Steward Partners Investment Advisory, LLC
Position in FORR — Forrester Research, Inc.
CIK 1723397
STAMFORD, CT
Position in FORR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$101,189
New position
Shares Held
12,032
first reported quarter
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 98 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Consulting Services
Industrials · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $2,559,663 across 9 Consulting Services names. FORR ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAH |
Booz Allen Hamilton Holding Corp
|
15,093 | $915,692 | |
| 2 | HURN |
Huron Consulting Group Inc.
|
7,271 | $655,553 | |
| 3 | VRSK |
Verisk Analytics, Inc.
|
2,827 | $507,531 | |
| 4 | FCN |
Fti Consulting, Inc
|
1,315 | $195,948 | |
| 5 | FORR |
Forrester Research, Inc.
This page
|
12,032 | $101,189 | |
| 6 | RGP |
Resources Connection, Inc.
|
21,962 | $93,338 | |
| 7 | EFX |
Equifax Inc
|
526 | $83,486 | |
| 8 | CRAI |
Cra International, Inc.
|
41 | $5,834 |
All Filings in FORR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,189 | 12,032 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||