FORRESTER RESEARCH, INC. - FORR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 1,623,925 13,657 0.51% 0.51% 1 0 0.0% Q2 2026 Aug 14, 2026
Nantahala Capital Management, LLC History No change 763,446 6,420 0.21% 0.21% 2 0 0.0% Q2 2026 Aug 14, 2026
Tieton Capital Management, LLC History No change 757,476 6,370 1.83% 1.83% 3 0 0.0% Q2 2026 Aug 10, 2026
FIRST MANHATTAN CO. LLC. History No change 750,000 6,307 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
Pacific Ridge Capital Partners, LLC History No change 705,344 5,931 1.08% 1.08% 5 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 500,395 4,208 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 429,610 3,609 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 418,206 3,517 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 366,689 3,083 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 357,665 3,007 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 289,195 2,432 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 270,105 2,271 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 269,891 2,269 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 14, 2026
ArrowMark Colorado Holdings LLC History No change 231,808 1,949 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 211,963 1,782 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 200,406 1,685 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 199,012 1,673 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 06, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 169,088 1,422 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 168,333 1,415 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 163,788 1,377 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 132,202 1,111 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
Nierenberg Investment Management Company, LLC History No change 131,110 1,102 0.55% 0.55% 22 0 0.0% Q2 2026 Aug 10, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 123,617 1,039 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
KESTREL INVESTMENT MANAGEMENT CORP History No change 91,500 769 0.42% 0.42% 24 0 0.0% Q2 2026 Aug 04, 2026
Trexquant Investment LP History No change 76,916 646 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 74,551 626 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 70,016 588 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 68,992 580 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 66,865 562 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 65,977 554 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 65,213 548 0.0% 0.0% 31 0 0.0% Q2 2026 Sep 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 64,854 545 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 64,275 541 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 54,743 461 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 52,118 438 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC History No change 46,779 393 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 43,759 368 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 40,105 337 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 38,578 324 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 19, 2026
HSBC HOLDINGS PLC History No change 38,425 322 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 35,203 296 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 33,648 282 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 32,792 275 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 28,997 243 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 27,636 232 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 06, 2026
IEQ CAPITAL, LLC History No change 27,040 227 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Personalized Indexing Management, LLC History No change 26,893 226 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 11, 2026
Aster Capital Management (DIFC) Ltd History No change 25,610 215 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 23,659 198 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 21,389 179 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 19,856 166 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 18,571 156 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 13,642 136 0.0% 0.0% 53 0 0.0% Q2 2026 Jul 15, 2026
Squarepoint Ops LLC History No change 15,727 132 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 15,672 131 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,536 130 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 13,211 111 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 13,026 109 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 12,032 101 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 11,718 98 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History No change 8,360 96 0.01% 0.01% 61 0 0.0% Q3 2026 Oct 01, 2026
Corient Private Wealth LP History No change 11,048 92 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 27, 2026
Arax Advisory Partners History No change 10,079 84 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 9,591 80 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 6,135 51 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 4,049 34 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 3,578 30 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Clear Street Group Inc. History No change 3,114 26 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 12, 2026
ELKHORN PARTNERS LIMITED PARTNERSHIP History No change 3,000 25 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 1,507 17 0.0% 0.0% 70 0 0.0% Q3 2026 Oct 08, 2026
UBS Group AG History No change 884 7 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 765 6 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 675 5 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History No change 651 5 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 432 3 0.0% 0.0% 75 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 275 2 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 258 2 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 293 2 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 217 1 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 128 1 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 160 1 0.0% 0.0% 81 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History No change 177 1 0.0% 0.0% 82 0 0.0% Q2 2026 Jul 20, 2026
Fortitude Family Office, LLC History No change 123 1 0.0% 0.0% 83 0 0.0% Q2 2026 Jul 20, 2026
True Wealth Design, LLC History No change 140 1 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History Reduced 25 0 — 0.0% — -127 -83.55% Q3 2026 Oct 08, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -11 -100.0% Q3 2026 Oct 07, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 20 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 37 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 16 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Covestor Ltd History No change 37 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History No change 11 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
JPL Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 79 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 14, 2026