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FORR

Forrester Research, Inc.
$9.45 +0.26 (+2.83%) At close · Jul 2
Market Cap
$183.44M
Shares
19,412,000

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 102
Total Value: $65,537,316
Total Shares: 11,574,982
Showing 1–100 of 103 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 102 13F filers
Top Holder
13.3%
Jun 2023 → Mar 2026 · range 9.3% – 24.7%
of institutional value
Top 5
39.8%
Jun 2023 → Mar 2026 · range 33.6% – 63.6%
of institutional value
Top 10
60.3%
Jun 2023 → Mar 2026 · range 56.0% – 79.8%
of institutional value
HHI
515
Jun 2023 → Mar 2026 · range 405 – 1,041
Broadly held
Showing 100 of 103
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid Portolan Capital Management, LLC $8,723,622 13.31% 1,541,276
Mega BlackRock, Inc. $5,135,750 7.84% 907,377
Large FIRST MANHATTAN CO. LLC. $4,245,000 6.48% 750,000
Small Pacific Ridge Capital Partners, LLC $4,023,394 6.14% 710,847
Mid Nantahala Capital Management, LLC $3,930,428 6.00% 694,422
Small Tieton Capital Management, LLC $3,164,172 4.83% 559,041
Mega VANGUARD CAPITAL MANAGEMENT LLC $2,755,978 4.21% 486,922
Mid ArrowMark Colorado Holdings LLC $2,676,908 4.08% 472,952
Large RENAISSANCE TECHNOLOGIES LLC $2,471,755 3.77% 436,706
Large ACADIAN ASSET MANAGEMENT LLC $2,396,093 3.66% 423,338
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,203,177 3.36% 389,254
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $2,171,113 3.31% 383,589
Large Clear Street Group Inc. $1,810,634 2.76% 319,900
Mega GEODE CAPITAL MANAGEMENT, LLC $1,793,019 2.74% 316,788
Large SEI INVESTMENTS CO $1,609,839 2.46% 284,424
Mega DIMENSIONAL FUND ADVISORS LP $1,507,759 2.30% 266,389
Mega STATE STREET CORP $1,466,336 2.24% 259,070
Large Quantinno Capital Management LP $1,268,321 1.94% 224,085
Mega AQR CAPITAL MANAGEMENT LLC $1,052,315 1.61% 185,922
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $853,861 1.30% 150,859
Small Nierenberg Investment Management Company, LLC $742,082 1.13% 131,110
Mega GOLDMAN SACHS GROUP INC $722,413 1.10% 127,635
Mega NORTHERN TRUST CORP Bank $580,980 0.89% 102,647
Mega MORGAN STANLEY $577,729 0.88% 102,073
Mega TWO SIGMA INVESTMENTS, LP $575,061 0.88% 101,601
Small KESTREL INVESTMENT MANAGEMENT CORP $517,890 0.79% 91,500
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $503,394 0.77% 88,939
Mega JANE STREET GROUP, LLC $488,695 0.75% 86,342
Mega VANGUARD FIDUCIARY TRUST CO Bank $418,715 0.64% 73,978
Large Clear Street Group Inc. $395,871 0.60% 69,942
Mega Bank of New York Mellon Corp Bank $389,157 0.59% 68,756
Small K2 PRINCIPAL FUND, L.P. $284,007 0.43% 50,178
Mid COOPER CREEK PARTNERS MANAGEMENT LLC $264,769 0.40% 46,779
Mega BANK OF AMERICA CORP /DE/ Bank $258,305 0.39% 45,637
Mega AMERIPRISE FINANCIAL INC $245,286 0.37% 43,337
Mega HSBC HOLDINGS PLC $222,534 0.34% 39,317
Mega PRICE T ROWE ASSOCIATES INC /MD/ $217,949 0.33% 38,507
Large FEDERATED HERMES, INC. $213,681 0.33% 37,753
Mega BARCLAYS PLC $199,463 0.30% 35,241
Large Squarepoint Ops LLC $197,228 0.30% 34,846
Large Trexquant Investment LP $190,289 0.29% 33,620
Mid XTX Topco Ltd $148,507 0.23% 26,238
Mega D. E. Shaw & Co., Inc. $146,090 0.22% 25,811
Large MERCER GLOBAL ADVISORS INC /ADV $134,492 0.21% 23,762
Mid SIMPLEX TRADING, LLC $127,633 0.19% 22,550
Mega Invesco Ltd. $116,600 0.18% 20,601
Large Qube Research & Technologies Ltd $113,856 0.17% 20,116
Mega Nuveen, LLC $105,541 0.16% 18,647
Mega ALLIANCEBERNSTEIN L.P. $99,729 0.15% 17,620
Small Inscription Capital, LLC $97,182 0.15% 17,170
Large IEQ CAPITAL, LLC $92,473 0.14% 16,338
Mega RHUMBLINE ADVISERS $82,403 0.13% 14,559
Small AUXIER ASSET MANAGEMENT LLC $74,010 0.11% 13,076
Mega PNC FINANCIAL SERVICES GROUP, INC. $71,315 0.11% 12,600
Small Versant Capital Management, Inc $70,307 0.11% 8,360
Mega AMERICAN CENTURY COMPANIES INC $66,323 0.10% 11,718
Large STRS OHIO $62,826 0.10% 11,100
Large CWM, LLC $52,802 0.08% 9,329
Mega FMR LLC $41,142 0.06% 7,269
Mega DEUTSCHE BANK AG\ Bank $41,051 0.06% 7,253
Mega BNP PARIBAS ARBITRAGE, SA $35,691 0.05% 6,306
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $31,662 0.05% 5,594
Small ELKHORN PARTNERS LIMITED PARTNERSHIP $28,300 0.04% 5,000
Mega JPMORGAN CHASE & CO $27,614 0.04% 4,879
Large Russell Investments Group, Ltd. $26,754 0.04% 4,727
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $26,596 0.04% 4,699
Mega WELLS FARGO & COMPANY/MN $24,609 0.04% 4,348
Mega Vanguard Global Advisers, LLC $22,917 0.03% 4,049
Large Police & Firemen's Retirement System of New Jersey Pension $18,411 0.03% 3,253
Mega UBS Group AG $15,258 0.02% 2,696
Mid Tower Research Capital LLC (TRC) $14,150 0.02% 2,500
Mid Arax Advisory Partners $8,897 0.01% 1,572
Small Essential Partners LLC $6,678 0.01% 1,180
Mega CITIGROUP INC $6,355 0.01% 1,123
Mid GAMMA Investing LLC $6,135 0.01% 1,084
Mega Legal & General Group Plc $5,501 0.01% 972
Mid Ameritas Investment Partners, Inc. $5,467 0.01% 966
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $3,503 0.01% 619
Mid Sterling Capital Management LLC $2,145 0.00% 379
Mega ROYAL BANK OF CANADA Bank $1,669 0.00% 295
Large US BANCORP \DE\ Bank $1,556 0.00% 275
Mid Allworth Financial LP $1,222 0.00% 216
Large BARROW HANLEY MEWHINNEY & STRAUSS LLC $1,081 0.00% 191
Small Physician Wealth Advisors, Inc. $1,001 0.00% 177
Mid EverSource Wealth Advisors, LLC $990 0.00% 175
Mid Optiver Holding B.V. $667 0.00% 118
Mid IFP Advisors, Inc $650 0.00% 115
Large OSAIC HOLDINGS, INC. $566 0.00% 100
Small Root Financial Partners, LLC $509 0.00% 90
Mid Farther Finance Advisors, LLC $333 0.00% 59
Small Sunbelt Securities, Inc. Broker-Dealer $209 0.00% 37
Micro True Wealth Design, LLC $198 0.00% 35
Mid ROTHSCHILD INVESTMENT LLC $135 0.00% 24
Mid MAI Capital Management $135 0.00% 24
Micro Wealth Preservation Advisors, LLC $113 0.00% 20
Small Basecamp Wealth Advisors LLC $90 0.00% 16
Mid SBI Securities Co., Ltd. Broker-Dealer $84 0.00% 15
Small Covestor Ltd $62 0.00% 11
Small Transamerica Financial Advisors, LLC $50 0.00% 9
Small SJS Investment Consulting Inc. $39 0.00% 7
Key facts CIK 1023313 CUSIP 346563109 13F (30d) 2 filings 2 filers Visit website

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