Forrester Research, Inc. (FORR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

18,858,758Shares Outstanding

255,932Shares held by institutions

$1,435,779Value of institutional holdings

54.24%Institutional ownership %

19.80%Shares Changed QoQ

101No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Forrester Research, Inc. (NASDAQ:FORR) currently has 101 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of Forrester Research owned by institutions changed from 48.5% in September 2025 to 54.2% in December 2025, marking a slight up trend.
Institutional share ownership changed by 19.80% QoQ, while the number of institutional owners saw an increase of 2.02% YoY.
During the quarter, 45 institutions bought more Forrester Research shares, 39 sold shares, and 17 of the 101 total investors held their position steady.
This class of investors increased its holdings in Forrester Research to 10.23Mn shares for the 13F-cycle ending December 2025, up by 1.69Mn shares quarter on quarter, and up 153.84K shares year over year.
With 956.93K shares, BlackRock, Inc. commands the largest institutional position in Forrester Research as of December 31, 2025, equating to 5.07% of the company.
Among the most significant buyers of Forrester Research during December 2025 were Tieton Capital Management, LLC (538.56K), Caption Management, LLC (504.83K), Portolan Capital Management, LLC (191.88K), Pacific Ridge Capital Partners, LLC (156.57K), Walleye Capital LLC (137.57K).
Leading sellers of Forrester Research stock in December 2025 included ArrowMark Colorado Holdings LLC (120.51K), DIMENSIONAL FUND ADVISORS LP (77.63K), MORGAN STANLEY (67.01K), ROYAL BANK OF CANADA (48.15K), Ancora Advisors LLC (43.80K).
The top 10 institutional holders of Forrester Research for the quarter ending December 2025 included BlackRock, Inc. (956.93K), Portolan Capital Management, LLC (705.75K), VANGUARD GROUP INC (659.06K), Pacific Ridge Capital Partners, LLC (588.89K), ArrowMark Colorado Holdings LLC (556.34K), Tieton Capital Management, LLC (538.56K), Caption Management, LLC (504.83K), RENAISSANCE TECHNOLOGIES LLC (448.01K), ACADIAN ASSET MANAGEMENT LLC (425.71K), DIMENSIONAL FUND ADVISORS LP (398.18K).

101 Institutional Holders

255,932 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	956,928	4,103	0.43%	$7,770,256.00
Portolan Capital Management, LLC	31 Dec, 2025	705,749	191,877	37.34%	$5,730,682.00
VANGUARD GROUP INC	31 Dec, 2025	659,061	9,296	1.43%	$5,351,575.00
Pacific Ridge Capital Partners, LLC	31 Dec, 2025	588,888	156,566	36.22%	$4,781,771.00
ArrowMark Colorado Holdings LLC	31 Dec, 2025	556,342	-120,509	-17.80%	$4,517,497.00
Tieton Capital Management, LLC	31 Dec, 2025	538,560	538,560	0.00%	$4,373.00
Caption Management, LLC	31 Dec, 2025	504,834	504,834	0.00%	$4,099,252.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	448,006	-16,600	-3.57%	$3,637,809.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	425,709	54,009	14.53%	$3,453.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	398,181	-77,629	-16.32%	$3,232,754.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	349,239	15,260	4.57%	$2,835,821.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	298,429	5,793	1.98%	$2,423,497.00
Invenomic Capital Management LP	31 Dec, 2025	258,733	-5,880	-2.22%	$2,100,912.00
STATE STREET CORP	31 Dec, 2025	255,745	3,778	1.50%	$2,076,649.00
FEDERATED HERMES, INC.	31 Dec, 2025	237,564	-17,800	-6.97%	$1,929,019.00
Walleye Capital LLC	31 Dec, 2025	229,890	137,571	149.02%	$1,866,707.00
JPMORGAN CHASE & CO	31 Dec, 2025	199,591	61,985	45.05%	$1,620,679.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	150,859	4,000	2.72%	$1,224,975.00
HERALD INVESTMENT MANAGEMENT Ltd	31 Dec, 2025	150,000	0	0.00%	$1,216,500.00
SEI INVESTMENTS CO	31 Dec, 2025	133,954	123,833	1,223.53%	$1,087,698.00

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