Forrester Research, Inc. 13F holders
98 funds reported a position in Forrester Research, Inc. in their 13F for the quarter ended 30 June 2026, together 11.5 million shares worth $96.9 million. Against the quarter before, 18 opened a position, 34 added, 36 trimmed and 21 sold out; together they sold a net 654,839 shares. The largest holders: Portolan Capital Management, LLC, Nantahala Capital Management, LLC and Tieton Capital Management, LLC.
Funds holding98-5 on Q1 2026
Shares they held11.5Mworth $96.9 million
Net sold on the quarter654,839 sharesabout $5.5 million at the funds' values
Funds buying to selling52 to 57opened or added, to cut or sold
Opened 18Added 34Held 10Trimmed 36Sold out 21
What each fund did in FORR against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in FORR in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 15 reported a position in Forrester Research, Inc.: 1 opened one, 2 added, 6 trimmed and 3 sold out, a net 8,296 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Daytona Street Capital LLC | +15,000 | 15,000 | new | 13F |
| Oppenheimer Asset Management Inc. | +7,638 | 23,310 | added | 13F |
| Essential Partners LLC | -276 | 375 | trimmed | 13F |
| Farther Finance Advisors, LLC | -127 | 25 | trimmed | 13F |
| True Wealth Design, LLC | -110 | 30 | trimmed | 13F |
| IFP Advisors, Inc | -109 | 51 | trimmed | 13F |
| Fortitude Family Office, LLC | -19 | 104 | trimmed | 13F |
| SJS Investment Consulting Inc. | -12 | 4 | trimmed | 13F |
| Caitong International Asset Management Co., Ltd | +1 | 12 | added | 13F |
| Covestor Ltd | -37 | 0 | sold out | 13F |
| Wealth Enhancement Advisory Services, LLC | -13,642 | 0 | sold out | 13F |
| Wealth Enhancement Trust Services, Inc. | -11 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Forrester Research, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Renaissance Technologies, 418,206 shares worth $3.5 million, 0.0% of its reported book. New this quarter: Millennium Management. In the quarter, 3 funds added or opened a position and 2 trimmed or sold out; together they sold a net 89,518 shares, about $752,846 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies | 418,206 | $3.5 million | 0.0% | -18,500 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 169,088 | $1.4 million | 0.0% | -147,700 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 132,202 | $1.1 million | 0.0% | +30,601 | added | 30 June 2026 | 13F |
| Millennium Management | 43,759 | $368,013 | 0.0% | +43,759 | new | 30 June 2026 | 13F |
| FMR LLC | 9,591 | $80,660 | 0.0% | +2,322 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Portolan Capital Management, LLC | 1,623,925 | 14.10% | $13.7 million | 0.51% | +82,649 | 13F |
| Nantahala Capital Management, LLC | 1,526,892 | 13.26% | $12.8 million | 0.39% | 13F | |
| Tieton Capital Management, LLC | 757,476 | 6.58% | $6.4 million | 1.83% | +198,435 | 13F |
| First Manhattan Co. LLC. | 750,000 | 6.51% | $6.3 million | 0.02% | no change | 13F |
| Pacific Ridge Capital Partners, LLC | 705,344 | 6.12% | $5.9 million | 1.08% | -5,503 | 13F |
| Vanguard Capital Management LLC | 500,395 | 4.34% | $4.2 million | 0.00% | +13,473 | 13F |
| Acadian Asset Management LLC | 429,610 | 3.73% | $3.6 million | 0.00% | +6,272 | 13F |
| Renaissance Technologies LLC | 418,206 | 3.63% | $3.5 million | 0.01% | -18,500 | 13F |
| Hotchkis & Wiley Capital Management LLC | 366,689 | 3.18% | $3.1 million | 0.01% | -16,900 | 13F |
| AQR Capital Management LLC | 357,665 | 3.11% | $3.0 million | 0.00% | +171,743 | 13F |
| Quantinno Capital Management LP | 289,195 | 2.51% | $2.4 million | 0.00% | +65,110 | 13F |
| BlackRock, Inc. | 270,105 | 2.35% | $2.3 million | 0.00% | -637,272 | 13F |
| Ancora Advisors LLC | 269,891 | 2.34% | $2.3 million | 0.04% | new | 13F |
| ArrowMark Colorado Holdings LLC | 231,808 | 2.01% | $1.9 million | 0.08% | -241,144 | 13F |
| Dimensional Fund Advisors LP | 211,963 | 1.84% | $1.8 million | 0.00% | -54,426 | 13F |
| Sei Investments Co. | 200,406 | 1.74% | $1.7 million | 0.00% | -84,018 | 13F |
| Russell Investments Group, Ltd. | 199,012 | 1.73% | $1.7 million | 0.00% | +194,285 | 13F |
| Geode Capital Management, LLC | 169,088 | 1.47% | $1.4 million | 0.00% | -147,700 | 13F |
| Jane Street Group, LLC | 168,333 | 1.46% | $1.4 million | 0.00% | +81,991 | 13F |
| Morgan Stanley | 163,788 | 1.42% | $1.4 million | 0.00% | +61,715 | 13F |
| Two Sigma Investments, LP | 132,202 | 1.15% | $1.1 million | 0.00% | +30,601 | 13F |
| Nierenberg Investment Management Company, LLC | 131,110 | 1.14% | $1.1 million | 0.55% | no change | 13F |
| Bridgeway Capital Management, LLC | 123,617 | 1.07% | $1.0 million | 0.02% | -27,242 | 13F |
| Kestrel Investment Management Corp. | 91,500 | 0.79% | $769,515 | 0.42% | no change | 13F |
| Trexquant Investment LP | 76,916 | 0.67% | $646,864 | 0.00% | +43,296 | 13F |
| Susquehanna International Group, LLP | 74,551 | 0.65% | $626,974 | 0.00% | -314,703 | 13F |
| Vanguard Fiduciary Trust Co. | 70,016 | 0.61% | $588,835 | 0.00% | -3,962 | 13F |
| Qube Research & Technologies Ltd | 68,992 | 0.60% | $580,223 | 0.00% | +48,876 | 13F |
| Goldman Sachs Group Inc. | 66,865 | 0.58% | $562,335 | 0.00% | -60,770 | 13F |
| Marshall Wace, LLP | 65,977 | 0.57% | $554,867 | 0.00% | new | 13F |
| State Street Corp. | 65,213 | 0.57% | $548,441 | 0.00% | -193,857 | 13F |
| Charles Schwab Investment Management Inc. | 64,854 | 0.56% | $545,422 | 0.00% | -24,085 | 13F |
| Gsa Capital Partners LLP | 64,275 | 0.56% | $541,000 | 0.03% | new | 13F |
| Price T Rowe Associates Inc. | 54,743 | 0.48% | $461,000 | 0.00% | +16,236 | 13F |
| Federated Hermes, Inc. | 52,118 | 0.45% | $438,312 | 0.00% | +14,365 | 13F |
| Cooper Creek Partners Management LLC | 46,779 | 0.41% | $393,000 | 0.02% | no change | 13F |
| Millennium Management LLC | 43,759 | 0.38% | $368,013 | 0.00% | new | 13F |
| Ameriprise Financial Inc. | 40,105 | 0.35% | $337,283 | 0.00% | -3,232 | 13F |
| Mercer Global Advisors Inc. | 38,578 | 0.33% | $324,441 | 0.00% | +14,816 | 13F |
| HSBC Holdings PLC | 38,425 | 0.33% | $322,002 | 0.00% | -892 | 13F |
| Bank of America Corp. | 35,203 | 0.31% | $296,057 | 0.00% | -10,434 | 13F |
| Barclays PLC | 33,648 | 0.29% | $282,979 | 0.00% | -1,593 | 13F |
| Vanguard Portfolio Management LLC | 32,792 | 0.28% | $275,781 | 0.00% | -65,380 | 13F |
| Northern Trust Corp. | 28,997 | 0.25% | $243,865 | 0.00% | -73,650 | 13F |
| Bank of New York Mellon Corp | 27,636 | 0.24% | $232,419 | 0.00% | -41,120 | 13F |
| Ieq Capital, LLC | 27,040 | 0.23% | $227,406 | 0.00% | +10,702 | 13F |
| Vanguard Personalized Indexing Management, LLC | 26,893 | 0.23% | $226,170 | 0.00% | new | 13F |
| Aster Capital Management (DIFC) Ltd | 25,610 | 0.22% | $215,380 | 0.05% | new | 13F |
| XTX Topco Ltd | 23,659 | 0.21% | $198,972 | 0.00% | -2,579 | 13F |
| D. E. Shaw & Co., Inc. | 21,389 | 0.19% | $179,881 | 0.00% | -4,422 | 13F |
The 50 largest of the 98 funds that reported a position in FORR in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 15 May 2026 | 13G/A | Portolan Capital Management, LLC and 3 others | 1.5 million | 7.9% | 31 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 19 February 2026 | 13G | Portolan Capital Management, LLC and 3 others | 1.2 million | 6.1% | 11 February 2026 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 20 August 2026 | 298 | $11.76 | SEC |
| 6 August 2026 | 519 | $11.63 | SEC |
| 3 August 2026 | 44,623 | $11.50 | SEC |
| 23 July 2026 | 1,590 | $8.99 | SEC |
| 17 July 2026 | 4 | $10.48 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.