Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FORR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Portolan Capital Management, LLC | 1.5M | $8.7M | +118.4% | 8.038% | 0.46% |
| 2 | BlackRock, Inc. | 907K | $5.1M | -5.2% | 4.732% | 0.00% |
| 3 | FIRST MANHATTAN CO | 750K | $4.2M | +760.1% | 3.911% | 0.01% |
| 4 | Pacific Ridge Capital Partners, LLC | 711K | $4.0M | +20.7% | 3.707% | 0.87% |
| 5 | Nantahala Capital Management, LLC | 694K | $3.9M | β | 3.621% | 0.20% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 487K | $2.8M | β | 2.539% | 0.00% |
| 7 | ArrowMark Colorado Holdings LLC | 473K | $2.7M | -15.0% | 2.466% | 0.07% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 437K | $2.5M | -2.5% | 2.277% | 0.00% |
| 9 | Clear Street Group Inc. | 390K | $2.2M | β | 2.033% | 0.01% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 389K | $2.2M | β | 2.030% | 0.00% |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 384K | $2.2M | +9.8% | 2.000% | 0.01% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 317K | $1.8M | +6.2% | 1.652% | 0.00% |
| 13 | SEI INVESTMENTS CO | 284K | $1.6M | +112.3% | 1.483% | 0.00% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 266K | $1.5M | -33.1% | 1.389% | 0.00% |
| 15 | STATE STREET CORP | 259K | $1.5M | +1.3% | 1.351% | 0.00% |
| 16 | Quantinno Capital Management LP | 224K | $1.3M | +81.0% | 1.169% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 186K | $1.1M | +88.4% | 0.970% | 0.00% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 151K | $854K | 0.0% | 0.787% | 0.02% |
| 19 | Nierenberg Investment Management Company, Inc. | 131K | $742K | +1034.7% | 0.684% | 0.37% |
| 20 | GOLDMAN SACHS GROUP INC | 128K | $722K | +46.1% | 0.666% | 0.00% |
| 21 | NORTHERN TRUST CORP | 103K | $581K | +2.6% | 0.535% | 0.00% |
| 22 | MORGAN STANLEY | 102K | $578K | -19.6% | 0.532% | 0.00% |
| 23 | TWO SIGMA INVESTMENTS, LP | 102K | $575K | -16.2% | 0.530% | 0.00% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 98K | $556K | β | 0.512% | 0.00% |
| 25 | KESTREL INVESTMENT MANAGEMENT CORP | 92K | $518K | 0.0% | 0.477% | 0.31% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FORR β a direct measure of their conviction.
Filings activity in FORR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new FORR position in Q1 2026
Institutions that fully closed their FORR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 100 | 5.7% | 44.79% | 7.61 pp | $60M | 15% |
| Q4 2025 | 106 | 1.9% | 52.40% | 14.78 pp | $70M | 22% |
| Q3 2025 | 108 | +4.9% | 67.18% | +2.57 pp | $90M | +4.0% |
| Q2 2025 | 103 | +7.3% | 64.61% | +3.04 pp | $87M | +4.9% |
| Q1 2025 | 96 | 5.0% | 61.57% | 138.42 pp | $83M | 88% |
| Q4 2024 | 101 | 5.6% | 199.99% | +70.01 pp | $683M | +292% |
| Q3 2024 | 107 | 0.9% | 129.98% | +1.81 pp | $174M | +1.4% |
| Q2 2024 | 108 | β | 128.17% | β | $172M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FORR stock.
Based on Q1 2026 13F filings, institutional ownership of Forrester Research, Inc. stands at 44.8%, held across 100 reporting institutions.
Portolan Capital Management, LLC is the largest reported institutional holder of FORR, with approximately 1,541,276 shares worth $0.01B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of FORR, including RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for FORR is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in FORR during Q1 2026, while 25 fully exited. 23 added to existing positions and 56 trimmed.
FORR institutional ownership fell by 7.61 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 63.9% of all reported 13F value in FORR, and the top 25 account for 90.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Forrester Research, Inc. (FORR) Institutional Ownership