CWM, LLC

Position in FORR — Forrester Research, Inc.

CIK 1535847 OMAHA, NE

Position in FORR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$52,802

+$8,532 QoQ

Shares Held

9,329

+71.1% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Industrials · as of Mar 31, 2026

CWM, LLC holds $13,037,120 across 10 Consulting Services names. FORR ranks #8 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EFX	Equifax Inc	53,379	$9,611,956
2	VRSK	Verisk Analytics, Inc.	6,665	$1,264,683
3	BAH	Booz Allen Hamilton Holding Corp	11,244	$877,369
4	FCN	Fti Consulting, Inc	4,045	$715,034
5	ICFI	ICF International, Inc.	3,891	$254,043
6	CRAI	Cra International, Inc.	891	$144,235
7	RGP	Resources Connection, Inc.	18,509	$69,038
8	FORR	Forrester Research, Inc. This page	9,329	$52,802

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,802	9,329	+71.1%	Shares	Sole	2026-05-14
2025-12-31	$44,270	5,452	-35.4%	Shares	Sole	2026-01-26
2025-09-30	$89,517	8,445	+99.0%	Shares	Sole	2025-10-15
2025-06-30	$42,015	4,244	+279.6%	Shares	Sole	2025-07-25
2025-03-31	$10,330	1,118	+117.9%	Shares	Sole	2025-05-01
2024-12-31	$8,038	513	-44.2%	Shares	Sole	2025-02-04
2024-09-30	$16,569	920	+55.9%	Shares	Sole	2024-10-08
2024-06-30	$10,077	590	+3.1%	Shares	Sole	2024-07-10
2024-03-31	$12,332	572	+264.3%	Shares	Sole	2024-04-05
2023-12-31	$4,209	157	+36.5%	Shares	Sole	2024-02-01
2023-09-30	$3	115	0.0%	Shares	Sole	2023-10-11
2023-06-30	$3	115	+666.7%	Shares	Sole	2023-08-03
2023-03-31	$485	15	-76.2%	Shares	Sole	2023-05-01
2022-12-31	$2	63	+6.8%	Shares	Sole	2023-02-01
2022-09-30	$2,124	59	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.