Forrester Research Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 956.93 K | $7.77 M | 0.43% | 5.04% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 02/17/2026 | 705.75 K | $5.73 M | 37.34% | 3.71% |
| VANGUARD GROUP INC | 01/29/2026 | 659.06 K | $5.35 M | 1.43% | 3.47% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/04/2026 | 588.89 K | $4.78 M | 36.22% | 3.08% |
| ARROWMARK COLORADO HOLDINGS LLC | 02/17/2026 | 556.34 K | $4.52 M | -17.80% | 2.93% |
| TIETON CAPITAL MANAGEMENT, LLC | 02/10/2026 | 538.56 K | $4.37 M | 100.00% | 2.82% |
| CAPTION MANAGEMENT, LLC | 02/17/2026 | 500.00 K | $4.06 M | 100.00% | 2.63% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 448.01 K | $3.64 M | -3.57% | 2.36% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 425.71 K | $3.45 M | 14.53% | 2.23% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 398.18 K | $3.23 M | -16.32% | 2.08% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 349.24 K | $2.84 M | 4.57% | 1.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 298.43 K | $2.42 M | 1.98% | 1.57% |
| INVENOMIC CAPITAL MANAGEMENT LP | 02/17/2026 | 258.73 K | $2.10 M | -2.22% | 1.36% |
| STATE STREET CORP | 02/13/2026 | 255.75 K | $2.08 M | 1.50% | 1.35% |
| FEDERATED HERMES, INC. | 02/12/2026 | 237.56 K | $1.93 M | -6.97% | 1.24% |
| WALLEYE CAPITAL LLC | 02/13/2026 | 229.89 K | $1.87 M | 149.02% | 1.21% |
| JPMORGAN CHASE & CO | 02/11/2026 | 199.59 K | $1.62 M | 45.05% | 1.04% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 150.86 K | $1.22 M | 2.72% | 0.79% |
| HERALD INVESTMENT MANAGEMENT LTD | 02/13/2026 | 150.00 K | $1.22 M | 0.00% | 0.79% |
| SEI INVESTMENTS CO | 02/13/2026 | 133.95 K | $1.09 M | 1,223.53% | 0.70% |
| MORGAN STANLEY | 02/13/2026 | 126.90 K | $1.03 M | -34.56% | 0.67% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 123.81 K | $1.01 M | 59.83% | 0.65% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 122.32 K | $993.27 K | 10.82% | 0.64% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 121.20 K | $984.18 K | -18.12% | 0.64% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 105.90 K | $859.93 K | -25.16% | 0.56% |
| NORTHERN TRUST CORP | 02/17/2026 | 100.04 K | $812.32 K | -4.60% | 0.53% |
| CITADEL ADVISORS LLC | 02/17/2026 | 99.07 K | $804.48 K | 179.96% | 0.52% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 98.67 K | $801.16 K | -20.39% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 93.79 K | $761.57 K | -1.68% | 0.49% |
| KESTREL INVESTMENT MANAGEMENT CORP | 02/03/2026 | 91.50 K | $743.00 K | -3.79% | 0.48% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 87.34 K | $709.19 K | 7.04% | 0.46% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 87.20 K | $708.06 K | 100.00% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 73.41 K | $596.06 K | 38.58% | 0.39% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 66.49 K | $539.90 K | 37.51% | 0.35% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 65.17 K | $529.16 K | 100.00% | 0.34% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 56.43 K | $458.24 K | 75.65% | 0.30% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 55.52 K | $450.78 K | -27.71% | 0.29% |
| BARCLAYS PLC | 02/13/2026 | 50.77 K | $412.26 K | 3.49% | 0.27% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 47.38 K | $384.73 K | -40.13% | 0.25% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 02/17/2026 | 46.78 K | $380.00 K | 0.00% | 0.25% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 45.56 K | $369.97 K | -5.42% | 0.24% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 36.58 K | $296.99 K | -54.50% | 0.19% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 33.89 K | $275.15 K | 100.00% | 0.18% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 31.15 K | $252.90 K | 9.69% | 0.16% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 29.77 K | $241.72 K | 100.00% | 0.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 24.81 K | $202.00 K | -39.53% | 0.13% |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 19.52 K | $158.52 K | 53.29% | 0.10% |
| NUVEEN, LLC | 02/12/2026 | 18.51 K | $150.27 K | 0.00% | 0.10% |
| INVESCO LTD. | 02/19/2026 | 17.78 K | $144.33 K | 5.56% | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 17.62 K | $143.07 K | 0.00% | 0.09% |
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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:
BlackRock, Inc.: 956,928
Portolan Capital Management, LLC: 705,749
VANGUARD GROUP INC: 659,061
Pacific Ridge Capital Partners, LLC: 588,888
ArrowMark Colorado Holdings LLC: 556,342
Tieton Capital Management, LLC: 538,560
51.51% of Forrester Research Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 13.11 M shares in the last 24 months. This purchase volume represents approximately $93.70 M in transactions.