FORRESTER RESEARCH, INC. - FORR
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Portolan Capital Management, LLC | History | Added to | 1,541,276 | 8,723 | 0.46% | 0.31% | 1 | +835,527 | 118.39% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 659,061 | 5,351 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 907,377 | 5,135 | 0.0% | 0.0% | 3 | -49,551 | -5.18% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 750,000 | 4,245 | 0.01% | 0.0% | 4 | +662,800 | 760.09% | Q1 2026 | May 15, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 710,847 | 4,023 | 0.87% | 1.05% | 5 | +121,959 | 20.71% | Q1 2026 | May 11, 2026 |
| Nantahala Capital Management, LLC | History | New | 694,422 | 3,930 | 0.14% | — | 6 | +694,422 | New | Q1 2026 | May 15, 2026 |
| Tieton Capital Management, LLC | History | Added to | 559,041 | 3,164 | 1.06% | 1.5% | 7 | +20,481 | 3.8% | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 486,922 | 2,755 | 0.0% | — | 8 | +486,922 | New | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 472,952 | 2,676 | 0.07% | 0.1% | 9 | -83,390 | -14.99% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 436,706 | 2,471 | 0.0% | 0.01% | 10 | -11,300 | -2.52% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 423,338 | 2,393 | 0.0% | 0.01% | 11 | -2,371 | -0.56% | Q1 2026 | May 13, 2026 |
| Clear Street Group Inc. | History | New | 389,842 | 2,206 | 0.01% | — | 12 | +389,842 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 389,254 | 2,203 | 0.0% | — | 13 | +389,254 | New | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 383,589 | 2,171 | 0.01% | 0.01% | 14 | +34,350 | 9.84% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 316,788 | 1,793 | 0.0% | 0.0% | 15 | +18,359 | 6.15% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 284,424 | 1,609 | 0.0% | 0.0% | 16 | +150,470 | 112.33% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 266,389 | 1,507 | 0.0% | 0.0% | 17 | -131,792 | -33.1% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 259,070 | 1,466 | 0.0% | 0.0% | 18 | +3,325 | 1.3% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 224,085 | 1,268 | 0.0% | 0.0% | 19 | +100,276 | 80.99% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 185,922 | 1,052 | 0.0% | 0.0% | 20 | +87,257 | 88.44% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 105,903 | 859 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 150,859 | 853 | 0.02% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nierenberg Investment Management Company, LLC | History | Added to | 131,110 | 742 | 0.37% | 0.05% | 23 | +119,555 | 1034.66% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 127,635 | 722 | 0.0% | 0.0% | 24 | +40,296 | 46.14% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 102,647 | 580 | 0.0% | 0.0% | 25 | +2,607 | 2.61% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 102,073 | 577 | 0.0% | 0.0% | 26 | -24,822 | -19.56% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 101,601 | 575 | 0.0% | 0.0% | 27 | -19,603 | -16.17% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 98,172 | 555 | 0.0% | — | 28 | +98,172 | New | Q1 2026 | May 08, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | No change | 91,500 | 517 | 0.31% | 0.42% | 29 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 88,939 | 503 | 0.0% | 0.0% | 30 | -4,850 | -5.17% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 86,342 | 488 | 0.0% | — | 31 | +86,342 | New | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 73,978 | 418 | 0.0% | — | 32 | +73,978 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 68,756 | 389 | 0.0% | 0.0% | 33 | +2,266 | 3.41% | Q1 2026 | May 05, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 50,178 | 284 | 0.02% | — | 34 | +50,178 | New | Q1 2026 | May 14, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | No change | 46,779 | 265 | 0.01% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 45,637 | 258 | 0.0% | 0.0% | 36 | -27,769 | -37.83% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 43,337 | 245 | 0.0% | 0.0% | 37 | -2,226 | -4.89% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 39,317 | 224 | 0.0% | 0.0% | 38 | -796 | -1.98% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 38,507 | 218 | 0.0% | 0.0% | 39 | +13,700 | 55.23% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 37,753 | 213 | 0.0% | 0.0% | 40 | -199,811 | -84.11% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 35,241 | 199 | 0.0% | 0.0% | 41 | -15,530 | -30.59% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 34,846 | 197 | 0.0% | 0.0% | 42 | +3,701 | 11.88% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 33,620 | 190 | 0.0% | 0.0% | 43 | -22,813 | -40.42% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 26,238 | 148 | 0.0% | — | 44 | +26,238 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 25,811 | 146 | 0.0% | 0.0% | 45 | -96,513 | -78.9% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,620 | 143 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 23,762 | 134 | 0.0% | — | 47 | +23,762 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 22,550 | 127 | 0.0% | — | 48 | +22,550 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 20,601 | 116 | 0.0% | 0.0% | 49 | +2,826 | 15.9% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 20,116 | 113 | 0.0% | 0.0% | 50 | -35,399 | -63.76% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 18,647 | 105 | 0.0% | 0.0% | 51 | +141 | 0.76% | Q1 2026 | Apr 30, 2026 |
| Inscription Capital, LLC | History | Added to | 17,170 | 97 | 0.01% | 0.01% | 52 | +6,000 | 53.72% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 16,338 | 92 | 0.0% | 0.0% | 53 | +3,794 | 30.25% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,559 | 82 | 0.0% | 0.0% | 54 | -494 | -3.28% | Q1 2026 | May 12, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 13,076 | 74 | 0.01% | 0.02% | 55 | -800 | -5.77% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,600 | 71 | 0.0% | 0.0% | 56 | -377 | -2.91% | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 11,718 | 66 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 11,100 | 62 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 9,329 | 52 | 0.0% | 0.0% | 59 | +3,877 | 71.11% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 7,269 | 41 | 0.0% | 0.0% | 60 | +3,167 | 77.21% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,253 | 41 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,306 | 35 | 0.0% | 0.0% | 62 | -7,138 | -53.09% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,594 | 31 | 0.0% | 0.0% | 63 | +136 | 2.49% | Q1 2026 | May 15, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | Added to | 5,000 | 28 | 0.02% | 0.02% | 64 | +2,000 | 66.67% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,123 | 28 | 0.0% | 0.0% | 65 | +685 | 15.43% | Q1 2026 | Apr 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,879 | 27 | 0.0% | 0.0% | 66 | -194,712 | -97.56% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,727 | 26 | 0.0% | 0.0% | 68 | +3,567 | 307.5% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,699 | 26 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,348 | 24 | 0.0% | 0.0% | 69 | -8,494 | -66.14% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,049 | 22 | 0.0% | — | 70 | +4,049 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,253 | 18 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 2,696 | 15 | 0.0% | 0.0% | 72 | +1,373 | 103.78% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,500 | 14 | 0.0% | 0.0% | 73 | +915 | 57.73% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 1,572 | 8 | 0.0% | 0.0% | 74 | +1,448 | 1167.74% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,123 | 6 | 0.0% | 0.0% | 75 | -6,035 | -84.31% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,084 | 6 | 0.0% | 0.0% | 76 | -2,605 | -70.62% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Added to | 1,180 | 6 | 0.0% | 0.0% | 77 | +755 | 177.65% | Q1 2026 | May 21, 2026 |
| Legal & General Group Plc | History | No change | 972 | 5 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 966 | 5 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 619 | 3 | 0.0% | 0.0% | 80 | -80 | -11.44% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 379 | 2 | 0.0% | 0.0% | 81 | -411 | -52.03% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 295 | 1 | 0.0% | 0.0% | 84 | -1,037 | -77.85% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 216 | 1 | 0.0% | — | 85 | +200 | 1250.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 177 | 1 | 0.0% | — | 86 | +177 | New | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | No change | 275 | 1 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 191 | 1 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -504,834 | -100.0% | Q1 2026 | May 15, 2026 |
| Invenomic Capital Management LP | History | Closed out | 0 | 0 | — | 0.1% | — | -258,733 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -229,890 | -100.0% | Q1 2026 | May 13, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Closed out | 0 | 0 | — | 0.16% | — | -150,000 | -100.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99,074 | -100.0% | Q1 2026 | May 15, 2026 |
| Topline Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -65,168 | -100.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -47,381 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,575 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,886 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,768 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,522 | -100.0% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,407 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -13,934 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,442 | -100.0% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,420 | -100.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,050 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,620 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,192 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 118 | 0 | — | 0.0% | — | -88 | -42.72% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 175 | 0 | — | — | — | +66 | 60.55% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 90 | 0 | — | — | — | +60 | 200.0% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q1 2026 | Apr 07, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | Added to | 35 | 0 | — | — | — | +29 | 483.33% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 24 | 0 | — | — | — | +21 | 700.0% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 24 | 0 | — | — | — | +18 | 300.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 115 | 0 | — | — | — | +9 | 8.49% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 37 | 0 | — | — | — | +7 | 23.33% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 11 | 0 | — | — | — | +7 | 175.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |