Forrester Research Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PORTOLAN CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.54 M | $8.72 M | 118.39% | 8.10% |
| BLACKROCK, INC. | 05/13/2026 | 907.38 K | $5.14 M | -5.18% | 4.77% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 750.00 K | $4.25 M | 760.09% | 3.94% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/11/2026 | 710.85 K | $4.02 M | 20.71% | 3.74% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 05/15/2026 | 694.42 K | $3.93 M | 100.00% | 3.65% |
| TIETON CAPITAL MANAGEMENT, LLC | 05/08/2026 | 559.04 K | $3.16 M | 3.80% | 2.94% |
| 05/15/2026 | 486.92 K | $2.76 M | 100.00% | 2.56% | |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 472.95 K | $2.68 M | -14.99% | 2.49% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 436.71 K | $2.47 M | -2.52% | 2.30% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 423.34 K | $2.39 M | -0.56% | 2.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 389.25 K | $2.20 M | 100.00% | 2.05% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 383.59 K | $2.17 M | 9.84% | 2.02% |
| CLEAR STREET GROUP INC. | 05/15/2026 | 319.90 K | $1.81 M | 100.00% | 1.68% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 316.79 K | $1.79 M | 6.15% | 1.67% |
| SEI INVESTMENTS CO | 05/13/2026 | 284.42 K | $1.61 M | 112.33% | 1.50% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 266.39 K | $1.51 M | -33.10% | 1.40% |
| STATE STREET CORP | 05/15/2026 | 259.07 K | $1.47 M | 1.30% | 1.36% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 224.09 K | $1.27 M | 80.99% | 1.18% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 185.92 K | $1.05 M | 88.44% | 0.98% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 150.86 K | $853.86 K | 0.00% | 0.79% |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 05/13/2026 | 131.11 K | $742.08 K | 1,034.66% | 0.69% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 127.64 K | $722.41 K | 46.14% | 0.67% |
| NORTHERN TRUST CORP | 05/14/2026 | 102.65 K | $580.98 K | 2.61% | 0.54% |
| MORGAN STANLEY | 05/15/2026 | 102.07 K | $577.74 K | -19.56% | 0.54% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 101.60 K | $575.06 K | -16.17% | 0.53% |
| 05/08/2026 | 98.17 K | $555.65 K | 100.00% | 0.52% | |
| KESTREL INVESTMENT MANAGEMENT CORP | 05/05/2026 | 91.50 K | $517.89 K | 0.00% | 0.48% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 88.94 K | $503.40 K | -5.17% | 0.47% |
| JANE STREET GROUP, LLC | 05/12/2026 | 86.34 K | $488.70 K | 100.00% | 0.45% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 73.98 K | $418.72 K | 100.00% | 0.39% |
| CLEAR STREET GROUP INC. | 05/15/2026 | 69.94 K | $395.87 K | 100.00% | 0.37% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 68.76 K | $389.16 K | 3.41% | 0.36% |
| K2 PRINCIPAL FUND, L.P. | 05/14/2026 | 50.18 K | $284.01 K | 100.00% | 0.26% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 05/15/2026 | 46.78 K | $265.00 K | 0.00% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 45.64 K | $258.31 K | -37.83% | 0.24% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 43.34 K | $245.29 K | -4.89% | 0.23% |
| HSBC HOLDINGS PLC | 04/30/2026 | 39.32 K | $224.89 K | -1.98% | 0.21% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 38.51 K | $218.00 K | 55.23% | 0.20% |
| FEDERATED HERMES, INC. | 05/11/2026 | 37.75 K | $213.68 K | -84.11% | 0.20% |
| BARCLAYS PLC | 05/15/2026 | 35.24 K | $199.46 K | -30.59% | 0.19% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 34.85 K | $197.23 K | 11.88% | 0.18% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 33.62 K | $190.29 K | -40.42% | 0.18% |
| XTX TOPCO LTD | 05/15/2026 | 26.24 K | $148.51 K | 100.00% | 0.14% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 25.81 K | $146.09 K | -78.90% | 0.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 23.76 K | $134.49 K | 100.00% | 0.13% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 22.55 K | $127.63 K | 100.00% | 0.12% |
| INVESCO LTD. | 05/12/2026 | 20.60 K | $116.60 K | 15.90% | 0.11% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 20.12 K | $113.86 K | -63.76% | 0.11% |
| NUVEEN, LLC | 04/30/2026 | 18.65 K | $105.54 K | 0.76% | 0.10% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 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, 164 institutional investors and hedge funds held shares of Forrester Research Inc.. The most heavily invested institutionals were:
Portolan Capital Management, LLC: 1.54 M
BlackRock, Inc.: 907,377
FIRST MANHATTAN CO. LLC.: 750,000
Pacific Ridge Capital Partners, LLC: 710,847
Nantahala Capital Management, LLC: 694,422
Tieton Capital Management, LLC: 559,041
59.68% of Forrester Research Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.80 M shares in the last 24 months. This purchase volume represents approximately $93.26 M in transactions.