Position in FORR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$92,913
+$4 QoQ
Shares Held
11,048
-3.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORR Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $28,848,582 across 8 Consulting Services names. FORR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRSK |
Verisk Analytics, Inc.
|
98,992 | $17,772,033 | |
| 2 | ICFI |
ICF International, Inc.
|
39,241 | $2,859,099 | |
| 3 | HURN |
Huron Consulting Group Inc.
|
31,227 | $2,815,426 | |
| 4 | EFX |
Equifax Inc
|
17,585 | $2,791,090 | |
| 5 | FCN |
Fti Consulting, Inc
|
6,612 | $985,254 | |
| 6 | CRAI |
Cra International, Inc.
|
6,261 | $890,940 | |
| 7 | BAH |
Booz Allen Hamilton Holding Corp
|
10,579 | $641,827 | |
| 8 | FORR |
Forrester Research, Inc.
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|
11,048 | $92,913 |
All Filings in FORR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,913 | 11,048 | Shares | Sole | 2026-08-27 | |
| 2025-12-31 | $92,909 | 11,442 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||