Ranked by reported Q2 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 | 1.6M | $13.7M | +5.4% | 8.366% | 0.51% |
| 2 | Nantahala Capital Management, LLC | 763K | $6.4M | +9.9% | 3.933% | 0.11% |
| 3 | FIRST MANHATTAN CO. LLC. | 750K | $6.3M | 0.0% | 3.864% | 0.02% |
| 4 | Pacific Ridge Capital Partners, LLC | 705K | $5.9M | -0.8% | 3.633% | 1.08% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 500K | $4.2M | +2.8% | 2.578% | 0.00% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 418K | $3.5M | -4.2% | 2.154% | 0.00% |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 367K | $3.1M | -4.4% | 1.889% | 0.01% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 358K | $3.0M | +92.4% | 1.843% | 0.00% |
| 9 | Quantinno Capital Management LP | 289K | $2.4M | +29.1% | 1.490% | 0.00% |
| 10 | BlackRock, Inc. | 270K | $2.3M | -70.2% | 1.391% | 0.00% |
| 11 | Ancora Advisors LLC | 270K | $2.3M | — | 1.390% | 0.04% |
| 12 | ArrowMark Colorado Holdings LLC | 232K | $1.9M | -51.0% | 1.194% | 0.08% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 212K | $1.8M | -20.4% | 1.092% | 0.00% |
| 14 | SEI INVESTMENTS CO | 200K | $1.7M | -29.5% | 1.032% | 0.00% |
| 15 | Russell Investments Group, Ltd. | 199K | $1.7M | +4110.1% | 1.025% | 0.00% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 169K | $1.4M | -46.6% | 0.871% | 0.00% |
| 17 | JANE STREET GROUP, LLC | 168K | $1.4M | +95.0% | 0.867% | 0.00% |
| 18 | MORGAN STANLEY | 164K | $1.4M | +60.5% | 0.844% | 0.00% |
| 19 | TWO SIGMA INVESTMENTS, LP | 132K | $1.1M | +30.1% | 0.681% | 0.00% |
| 20 | Nierenberg Investment Management Company, LLC | 131K | $1.1M | 0.0% | 0.675% | 0.55% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 124K | $1.0M | -18.1% | 0.637% | 0.02% |
| 22 | KESTREL INVESTMENT MANAGEMENT CORP | 92K | $770K | 0.0% | 0.471% | 0.42% |
| 23 | Trexquant Investment LP | 77K | $647K | +128.8% | 0.396% | 0.00% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75K | $627K | -80.8% | 0.384% | 0.00% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 70K | $589K | -5.4% | 0.361% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FORR — a direct measure of their conviction.
Filings activity in FORR during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | 3.9% | 55.40% | 4.72 pp | $79M | +32% |
| Q1 2026 | 102 | 4.7% | 60.12% | +6.67 pp | $60M | 19% |
| Q4 2025 | 107 | 0.9% | 53.45% | +5.89 pp | $74M | 17% |
| Q3 2025 | 108 | +4.9% | 47.56% | 0.87 pp | $90M | +4.0% |
| Q2 2025 | 103 | +7.3% | 48.43% | 1.07 pp | $87M | +4.9% |
| Q1 2025 | 96 | 5.0% | 49.50% | 150.49 pp | $83M | 88% |
| Q4 2024 | 101 | 5.6% | 199.99% | +146.26 pp | $683M | +292% |
| Q3 2024 | 107 | — | 53.73% | — | $174M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FORR stock.
Based on Q2 2026 13F filings, institutional ownership of Forrester Research, Inc. stands at 55.4%, held across 98 reporting institutions.
Portolan Capital Management, LLC is the largest reported institutional holder of FORR, with approximately 1,623,925 shares worth $0.01B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of FORR, including RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for FORR is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in FORR during Q2 2026, while 21 fully exited. 56 added to existing positions and 21 trimmed.
FORR institutional ownership fell by 4.72 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 64.3% of all reported 13F value in FORR, and the top 25 account for 88.9%.
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