Forrester Research Ownership | Who Owns Forrester Research?
Forrester Research Ownership Summary
Forrester Research is owned by 59.43% institutional investors, 39.77% insiders, and 0.80% retail investors. Portolan capital management is the largest institutional shareholder, holding 8.10% of FORR shares. Strategic Advisers U.S. Total Stock is the top mutual fund, with 3.69% of its assets in Forrester Research shares.
FORR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Forrester Research | 59.43% | 39.77% | 0.80% |
| Sector | Industrials Stocks | 49.74% | 15.70% | 34.56% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Portolan capital management | 1.54M | 8.10% | $8.72M |
| Blackrock | 933.57K | 4.84% | $15.95M |
| Blackrock funding, inc. /de | 907.38K | 4.77% | $5.14M |
| First manhattan co. llc. | 750.00K | 3.94% | $4.25M |
| Pacific ridge capital partners | 710.85K | 3.74% | $4.02M |
| Nantahala capital management | 694.42K | 3.65% | $3.93M |
| Vanguard group | 659.06K | 3.45% | $5.35M |
| Tieton capital management | 559.04K | 2.94% | $3.16M |
| Arrowmark colorado | 472.95K | 2.49% | $2.68M |
| Renaissance | 436.71K | 2.30% | $2.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 559.04K | 1.06% | $3.16M |
| Pacific ridge capital partners | 710.85K | 0.87% | $4.02M |
| Portolan capital management | 1.54M | 0.46% | $8.72M |
| Nierenberg investment management company | 131.11K | 0.37% | $742.08K |
| Kestrel investment management | 91.50K | 0.31% | $517.89K |
| Nantahala capital management | 694.42K | 0.14% | $3.93M |
| Arrowmark colorado | 472.95K | 0.07% | $2.68M |
| Petrus trust company, lta | 27.44K | 0.03% | $290.88K |
| K2 principal fund | 50.18K | 0.02% | $284.01K |
| Elkhorn partners limited partnership | 5.00K | 0.02% | $28.30K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Portolan capital management | 1.54M | 0.46% | 835.53K |
| Nantahala capital management | 694.42K | 0.14% | 694.42K |
| First manhattan co. llc. | 750.00K | 0.01% | 662.80K |
| Susquehanna group, llp | 389.25K | 0.00% | 389.25K |
| Sei investments | 284.42K | 0.00% | 150.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kent lake capital | - | - | -532.15K |
| Invenomic capital management lp | - | - | -258.73K |
| Ballentine partners | - | - | -250.56K |
| Walleye capital | - | - | -229.89K |
| Federated hermes | 37.75K | 0.00% | -199.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Nantahala capital management | 694.42K | 0.14% | 694.42K | $3.93M |
| Vanguard fiduciary trust | 73.98K | 0.00% | 73.98K | $418.71K |
| Clear street group | 69.94K | 0.00% | 69.94K | $395.87K |
| K2 principal fund | 50.18K | 0.02% | 50.18K | $284.01K |
| Xtx topco | 26.24K | 0.00% | 26.24K | $148.51K |
Sold Out
| Holder | Change |
|---|---|
| Raymond james financial | -1.00 |
| National bank of canada /fi/ | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Clearstead advisors | -2.00 |
| Innealta capital | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 98 | -8.41% | 11,302,406 | 15.00% | 59 | 2.22% | 54 | 12.50% | 27 | -34.15% |
| Dec 31, 2025 | 40 | -62.96% | 4,092,358 | -55.24% | 21 | 0.93% | 16 | -76.47% | 16 | -36.00% |
| Sep 30, 2025 | 46 | -51.58% | 4,025,941 | -53.85% | 21 | 1.01% | 29 | -46.30% | 9 | -68.97% |
| Jun 30, 2025 | 101 | 7.45% | 9,203,651 | -3.23% | 48 | 1.90% | 58 | 31.82% | 31 | -6.06% |
| Mar 31, 2025 | 3 | -96.94% | 372,489 | -96.30% | 1 | 0.07% | 2 | -95.35% | 1 | -97.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Strategic Advisers U.S. Total Stock | 708.14K | 3.69% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 611.59K | 3.19% | 611.59K |
| Tieton Small Cap Value | 559.04K | 2.92% | 20.48K |
| Royce Small-Cap Premier Quality | 472.01K | 2.48% | -211.65K |
| Royce Premier Invmt | 472.01K | 2.48% | -211.65K |
| Royce Value Trust Inc | 389.05K | 2.05% | -27.06K |
| Vanguard US Total Market Shares ETF | 360.30K | 1.90% | - |
| Vanguard Total Stock Mkt Idx Inv | 351.44K | 1.83% | - |
| iShares Russell 2000 ETF | 280.89K | 1.46% | 2.35K |
| Adara Smaller Companies | 278.21K | 1.45% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 05, 2024 | Facemire Michael | Chief Technology Officer | Sell | $13.49K |
| Aug 05, 2024 | Darrah Ryan | Chief Legal Officer | Sell | $71.14K |
| Aug 02, 2024 | Darrah Ryan | Chief Legal Officer | Sell | $14.51K |
| Feb 13, 2024 | Galford Robert | - | Sell | $269.54K |
| Aug 07, 2023 | Peltzman Steven P. | CBTO | Sell | $38.46K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
FORR Ownership FAQ
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