FORR Forrester Research, Inc.
Forrester Research, Inc. (FORR) Institutional Ownership
What the institutions did with FORR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Tieton Capital Management, LLC | 739.7K | 28.6% |
| ACADIAN ASSET MANAGEMENT LLC | 577.6K | 22.3% |
| Russell Investments Group, Ltd. | 426.9K | 16.5% |
| DIMENSIONAL FUND ADVISORS LP | 194.8K | 7.5% |
| SEI INVESTMENTS CO | 179.6K | 6.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 160.0K | 6.2% |
| KESTREL INVESTMENT MANAGEMENT CORP | 84.4K | 3.3% |
| BARCLAYS PLC | 43.6K | 1.7% |
| Bank of New York Mellon Corp | 31.4K | 1.2% |
| MACKENZIE FINANCIAL CORP | 24.4K | 0.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 23.3K | 0.9% |
| Inscription Capital, LLC | 19.2K | 0.7% |
| Daytona Street Capital LLC | 15.0K | 0.6% |
| Jefferies Financial Group Inc. | 13.9K | 0.5% |
| ROYCE & ASSOCIATES LP | 12.5K | 0.5% |
| Savant Capital, LLC | 10.5K | 0.4% |
| FMR LLC | 9.6K | 0.4% |
| Versant Capital Management, Inc | 8.4K | 0.3% |
| CITIGROUP INC | 5.5K | 0.2% |
| PNC Financial Services Group, Inc. | 3.7K | 0.1% |
| Employees Retirement System of Texas | 1.7K | 0.1% |
| GAMMA Investing LLC | 1.5K | 0.1% |
| Nuveen, LLC | 873 | 0.0% |
| Allworth Financial LP | 675 | 0.0% |
| Essential Partners LLC | 375 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Russell Investments Group, Ltd. | Increased | 199.0K | 426.9K | +227.9K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 429.6K | 577.6K | +148.0K |
| IEQ CAPITAL, LLC | Sold Out | 27.0K | 0 | -27.0K |
| MACKENZIE FINANCIAL CORP | New | 0 | 24.4K | +24.4K |
| SEI INVESTMENTS CO | Reduced | 200.4K | 179.6K | -20.8K |
| Tieton Capital Management, LLC | Reduced | 757.5K | 739.7K | -17.8K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 212.0K | 194.8K | -17.1K |
| Squarepoint Ops LLC | Sold Out | 15.7K | 0 | -15.7K |
| Daytona Street Capital LLC | New | 0 | 15.0K | +15.0K |
| Jefferies Financial Group Inc. | New | 0 | 13.9K | +13.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sold Out | 13.6K | 0 | -13.6K |
| ROYCE & ASSOCIATES LP | New | 0 | 12.5K | +12.5K |
| PNC Financial Services Group, Inc. | Reduced | 15.5K | 3.7K | -11.8K |
| Savant Capital, LLC | New | 0 | 10.5K | +10.5K |
| BARCLAYS PLC | Increased | 33.6K | 43.6K | +9.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 169.1K | 160.0K | -9.1K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Increased | 15.7K | 23.3K | +7.6K |
| KESTREL INVESTMENT MANAGEMENT CORP | Reduced | 91.5K | 84.4K | -7.1K |
| RHUMBLINE ADVISERS | Sold Out | 6.1K | 0 | -6.1K |
| CITIGROUP INC | New | 0 | 5.5K | +5.5K |
| Bank of New York Mellon Corp | Increased | 27.6K | 31.4K | +3.8K |
| Employees Retirement System of Texas | New | 0 | 1.7K | +1.7K |
| Nuveen, LLC | New | 0 | 873 | +873 |
| SIMPLEX TRADING, LLC | Reduced | 765 | 92 | -673 |
| Inscription Capital, LLC | Reduced | 19.9K | 19.2K | -624 |
| UBS Group AG | Reduced | 884 | 333 | -551 |
| EverSource Wealth Advisors, LLC | Reduced | 432 | 120 | -312 |
| Essential Partners LLC | Reduced | 651 | 375 | -276 |
| Farther Finance Advisors, LLC | Reduced | 152 | 25 | -127 |
| ROTHSCHILD INVESTMENT LLC | Reduced | 128 | 8 | -120 |
| True Wealth Design, LLC | Reduced | 140 | 30 | -110 |
| IFP Advisors, Inc | Reduced | 160 | 51 | -109 |
| Root Financial Partners, LLC | New | 0 | 37 | +37 |
| Covestor Ltd | Sold Out | 37 | 0 | -37 |
| Fortitude Family Office, LLC | Reduced | 123 | 104 | -19 |
| SJS Investment Consulting Inc. | Reduced | 16 | 4 | -12 |
| FMR LLC | Increased | 9.6K | 9.6K | +12 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 11 | 0 | -11 |
| Provenance Wealth Advisors, LLC | New | 0 | 7 | +7 |
| Clearstead Advisors, LLC | Sold Out | 2 | 0 | -2 |
| HUNTINGTON NATIONAL BANK | Sold Out | 1 | 0 | -1 |
| Caitong International Asset Management Co., Ltd | Increased | 11 | 12 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.