Forrester Research Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PORTOLAN CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.62 M | $13.66 M | 5.36% | 8.52% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 08/19/2026 | 763.45 K | $6.42 M | 9.94% | 4.00% |
| TIETON CAPITAL MANAGEMENT, LLC | 08/10/2026 | 757.48 K | $6.37 M | 35.50% | 3.97% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 750.00 K | $6.31 M | 0.00% | 3.93% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 705.34 K | $5.93 M | -0.77% | 3.70% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 500.40 K | $4.21 M | 2.77% | 2.62% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 429.61 K | $3.61 M | 1.48% | 2.25% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 418.21 K | $3.52 M | -4.24% | 2.19% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 366.69 K | $3.08 M | -4.41% | 1.92% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 357.67 K | $3.01 M | 92.37% | 1.88% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 289.20 K | $2.43 M | 29.06% | 1.52% |
| BLACKROCK, INC. | 08/07/2026 | 270.11 K | $2.27 M | -70.23% | 1.42% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 269.89 K | $2.27 M | 100.00% | 1.42% |
| ARROWMARK COLORADO HOLDINGS LLC | 08/13/2026 | 231.81 K | $1.95 M | -50.99% | 1.22% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 211.96 K | $1.78 M | -20.43% | 1.11% |
| SEI INVESTMENTS CO | 08/14/2026 | 200.41 K | $1.69 M | -29.54% | 1.05% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 199.01 K | $1.67 M | 4,110.11% | 1.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 169.09 K | $1.42 M | -46.62% | 0.89% |
| JANE STREET GROUP, LLC | 08/14/2026 | 168.33 K | $1.42 M | 94.96% | 0.88% |
| MORGAN STANLEY | 08/13/2026 | 163.79 K | $1.38 M | 60.46% | 0.86% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 132.20 K | $1.11 M | 30.12% | 0.69% |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 08/11/2026 | 131.11 K | $1.10 M | 0.00% | 0.69% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 123.62 K | $1.04 M | -18.06% | 0.65% |
| KESTREL INVESTMENT MANAGEMENT CORP | 08/04/2026 | 91.50 K | $769.52 K | 0.00% | 0.48% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 76.92 K | $646.86 K | 128.78% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 74.55 K | $626.97 K | -80.85% | 0.39% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 70.02 K | $588.84 K | -5.36% | 0.37% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 68.99 K | $580.22 K | 242.97% | 0.36% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 66.87 K | $562.34 K | -47.61% | 0.35% |
| MARSHALL WACE, LLP | 08/13/2026 | 65.98 K | $554.87 K | 100.00% | 0.35% |
| STATE STREET CORP | 08/07/2026 | 65.21 K | $548.44 K | -74.83% | 0.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 64.85 K | $545.42 K | -27.08% | 0.34% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 64.85 K | $545.42 K | 100.00% | 0.34% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 64.28 K | $541.00 K | 100.00% | 0.34% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 54.74 K | $461.00 K | 42.16% | 0.29% |
| FEDERATED HERMES, INC. | 08/12/2026 | 52.12 K | $438.31 K | 38.05% | 0.27% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 08/14/2026 | 46.78 K | $393.00 K | 0.00% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 43.76 K | $368.01 K | 100.00% | 0.23% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 40.11 K | $337.28 K | -7.46% | 0.21% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 38.58 K | $324.44 K | 62.35% | 0.20% |
| HSBC HOLDINGS PLC | 08/14/2026 | 38.43 K | $322.00 K | -2.27% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 35.20 K | $296.06 K | -22.86% | 0.18% |
| BARCLAYS PLC | 08/14/2026 | 33.65 K | $282.98 K | -4.52% | 0.18% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 32.79 K | $275.78 K | -66.60% | 0.17% |
| NORTHERN TRUST CORP | 08/13/2026 | 29.00 K | $243.87 K | -71.75% | 0.15% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 27.64 K | $232.42 K | -59.81% | 0.14% |
| IEQ CAPITAL, LLC | 08/11/2026 | 27.04 K | $227.41 K | 65.50% | 0.14% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 26.89 K | $226.17 K | 100.00% | 0.14% |
| ASTER CAPITAL MANAGEMENT (DIFC) LTD | 08/14/2026 | 25.61 K | $215.38 K | 100.00% | 0.13% |
| XTX TOPCO LTD | 08/14/2026 | 23.66 K | $198.97 K | -9.83% | 0.12% |
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Forrester Research Inc. institutional Ownership - FAQ's
During the previous two years, 165 institutional investors and hedge funds held shares of Forrester Research Inc.. The most heavily invested institutionals were:
Portolan Capital Management, LLC: 1.62 M
Nantahala Capital Management, LLC: 763,446
Tieton Capital Management, LLC: 757,476
FIRST MANHATTAN CO. LLC.: 750,000
Pacific Ridge Capital Partners, LLC: 705,344
VANGUARD CAPITAL MANAGEMENT LLC: 500,395
56.68% of Forrester Research Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.86 M shares in the last 24 months. This purchase volume represents approximately $93.62 M in transactions.