Forrester ResearchFORR

13F holders, Q3 2024 (September 30)
106holders −1
13new positions
15sold out
6famous investors
$18.00avg. 13F price*

At the end of Q3 2024, 106 institutions reported holding Forrester Research Inc. (FORR) in their 13F filings, down 1 from Q2 2024. 13 opened new positions and 15 sold out. The largest holders were Royce & Associates LP ($44.6M), BlackRock, Inc. ($18.6M) and ArrowMark Colorado Holdings LLC ($14.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Forrester Research Inc.
CUSIP
346563109
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 108Q1 2024Q2 2024: 107Q2 2024Q3 2024: 106Q3 2024Q4 2024: 99Q4 2024Q1 2025: 94Q1 2025Q2 2025: 104Q2 2025Q3 2025: 111Q3 2025Q4 2025: 109Q4 2025Q1 2026: 103Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions13$8.9M
Exits15$4.5M

All 13F filers, Q2 2024 → Q3 2024: 817,471 shares bought and 1,165,661 shares sold, net −348,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 106 holders

Royce & Associates LP 0.41% Reduce -0.3% 2,476,860 $44.6M
BlackRock, Inc. 0.00% — 1,034,222 $18.6M
ArrowMark Colorado Holdings LLC 0.18% Add +3.5% 784,521 $14.1M
Vanguard Group Inc. 0.00% Add +1.3% 692,477 $12.5M
Renaissance Technologies 0.01% Reduce -4.8% 503,706 $9.1M
Dimensional Fund Advisors LP 0.00% Add +2.3% 491,103 $8.8M
Acadian Asset Management LLC 0.02% Add +30.9% 302,157 $5.4M
Geode Capital Management, LLC 0.00% Reduce -0.5% 288,561 $5.2M
Ballentine Partners, LLC 0.08% Add +1.7% 254,399 $4.6M
State Street Corp. 0.00% Add +1.0% 253,181 $4.6M
Portolan Capital Management, LLC 0.27% Reduce -22.0% 206,599 $3.7M
Hotchkis & Wiley Capital Management LLC 0.01% New 173,180 $3.1M
Two Sigma Advisers, LP 0.01% Add +14.6% 156,303 $2.8M
Citadel Advisors 0.00% Reduce -32.8% 137,744 $2.5M
Wellington Management Group LLP 0.00% Reduce -20.1% 136,634 $2.5M
Pacific Ridge Capital Partners, LLC 0.55% New 129,540 $2.3M
Goldman Sachs Group Inc. 0.00% Reduce -6.3% 113,802 $2.0M
Northern Trust Corp. 0.00% Add +0.1% 112,449 $2.0M
Morgan Stanley 0.00% Reduce -3.0% 108,661 $2.0M
Two Sigma Investments, LP 0.00% Reduce -11.2% 101,221 $1.8M
M&T Bank Corp 0.01% Add +29.9% 99,969 $1.8M
Charles Schwab Investment Management Inc. 0.00% Add +3.5% 96,308 $1.7M
Gsa Capital Partners LLP 0.13% Add +31.2% 96,288 $1.7M
Kestrel Investment Management Corp. 1.00% New 99,800 $1.7M
D. E. Shaw & Co. 0.00% Reduce -6.2% 84,603 $1.5M
Millennium Management 0.00% Reduce -72.0% 76,862 $1.4M
Trexquant Investment LP 0.02% Add +15.4% 76,189 $1.4M
Cambiar Investors LLC 0.05% Add +0.1% 74,039 $1.3M
Bank of America Corp. 0.00% Reduce -34.0% 63,096 $1.1M
Nuveen Asset Management, LLC 0.00% Add +32.1% 62,673 $1.1M
Jane Street Group, LLC 0.00% Reduce -64.5% 59,669 $1.1M
Numerai GP LLC 0.27% Add +31.1% 55,593 $1.0M
Federated Hermes, Inc. 0.00% Reduce -0.3% 52,916 $953K
Bank of New York Mellon Corp 0.00% Reduce -13.5% 51,245 $923K
AXA S.A. 0.00% Add +7.6% 50,590 $911K
AQR Capital Management 0.00% Reduce -21.7% 50,006 $901K
Cooper Creek Partners Management LLC 0.03% No change 46,779 $842K
SummerHaven Investment Management, LLC 0.50% New 45,320 $816K
Barclays PLC 0.00% Add +71.1% 44,090 $794K
Walleye Capital LLC 0.01% Reduce -10.9% 38,073 $686K
Qube Research & Technologies Ltd 0.00% Reduce -13.6% 35,116 $632K
Auxier Asset Management LLC 0.09% Add +72.3% 33,412 $602K
T. Rowe Price Associates Inc. 0.00% Add +0.1% 32,656 $589K
Sei Investments Co. 0.00% Add +24.1% 31,170 $561K
Creative Planning 0.00% Add +66.1% 26,772 $482K
Engineers Gate Manager LP 0.01% Reduce -13.1% 26,744 $482K
Ancora Advisors LLC 0.01% New 25,143 $453K
Invesco Ltd. 0.00% Reduce -41.6% 23,209 $418K
Ameriprise Financial Inc. 0.00% New 22,270 $401K
HRT Financial LP 0.00% Reduce -78.2% 21,860 $393K
BNP Paribas Financial Markets 0.00% Add +734.6% 20,916 $377K
Cubist Systematic Strategies, LLC 0.01% Reduce -78.2% 18,800 $339K
Rhumbline Advisers 0.00% Reduce -4.0% 17,234 $310K
Alliancebernstein L.P. 0.00% Reduce -3.7% 17,000 $306K
AlphaQuest LLC 0.02% Reduce -10.5% 15,253 $275K
PNC Financial Services Group, Inc. 0.00% Add +35.1% 15,151 $273K
Petrus Trust Company, LTA 0.03% Reduce -65.0% 15,145 $273K
HSBC Holdings PLC 0.00% Add +12.8% 12,278 $214K
Assenagon Asset Management S.A. 0.00% Reduce -80.0% 11,668 $210K
Tudor Investment Corporation 0.00% Reduce -64.4% 10,715 $193K
Squarepoint Ops LLC 0.00% Reduce -62.8% 10,526 $190K
Citigroup Inc. 0.00% Add +73.6% 9,499 $171K
Point72 Asia (Singapore) Pte. Ltd. 0.03% Reduce -12.9% 9,380 $169K
Deutsche Bank AG 0.00% Add +70.1% 8,686 $156K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.9% 6,564 $118K
Royal Bank of Canada 0.00% Add +0.5% 6,291 $113K
Corebridge Financial, Inc. 0.00% Reduce -2.6% 6,265 $113K
MetLife Investment Management, LLC 0.00% No change 6,063 $109K
UBS Group AG 0.00% Reduce -57.2% 5,523 $99K
Wells Fargo & Company 0.00% Add +1.2% 5,383 $97K
JPMorgan Chase & Co. 0.00% Reduce -1.0% 5,228 $94K
New York State Common Retirement Fund 0.00% No change 4,699 $85K
Aquatic Capital Management LLC 0.00% Reduce -27.7% 3,400 $61K
State of Tennessee, Department of Treasury 0.00% Reduce -5.8% 2,897 $52K
Quadrant Capital Group LLC 0.00% Reduce -5.9% 2,619 $47K
Victory Capital Management Inc. 0.00% No change 2,547 $46K
FMR LLC 0.00% Add +138.7% 2,535 $46K
Lazard Asset Management LLC 0.00% New 2,395 $43K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.4% 2,302 $41K
Nisa Investment Advisors, LLC 0.00% Add +2.8% 1,788 $32K
Legal & General Group Plc 0.00% No change 972 $18K
Ameritas Investment Partners, Inc. 0.00% No change 966 $17K
Cwm, LLC 0.00% Add +55.9% 920 $17K
Parallel Advisors, LLC 0.00% No change 888 $16K
California State Teachers Retirement System 0.00% No change 866 $16K
US Bancorp \de 0.00% Add +13.8% 470 $8K
Amalgamated Bank 0.00% No change 389 $7K
Quarry LP 0.00% New 345 $6K
Signaturefd, LLC 0.00% Reduce -26.1% 227 $4K
Harbor Capital Advisors, Inc. 0.00% New 211 $4K
Earned Wealth Advisors, LLC 0.00% New 151 $3K
Osaic Holdings, Inc. 0.00% Reduce -9.2% 129 $2K
Russell Investments Group, Ltd. 0.00% Add +190.0% 116 $2K
Lindbrook Capital, LLC 0.00% Reduce -49.8% 106 $2K
EverSource Wealth Advisors, LLC 0.00% No change 100 $2K
GAMMA Investing LLC 0.00% Add +26.8% 71 $1K
Private Wealth Management Group, LLC 0.00% No change 61 $1K
Sterling Capital Management LLC 0.00% — 38 $684
Cornerstone Planning Group LLC 0.00% New 38 $570
Rothschild Investment LLC 0.00% Add +300.0% 20 $360
Allworth Financial LP 0.00% Reduce -48.5% 17 $307
MassMutual Private Wealth & Trust, FSB 0.00% New 14 $252
Smartleaf Asset Management LLC 0.00% No change 10 $171
Huntington National Bank 0.00% No change 1 $18
National Bank of Canada 0.00% New 1 $18
Covestor Ltd 0.00% No change 4 $0

"% of holder's portfolio" is FORR's weight in each manager's 13F, not the share of Forrester Research Inc. the manager owns.