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 June 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 |
|---|---|---|
| Portolan Capital Management, LLC | 1.6M | 14.1% |
| Nantahala Capital Management, LLC | 1.5M | 13.3% |
| Tieton Capital Management, LLC | 757.5K | 6.6% |
| FIRST MANHATTAN CO. LLC. | 750.0K | 6.5% |
| Pacific Ridge Capital Partners, LLC | 705.3K | 6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 500.4K | 4.3% |
| ACADIAN ASSET MANAGEMENT LLC | 429.6K | 3.7% |
| RENAISSANCE TECHNOLOGIES LLC | 418.2K | 3.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 366.7K | 3.2% |
| AQR CAPITAL MANAGEMENT LLC | 357.7K | 3.1% |
| Quantinno Capital Management LP | 289.2K | 2.5% |
| BlackRock, Inc. | 270.1K | 2.3% |
| Ancora Advisors LLC | 269.9K | 2.3% |
| ArrowMark Colorado Holdings LLC | 231.8K | 2.0% |
| DIMENSIONAL FUND ADVISORS LP | 212.0K | 1.8% |
| SEI INVESTMENTS CO | 200.4K | 1.7% |
| Russell Investments Group, Ltd. | 199.0K | 1.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 169.1K | 1.5% |
| JANE STREET GROUP, LLC | 168.3K | 1.5% |
| MORGAN STANLEY | 163.8K | 1.4% |
| TWO SIGMA INVESTMENTS, LP | 132.2K | 1.1% |
| Nierenberg Investment Management Company, LLC | 131.1K | 1.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 123.6K | 1.1% |
| KESTREL INVESTMENT MANAGEMENT CORP | 91.5K | 0.8% |
| Trexquant Investment LP | 76.9K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Nantahala Capital Management, LLC | Increased | 694.4K | 1.5M | +832.5K |
| BlackRock, Inc. | Reduced | 907.4K | 270.1K | -637.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 389.3K | 74.6K | -314.7K |
| Ancora Advisors LLC | New | 0 | 269.9K | +269.9K |
| ArrowMark Colorado Holdings LLC | Reduced | 473.0K | 231.8K | -241.1K |
| Tieton Capital Management, LLC | Increased | 559.0K | 757.5K | +198.4K |
| Russell Investments Group, Ltd. | Increased | 4.7K | 199.0K | +194.3K |
| STATE STREET CORP | Reduced | 259.1K | 65.2K | -193.9K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 185.9K | 357.7K | +171.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 316.8K | 169.1K | -147.7K |
| SEI INVESTMENTS CO | Reduced | 284.4K | 200.4K | -84.0K |
| Portolan Capital Management, LLC | Increased | 1.5M | 1.6M | +82.6K |
| JANE STREET GROUP, LLC | Increased | 86.3K | 168.3K | +82.0K |
| NORTHERN TRUST CORP | Reduced | 102.6K | 29.0K | -73.7K |
| Clear Street Group Inc. | Reduced | 69.9K | 3.1K | -66.8K |
| MARSHALL WACE, LLP | New | 0 | 66.0K | +66.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 98.2K | 32.8K | -65.4K |
| Quantinno Capital Management LP | Increased | 224.1K | 289.2K | +65.1K |
| GSA CAPITAL PARTNERS LLP | New | 0 | 64.3K | +64.3K |
| MORGAN STANLEY | Increased | 102.1K | 163.8K | +61.7K |
| GOLDMAN SACHS GROUP INC | Reduced | 127.6K | 66.9K | -60.8K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 266.4K | 212.0K | -54.4K |
| K2 PRINCIPAL FUND, L.P. | Sold Out | 50.2K | 0 | -50.2K |
| Qube Research & Technologies Ltd | Increased | 20.1K | 69.0K | +48.9K |
| MILLENNIUM MANAGEMENT LLC | New | 0 | 43.8K | +43.8K |
| Trexquant Investment LP | Increased | 33.6K | 76.9K | +43.3K |
| Bank of New York Mellon Corp | Reduced | 68.8K | 27.6K | -41.1K |
| TWO SIGMA INVESTMENTS, LP | Increased | 101.6K | 132.2K | +30.6K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | 150.9K | 123.6K | -27.2K |
| Vanguard Personalized Indexing Management, LLC | New | 0 | 26.9K | +26.9K |
| Aster Capital Management (DIFC) Ltd | New | 0 | 25.6K | +25.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 88.9K | 64.9K | -24.1K |
| SIMPLEX TRADING, LLC | Reduced | 22.6K | 765 | -21.8K |
| Squarepoint Ops LLC | Reduced | 34.8K | 15.7K | -19.1K |
| Nuveen, LLC | Sold Out | 18.6K | 0 | -18.6K |
| Mariner, LLC | New | 0 | 18.6K | +18.6K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 436.7K | 418.2K | -18.5K |
| ALLIANCEBERNSTEIN L.P. | Sold Out | 17.6K | 0 | -17.6K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | 383.6K | 366.7K | -16.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 38.5K | 54.7K | +16.2K |
| OPPENHEIMER ASSET MANAGEMENT INC. | New | 0 | 15.7K | +15.7K |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | 23.8K | 38.6K | +14.8K |
| FEDERATED HERMES, INC. | Increased | 37.8K | 52.1K | +14.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 13.6K | +13.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 486.9K | 500.4K | +13.5K |
| AUXIER ASSET MANAGEMENT LLC | Sold Out | 13.1K | 0 | -13.1K |
| Focus Partners Wealth | New | 0 | 13.0K | +13.0K |
| Steward Partners Investment Advisory, LLC | New | 0 | 12.0K | +12.0K |
| STRS OHIO | Sold Out | 11.1K | 0 | -11.1K |
| Corient Private Wealth LP | New | 0 | 11.0K | +11.0K |
| IEQ CAPITAL, LLC | Increased | 16.3K | 27.0K | +10.7K |
| BANK OF AMERICA CORP /DE/ | Reduced | 45.6K | 35.2K | -10.4K |
| Arax Advisory Partners | Increased | 1.6K | 10.1K | +8.5K |
| RHUMBLINE ADVISERS | Reduced | 14.6K | 6.1K | -8.4K |
| Invesco Ltd. | Reduced | 20.6K | 13.2K | -7.4K |
| DEUTSCHE BANK AG\ | Sold Out | 7.3K | 0 | -7.3K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 423.3K | 429.6K | +6.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Sold Out | 5.6K | 0 | -5.6K |
| Pacific Ridge Capital Partners, LLC | Reduced | 710.8K | 705.3K | -5.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | Sold Out | 4.7K | 0 | -4.7K |
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.