FORRESTER RESEARCH, INC. (FORR) — Institutional Holders, Q2 2026
99 institutional investment managers reported a FORR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $90.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FORR in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Ancora AdvisorsNew · +269,891 sh+$2.3M
- Tieton Capital ManagementAdded · +198,435 sh+$1.7M
- Russell Investments Group, Ltd.Added · +194,285 sh+$1.6M
- AQR CAPITAL MANAGEMENTAdded · +171,743 sh+$1.4M
- Portolan Capital ManagementAdded · +82,649 sh+$695.1K
Biggest sellers
- BlackRockTrimmed · -637,272 sh-$5.4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLPTrimmed · -314,703 sh-$2.6M
- ArrowMark ColoradoTrimmed · -241,144 sh-$2.0M
- STATE STREETTrimmed · -193,857 sh-$1.6M
- GEODE CAPITAL MANAGEMENTTrimmed · -147,700 sh-$1.2M
FORR 13F holders ranked 1–99 of 99
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Portolan Capital Management#1 · 1,623,925 sh | 1,623,925 | $13.7M | 0.51% | +5.4% |
| 2 | Nantahala Capital Management#2 · 763,446 sh | 763,446 | $6.4M | 0.21% | +9.9% |
| 3 | Tieton Capital Management#3 · 757,476 sh | 757,476 | $6.4M | 1.83% | +35.5% |
| 4 | FIRST MANHATTAN#4 · 750,000 sh | 750,000 | $6.3M | 0.02% | 0.0% |
| 5 | Pacific Ridge Capital Partners#5 · 705,344 sh | 705,344 | $5.9M | 1.08% | -0.8% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 500,395 sh | 500,395 | $4.2M | <0.01% | +2.8% |
| 7 | ACADIAN ASSET MANAGEMENT#7 · 429,610 sh | 429,610 | $3.6M | <0.01% | +1.5% |
| 8 | RENAISSANCE TECHNOLOGIES#8 · 418,206 sh | 418,206 | $3.5M | <0.01% | -4.2% |
| 9 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#9 · 366,689 sh | 366,689 | $3.1M | <0.01% | -4.4% |
| 10 | AQR CAPITAL MANAGEMENT#10 · 357,665 sh | 357,665 | $3.0M | <0.01% | +92.4% |
| 11 | Quantinno Capital Management#11 · 289,195 sh | 289,195 | $2.4M | <0.01% | +29.1% |
| 12 | BlackRock#12 · 270,105 sh | 270,105 | $2.3M | 0.00% | -70.2% |
| 13 | Ancora Advisors#13 · 269,891 sh | 269,891 | $2.3M | 0.04% | New |
| 14 | ArrowMark Colorado#14 · 231,808 sh | 231,808 | $1.9M | 0.08% | -51.0% |
| 15 | DIMENSIONAL FUND ADVISORS#15 · 211,963 sh | 211,963 | $1.8M | <0.01% | -20.4% |
| 16 | SEI INVESTMENTS#16 · 200,406 sh | 200,406 | $1.7M | <0.01% | -29.5% |
| 17 | Russell Investments Group, Ltd.#17 · 199,012 sh | 199,012 | $1.7M | <0.01% | +4110.1% |
| 18 | GEODE CAPITAL MANAGEMENT#18 · 169,088 sh | 169,088 | $1.4M | <0.01% | -46.6% |
| 19 | JANE STREET GROUP#19 · 168,333 sh | 168,333 | $1.4M | <0.01% | +95.0% |
| 20 | MORGAN STANLEY#20 · 163,788 sh | 163,788 | $1.4M | <0.01% | +60.5% |
| 21 | TWO SIGMA INVESTMENTS#21 · 132,202 sh | 132,202 | $1.1M | <0.01% | +30.1% |
| 22 | Nierenberg Investment Management Company#22 · 131,110 sh | 131,110 | $1.1M | 0.55% | 0.0% |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT#23 · 123,617 sh | 123,617 | $1.0M | 0.02% | -18.1% |
| 24 | KESTREL INVESTMENT MANAGEMENT#24 · 91,500 sh | 91,500 | $769.5K | 0.42% | 0.0% |
| 25 | Trexquant Investment#25 · 76,916 sh | 76,916 | $646.9K | <0.01% | +128.8% |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#26 · 74,551 sh | 74,551 | $627.0K | 0.00% | -80.8% |
| 27 | VANGUARD FIDUCIARY#27 · 70,016 sh | 70,016 | $588.8K | <0.01% | -5.4% |
| 28 | Qube Research & Technologies Ltd#28 · 68,992 sh | 68,992 | $580.2K | <0.01% | +243.0% |
| 29 | GOLDMAN SACHS GROUP#29 · 66,865 sh | 66,865 | $562.3K | 0.00% | -47.6% |
| 30 | MARSHALL WACE, LLP#30 · 65,977 sh | 65,977 | $554.9K | <0.01% | New |
| 31 | STATE STREET#31 · 65,213 sh | 65,213 | $548.4K | 0.00% | -74.8% |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT#32 · 64,854 sh | 64,854 | $545.4K | <0.01% | -27.1% |
| 33 | GSA CAPITAL PARTNERS LLP#33 · 64,275 sh | 64,275 | $541.0K | 0.03% | New |
| 34 | PRICE T ROWE ASSOCIATES#34 · 54,743 sh | 54,743 | $461.0K | 0.00% | +42.2% |
| 35 | FEDERATED HERMES#35 · 52,118 sh | 52,118 | $438.3K | <0.01% | +38.0% |
| 36 | COOPER CREEK PARTNERS MANAGEMENT#36 · 46,779 sh | 46,779 | $393.0K | <0.01% | 0.0% |
| 37 | MILLENNIUM MANAGEMENT#37 · 43,759 sh | 43,759 | $368.0K | <0.01% | New |
| 38 | AMERIPRISE FINANCIAL#38 · 40,105 sh | 40,105 | $337.3K | <0.01% | -7.5% |
| 39 | MERCER GLOBAL ADVISORS#39 · 38,578 sh | 38,578 | $324.4K | <0.01% | +62.4% |
| 40 | HSBC PLC#40 · 38,425 sh | 38,425 | $322.0K | <0.01% | -2.3% |
| 41 | BANK OF AMERICA#41 · 35,203 sh | 35,203 | $296.1K | 0.00% | -22.9% |
| 42 | BARCLAYS PLC#42 · 33,648 sh | 33,648 | $283.0K | <0.01% | -4.5% |
| 43 | VANGUARD PORTFOLIO MANAGEMENT#43 · 32,792 sh | 32,792 | $275.8K | 0.00% | -66.6% |
| 44 | NORTHERN#44 · 28,997 sh | 28,997 | $243.9K | 0.00% | -71.8% |
| 45 | Bank of New York Mellon#45 · 27,636 sh | 27,636 | $232.4K | 0.00% | -59.8% |
| 46 | IEQ CAPITAL#46 · 27,040 sh | 27,040 | $227.4K | <0.01% | +65.5% |
| 47 | Vanguard Personalized Indexing Management#47 · 26,893 sh | 26,893 | $226.2K | <0.01% | New |
| 48 | Aster Capital Management (DIFC) Ltd#48 · 25,610 sh | 25,610 | $215.4K | 0.05% | New |
| 49 | XTX Topco Ltd#49 · 23,659 sh | 23,659 | $199.0K | <0.01% | -9.8% |
| 50 | D. E. Shaw#50 · 21,389 sh | 21,389 | $179.9K | <0.01% | -17.1% |
| 51 | Inscription Capital#51 · 19,856 sh | 19,856 | $167.0K | 0.01% | +15.6% |
| 52 | Mariner#52 · 18,571 sh | 18,571 | $156.2K | <0.01% | New |
| 53 | WEALTH ENHANCEMENT ADVISORY SERVICES#53 · 13,642 sh | 13,642 | $136.4K | — | New |
| 54 | Squarepoint Ops#54 · 15,727 sh | 15,727 | $132.3K | <0.01% | -54.9% |
| 55 | OPPENHEIMER ASSET MANAGEMENT#55 · 15,672 sh | 15,672 | $131.8K | <0.01% | New |
| 56 | PNC FINANCIAL SERVICES GROUP#56 · 15,536 sh | 15,536 | $130.7K | <0.01% | +23.3% |
| 57 | Invesco Ltd.#57 · 13,211 sh | 13,211 | $111.1K | 0.00% | -35.9% |
| 58 | Focus Partners Wealth#58 · 13,026 sh | 13,026 | $109.5K | <0.01% | New |
| 59 | Steward Partners Investment Advisory#59 · 12,032 sh | 12,032 | $101.2K | <0.01% | New |
| 60 | AMERICAN CENTURY COMPANIES#60 · 11,718 sh | 11,718 | $98.5K | 0.00% | 0.0% |
| 61 | Corient Private Wealth#61 · 11,048 sh | 11,048 | $92.9K | <0.01% | New |
| 62 | SRS Capital Advisors#62 · 10,079 sh | 10,079 | $84.8K | <0.01% | +541.2% |
| 63 | FMR#63 · 9,591 sh | 9,591 | $80.7K | 0.00% | +31.9% |
| 64 | Versant Capital Management#64 · 8,360 sh | 8,360 | $70.3K | — | +63.2% |
| 65 | RHUMBLINE ADVISERS#65 · 6,135 sh | 6,135 | $51.6K | 0.00% | -57.9% |
| 66 | Vanguard Global Advisers#66 · 4,049 sh | 4,049 | $34.1K | 0.00% | 0.0% |
| 67 | BNP PARIBAS FINANCIAL MARKETS#67 · 3,578 sh | 3,578 | $30.1K | 0.00% | -43.3% |
| 68 | Clear Street Group#68 · 3,114 sh | 3,114 | $26.2K | <0.01% | -95.5% |
| 69 | ELKHORN PARTNERS LIMITED PARTNERSHIP#69 · 3,000 sh | 3,000 | $25.2K | 0.02% | -40.0% |
| 70 | GAMMA Investing#70 · 1,507 sh | 1,507 | $12.7K | — | +39.0% |
| 71 | Integrated Wealth Concepts#71 · 1,157 sh | 1,157 | $9.7K | 0.00% | New |
| 72 | UBS Group AG#72 · 884 sh | 884 | $7.4K | 0.00% | -67.2% |
| 73 | SIMPLEX TRADING#73 · 765 sh | 765 | $6.4K | 0.00% | -96.6% |
| 74 | Allworth Financial#74 · 675 sh | 675 | $5.7K | 0.00% | +212.5% |
| 75 | Essential Partners#75 · 651 sh | 651 | $5.5K | — | -44.8% |
| 76 | EverSource Wealth Advisors#76 · 432 sh | 432 | $3.6K | <0.01% | +575.0% |
| 77 | OSAIC#77 · 293 sh | 293 | $2.5K | 0.00% | +193.0% |
| 78 | US BANCORP \DE\#78 · 275 sh | 275 | $2.3K | 0.00% | 0.0% |
| 79 | ROYAL BANK OF CANADA#79 · 258 sh | 258 | $2.0K | 0.00% | -12.5% |
| 80 | JPMORGAN CHASE#80 · 217 sh | 217 | $1.8K | 0.00% | -95.6% |
| 81 | Physician Wealth Advisors#81 · 177 sh | 177 | $1.5K | — | 0.0% |
| 82 | IFP Advisors#82 · 160 sh | 160 | $1.3K | — | +39.1% |
| 83 | Farther Finance Advisors#83 · 152 sh | 152 | $1.3K | — | +157.6% |
| 84 | True Wealth Design#84 · 140 sh | 140 | $1.2K | — | +300.0% |
| 85 | ROTHSCHILD INVESTMENT#85 · 128 sh | 128 | $1.1K | 0.00% | +433.3% |
| 86 | Fortitude Family Office#86 · 123 sh | 123 | $1.0K | — | New |
| 87 | Rialto Wealth Management#87 · 79 sh | 79 | $665.00 | <0.01% | New |
| 88 | Transamerica Financial Advisors#88 · 37 sh | 37 | $311.00 | 0.00% | +311.1% |
| 89 | Basecamp Wealth Advisors#89 · 20 sh | 20 | $168.00 | 0.00% | +25.0% |
| 90 | WELLS FARGO & COMPANY#90 · 20 sh | 20 | $168.00 | 0.00% | -99.5% |
| 91 | SJS Investment Consulting#91 · 16 sh | 16 | $135.00 | — | +128.6% |
| 92 | Caitong International Asset Management , Ltd#92 · 11 sh | 11 | $93.00 | 0.00% | +175.0% |
| 93 | Wealth Enhancement Services#93 · 11 sh | 11 | $93.00 | — | New |
| 94 | Optiver Holding B.V.#94 · 6 sh | 6 | $50.00 | 0.00% | -94.9% |
| 95 | NISA INVESTMENT ADVISORS#95 · 6 sh | 6 | $50.00 | — | New |
| 96 | Clearstead Advisors#96 · 2 sh | 2 | $17.00 | 0.00% | New |
| 97 | JPL Wealth Management#97 · 1 sh | 1 | $9.00 | 0.00% | New |
| 98 | HUNTINGTON NATIONAL BANK#98 · 1 sh | 1 | $8.00 | 0.00% | 0.0% |
| 99 | Covestor Ltd#99 · 37 sh | 37 | $0.00 | 0.00% | +236.4% |
Funds that sold out of FORR in Q2 2026 (21)
Held FORR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| K2 PRINCIPAL FUND, L.P.50,178 sh | 50,178 | $284.0K |
| ALLIANCEBERNSTEIN L.P.17,620 sh | 17,620 | $143.1K |
| Nuveen18,647 sh | 18,647 | $105.5K |
| AUXIER ASSET MANAGEMENT13,076 sh | 13,076 | $74.0K |
| STRS OHIO11,100 sh | 11,100 | $62.8K |
| DEUTSCHE BANK AG\7,253 sh | 7,253 | $41.1K |
| MIRAE ASSET GLOBAL ETFS Ltd.5,594 sh | 5,594 | $31.7K |
| NEW YORK STATE COMMON RETIREMENT FUND4,699 sh | 4,699 | $26.6K |
| Police & Firemen's Retirement System of New Jersey3,253 sh | 3,253 | $18.4K |
| Tower Research Capital (TRC)2,500 sh | 2,500 | $14.2K |
| CITIGROUP1,123 sh | 1,123 | $6.4K |
| Legal & General Group Plc972 sh | 972 | $5.5K |
| Ameritas Investment Partners966 sh | 966 | $5.5K |
| Sterling Capital Management379 sh | 379 | $2.1K |
| BARROW HANLEY MEWHINNEY & STRAUSS191 sh | 191 | $1.1K |
| Root Financial Partners90 sh | 90 | $509.00 |
| MAI Capital Management24 sh | 24 | $136.00 |
| Wealth Preservation Advisors20 sh | 20 | $113.00 |
| SBI Securities , Ltd.15 sh | 15 | $85.00 |
| Advisory Services Network6 sh | 6 | $34.00 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM619 sh | 619 | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.