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Root Financial Partners, LLC

Position in FORR — Forrester Research, Inc.

CIK 1977181 ENCINITAS, CA

Position in FORR

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$509
+$266 QoQ
Shares Held
90
+200.0% QoQ
Ownership
0.000%
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 100% Shared 0% None 0%

Common Shares in FORR Over Time

Shares Held

Position Value (USD)

All Filings in FORR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $509 90
2025-12-31 $243 30