FORRESTER RESEARCH, INC. - FORR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 956,928 | 7,770 | 0.0% | 0.0% | 1 | +4,103 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Portolan Capital Management, LLC | History | Added to | 705,749 | 5,730 | 0.31% | 0.29% | 2 | +191,877 | 37.34% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 659,061 | 5,351 | 0.0% | 0.0% | 3 | +9,296 | 1.43% | Q4 2025 | Jan 29, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 588,888 | 4,781 | 1.05% | 1.01% | 4 | +156,566 | 36.22% | Q4 2025 | Feb 04, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 556,342 | 4,517 | 0.1% | 0.13% | 5 | -120,509 | -17.8% | Q4 2025 | Feb 17, 2026 |
| Tieton Capital Management, LLC | History | New | 538,560 | 4,373 | 1.5% | — | 6 | +538,560 | New | Q4 2025 | Feb 10, 2026 |
| Caption Management, LLC | History | New | 504,834 | 4,099 | 0.03% | — | 7 | +504,834 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 448,006 | 3,637 | 0.01% | 0.01% | 8 | -16,600 | -3.57% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 425,709 | 3,453 | 0.01% | 0.01% | 9 | +54,009 | 14.53% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 398,181 | 3,232 | 0.0% | 0.0% | 10 | -77,629 | -16.32% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 349,239 | 2,835 | 0.01% | 0.01% | 11 | +15,260 | 4.57% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 298,429 | 2,423 | 0.0% | 0.0% | 12 | +5,793 | 1.98% | Q4 2025 | Feb 09, 2026 |
| Invenomic Capital Management LP | History | Reduced | 258,733 | 2,100 | 0.1% | 0.14% | 13 | -5,880 | -2.22% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 255,745 | 2,076 | 0.0% | 0.0% | 14 | +3,778 | 1.5% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 237,564 | 1,929 | 0.0% | 0.0% | 15 | -17,800 | -6.97% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | Added to | 229,890 | 1,866 | 0.01% | 0.0% | 16 | +137,571 | 149.02% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 199,591 | 1,620 | 0.0% | 0.0% | 17 | +61,985 | 45.05% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 150,859 | 1,224 | 0.03% | 0.03% | 18 | +4,000 | 2.72% | Q4 2025 | Feb 17, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 150,000 | 1,216 | 0.16% | 0.21% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 133,954 | 1,087 | 0.0% | 0.0% | 20 | +123,833 | 1223.53% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 126,895 | 1,030 | 0.0% | 0.0% | 21 | -67,008 | -34.56% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 123,809 | 1,005 | 0.0% | 0.0% | 22 | +46,344 | 59.83% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 122,324 | 993 | 0.0% | 0.0% | 23 | +11,948 | 10.82% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 121,204 | 984 | 0.0% | 0.0% | 24 | -26,820 | -18.12% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 105,903 | 859 | 0.0% | 0.0% | 25 | -35,600 | -25.16% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 100,040 | 812 | 0.0% | 0.0% | 26 | -4,824 | -4.6% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 99,074 | 804 | 0.0% | 0.0% | 27 | +63,685 | 179.96% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 98,665 | 801 | 0.0% | 0.0% | 28 | -25,277 | -20.39% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 93,789 | 761 | 0.0% | 0.0% | 29 | -1,598 | -1.68% | Q4 2025 | Feb 13, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 91,500 | 743 | 0.42% | 0.57% | 30 | -3,600 | -3.79% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 87,339 | 709 | 0.0% | 0.0% | 31 | +5,745 | 7.04% | Q4 2025 | Mar 25, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 87,200 | 708 | 0.0% | — | 32 | +87,200 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 73,406 | 596 | 0.0% | 0.0% | 33 | +20,434 | 38.58% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 66,490 | 539 | 0.0% | 0.0% | 34 | +18,136 | 37.51% | Q4 2025 | Feb 10, 2026 |
| Topline Capital Management, LLC | History | New | 65,168 | 529 | 0.05% | — | 35 | +65,168 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 56,433 | 458 | 0.0% | 0.0% | 36 | +24,304 | 75.65% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 55,515 | 450 | 0.0% | 0.0% | 37 | -21,282 | -27.71% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 50,771 | 412 | 0.0% | 0.0% | 38 | +1,712 | 3.49% | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 47,381 | 384 | 0.0% | 0.0% | 39 | -31,759 | -40.13% | Q4 2025 | Jan 09, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | No change | 46,779 | 380 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 45,563 | 369 | 0.0% | 0.0% | 41 | -2,610 | -5.42% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 40,113 | 320 | 0.0% | 0.0% | 42 | -2,631 | -6.16% | Q4 2025 | Mar 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 36,575 | 296 | 0.01% | 0.02% | 43 | -43,804 | -54.5% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 33,886 | 275 | 0.0% | — | 44 | +33,886 | New | Q4 2025 | Jan 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 31,145 | 252 | 0.0% | 0.0% | 45 | +2,752 | 9.69% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 29,768 | 241 | 0.0% | — | 46 | +29,768 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 24,807 | 202 | 0.0% | 0.0% | 47 | -16,219 | -39.53% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 19,522 | 158 | 0.0% | 0.0% | 48 | +6,787 | 53.29% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 18,506 | 150 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 17,775 | 144 | 0.0% | 0.0% | 50 | +937 | 5.56% | Q4 2025 | Feb 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,620 | 143 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 16,407 | 133 | 0.0% | — | 52 | +16,407 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,053 | 122 | 0.0% | 0.0% | 53 | -2,410 | -13.8% | Q4 2025 | Feb 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 13,934 | 113 | 0.05% | — | 54 | +13,934 | New | Q4 2025 | Feb 17, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 13,876 | 112 | 0.02% | 0.04% | 55 | -11,850 | -46.06% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 13,444 | 109 | 0.0% | 0.0% | 56 | +7,254 | 117.19% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,977 | 105 | 0.0% | 0.0% | 57 | +436 | 3.48% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,842 | 104 | 0.0% | 0.0% | 58 | +4,058 | 46.2% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 12,544 | 101 | 0.0% | 0.0% | 59 | -4,827 | -27.79% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 11,718 | 95 | 0.0% | 0.0% | 60 | +1,091 | 10.27% | Q4 2025 | Feb 13, 2026 |
| Nierenberg Investment Management Company, LLC | History | No change | 11,555 | 93 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 11,442 | 92 | 0.0% | — | 63 | +11,442 | New | Q4 2025 | Mar 09, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 11,420 | 92 | 0.01% | — | 62 | +11,420 | New | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | New | 11,170 | 90 | 0.01% | — | 65 | +11,170 | New | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | New | 11,100 | 90 | 0.0% | — | 64 | +11,100 | New | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 7,253 | 58 | 0.0% | 0.0% | 67 | -17,922 | -71.19% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 7,158 | 58 | 0.0% | 0.0% | 66 | +6,633 | 1263.43% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 5,452 | 44 | 0.0% | 0.0% | 68 | -2,993 | -35.44% | Q4 2025 | Jan 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,458 | 44 | 0.0% | 0.0% | 69 | -196 | -3.47% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,699 | 38 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 4,438 | 36 | 0.0% | 0.01% | 71 | -178 | -3.86% | Q4 2025 | Jan 08, 2026 |
| FMR LLC | History | Reduced | 4,102 | 33 | 0.0% | 0.0% | 72 | -1,240 | -23.21% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,050 | 32 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 3,689 | 29 | 0.0% | 0.0% | 74 | +623 | 20.32% | Q4 2025 | Jan 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,253 | 26 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | New | 3,000 | 24 | 0.02% | — | 76 | +3,000 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,620 | 21 | 0.0% | — | 77 | +2,620 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,585 | 12 | 0.0% | 0.0% | 78 | +433 | 37.59% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,332 | 11 | 0.0% | — | 79 | +1,332 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,323 | 10 | 0.0% | 0.0% | 80 | -4,321 | -76.56% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,160 | 9 | 0.0% | 0.0% | 82 | +168 | 16.94% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,192 | 9 | 0.0% | 0.0% | 81 | -135 | -10.17% | Q4 2025 | Jan 15, 2026 |
| Legal & General Group Plc | History | No change | 972 | 7 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 966 | 7 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | No change | 790 | 6 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 699 | 5 | 0.0% | 0.0% | 86 | -14 | -1.96% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 360 | 3 | 0.0% | 0.0% | 87 | -29 | -7.46% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | No change | 275 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Reduced | 124 | 1 | 0.0% | 0.0% | 91 | -7,242 | -98.32% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 132 | 1 | 0.0% | 0.0% | 93 | -71 | -34.98% | Q4 2025 | Jan 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 166 | 1 | 0.0% | 0.0% | 90 | -3 | -1.78% | Q4 2025 | Jan 20, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 191 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | No change | 206 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -106,387 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91,654 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -82,050 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -60,213 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.03% | — | -27,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,802 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.95% | — | -19,427 | -100.0% | Q3 2025 | Dec 09, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,309 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,803 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,748 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,736 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Avion Wealth | History | Reduced | 54 | 0 | — | 0.0% | — | -192 | -78.05% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q3 2025 | Oct 17, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 109 | 0 | — | 0.0% | — | -133 | -54.96% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Oct 22, 2025 |
| True Wealth Design, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -109 | -94.78% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -74 | -97.37% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -69 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -48 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Root Financial Partners, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 106 | 0 | — | 0.0% | — | -25 | -19.08% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 30 | 0 | — | — | — | +10 | 50.0% | Q4 2025 | Feb 20, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |