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FORR — FORRESTER RESH INC

Reported value held$34.34M
Funds holding (latest)39
SectorIndustrials
Funds holding (Q2 2026)21
Institutional value$16.02M · 1.96M sh
New / Add / Cut / Exit3 / 6 / 12 / 3
Top-5 / Top-10 concentration72.4% / 92.0%
Institutional holdings change Reducing -24.8% (-645.33K sh)
Institutional value change Up +10.3%

As of Q2 2026, 21 SEC-registered investment managers reported holding FORR (FORRESTER RESH INC) in their latest 13F filings, with a combined reported value of $16.02M across 1.96M shares. That is -24.8% by share count (-645.33K shares) versus the previous quarter, while reported value moved +10.3%. Ownership is concentrated: the five largest holders account for 72.4% of reported value and the top ten for 92.0%.

Compared with the prior quarter, 3 opened new positions, 6 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

FORR is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 659.06K $5.35M 0.00% Add
Renaissance Technologies history Q2 2026 418.21K $3.52M 0.01% Reduce
AQR Capital Management history Q2 2026 357.67K $3.01M 0.00% Add
Norges Bank Investment Management history Q4 2022 83.20K $2.98M 0.00% Add
Wellington Management Group history Q3 2024 136.63K $2.46M 0.00% Reduce
BlackRock Inc history Q2 2026 270.11K $2.27M 0.00% Reduce
Principal Global Investors history Q4 2023 60.06K $1.61M 0.00% Reduce
MFS Investment Management history Q1 2023 45.46K $1.47M 0.00% Reduce
Geode Capital Management history Q2 2026 169.09K $1.42M 0.00% Reduce
Morgan Stanley history Q2 2026 163.79K $1.38M 0.00% Add
Royce & Associates history Q3 2025 106.39K $1.13M 0.01% Reduce
Two Sigma Investments history Q2 2026 132.20K $1.11M 0.00% Add
Citadel Advisors history Q4 2025 99.07K $804.48K 0.00% Add
PSP Investments history Q4 2023 23.95K $642.21K 0.01% Add
Arrowstreet Capital history Q3 2025 60.21K $638.26K 0.00% Reduce
Goldman Sachs Group history Q2 2026 66.86K $562.34K 0.00% Reduce
Marshall Wace history Q2 2026 65.98K $554.87K 0.00% New
Charles Schwab Investment Management history Q2 2026 64.85K $545.42K 0.00% Reduce
Millennium Management history Q2 2026 43.76K $368.01K 0.00% New
Prudential Financial history Q4 2023 13.45K $360.65K 0.00% Reduce

View all 39 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Renaissance Technologies 847.99K 817.72K 776.52K 811.92K 733.67K 655.72K 641.01K 626.51K 613.51K 595.91K 557.71K 528.91K 503.71K 479.81K 477.02K 469.62K 464.61K 448.01K 436.71K 418.21K
AQR Capital Management 11.18K 28.59K 39.05K 43.12K 77.36K 79.26K 68.62K 38.48K 24.67K 23.60K 34.02K 63.84K 50.01K 35.67K — 44.64K 123.94K 98.67K 185.92K 357.67K
BlackRock Inc — — — — — — — — — — — — 1.03M 946.24K 875.55K 851.96K 952.83K 956.93K 907.38K 270.11K
Geode Capital Management 206.87K 206.54K 209.01K 211.14K 217.04K 224.34K 231.81K 242.20K 259.08K 269.89K 279.41K 289.92K 288.56K 291.86K 303.05K 290.04K 292.64K 298.43K 316.79K 169.09K
Morgan Stanley 102.16K 69.68K 54.23K 119.58K 132.81K 122.15K 116.04K 145.86K 151.81K 161.57K 181.89K 111.99K 108.66K 81.84K 106.67K 171.63K 193.90K 126.89K 102.07K 163.79K
Two Sigma Investments 34.61K 44.42K 36.87K 29.19K 22.59K 25.89K 47.32K 46.11K 42.14K 47.11K 84.48K 114.01K 101.22K 87.03K 79.65K 92.97K 148.02K 121.20K 101.60K 132.20K
Goldman Sachs Group 209.14K 170.41K 129.80K 85.41K 75.52K 46.87K 44.83K 42.21K 36.98K 33.41K 30.68K 121.41K 113.80K 80.88K 74.12K 59.75K 81.59K 87.34K 127.64K 66.86K
Marshall Wace 24.39K 10.16K — — — — — — — — 19.89K 23.45K — 14.43K — 13.25K — — — 65.98K
Charles Schwab Investment Management 77.49K 78.29K 80.51K 78.25K 81.11K 84.18K 85.45K 86.50K 92.77K 92.56K 94.02K 93.02K 96.31K 96.85K 88.40K 88.65K 95.39K 93.79K 88.94K 64.85K
Millennium Management 34.26K 60.59K 77.89K 121.49K 172.44K 24.84K 33.26K 93.73K 123.47K 13.40K 116.93K 274.44K 76.86K 120.71K 31.08K 58.89K 91.65K — — 43.76K
Bank of America Corp 20.78K 24.14K 26.96K 13.29K 18.22K 15.37K 26.04K 31.98K 60.37K 45.35K 77.44K 95.56K 63.10K 26.37K 31.11K 17.91K 52.97K 73.41K 45.64K 35.20K
Northern Trust Corp 139.76K 134.58K 130.17K 126.95K 127.74K 142.08K 143.34K 143.39K 142.66K 147.72K 135.72K 112.39K 112.45K 115.33K 111.37K 108.48K 104.86K 100.04K 102.65K 29.00K
BNY Mellon 105.23K 104.59K 103.76K 100.34K 103.95K 108.73K 106.88K 109.21K 102.79K 103.62K 55.94K 59.25K 51.24K 44.20K 47.90K 47.61K 48.35K 66.49K 68.76K 27.64K
D. E. Shaw & Co — — — — — — — — — 11.21K 33.31K 90.17K 84.60K 99.45K 102.55K 93.49K 110.38K 122.32K 25.81K 21.39K
PNC Financial Services 149 132 146 138 312 689 141 1.02K 1.02K 1.55K 13 11.21K 15.15K 15.00K 13.30K 12.45K 12.54K 12.98K 12.60K 15.54K
Invesco Ltd 44.09K 186.69K 179.69K 146.41K 166.28K 201.06K 46.20K 50.65K 51.61K 51.48K 32.52K 39.74K 23.21K 23.53K 21.05K 18.39K 16.84K 17.77K 20.60K 13.21K
Fidelity Management & Research (FMR) — — 157 291 213 386 790 663 1.17K 782 460 1.06K 2.54K 574 2.62K 5.30K 5.34K 4.10K 7.27K 9.59K
UBS Group AG 2.95K 7.77K 3.62K 406 22.23K 131.11K 137.72K 122.02K 65.10K 13.11K 23.22K 12.90K 5.52K 25.36K 9.40K 5.79K 5.64K 1.32K 2.70K 884
JPMorgan Chase & Co 47.42K 50.97K 40.55K 25.04K 25.07K 26.73K 60.57K 81.35K 46.42K 25.94K 51.99K 5.28K 5.23K 108.20K 166.77K 140.89K 137.61K 199.59K — 217
T. Rowe Price Associates 15.95K 15.74K 15.98K 16.60K 14.94K 18.68K 13.73K 13.78K 15.27K 22.27K 29.26K 32.61K 32.66K 35.52K 35.71K 36.53K 41.03K 24.81K 38.51K 54.74K

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