FORRESTER RESEARCH, INC. - Common Stock (FORR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
FORR on Nasdaq
Shares outstanding
18,997,679
Price per share
$8.12
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,142,139
Total reported value
$96,887,652
% of total 13F portfolios
0%
Share change
-216,420
Value change
-$2,210,334
Number of holders
108
Price from insider filings
$8.12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FORRESTER RESEARCH, INC. - Common Stock (FORR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
COLONY GEORGE F 39% -0.51% $78,306,161 7,380,411 0% George F. Colony 30 Jun 2025
BlackRock, Inc. 5% $9,500,260 946,241 BlackRock, Inc. 31 Dec 2024
ROYCE & ASSOCIATES LP 0.56% -89% $1,127,809 -$10,759,061 106,387 -91% ROYCE & ASSOCIATES LP 30 Sep 2025

As of 30 Sep 2025, 108 institutional investors reported holding 9,142,139 shares of FORRESTER RESEARCH, INC. - Common Stock (FORR). This represents 48% of the company’s total 18,997,679 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FORRESTER RESEARCH, INC. - Common Stock (FORR) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 5% 952,825 +12% 0% $10,099,946
ArrowMark Colorado Holdings LLC 3.6% 676,851 -6.5% 0.13% $7,174,621
VANGUARD GROUP INC 3.4% 649,765 +0.59% 0% $6,887,509
Portolan Capital Management, LLC 2.7% 513,872 +46% 0.29% $5,447,043
DIMENSIONAL FUND ADVISORS LP 2.5% 475,810 -8.7% 0% $5,043,336
RENAISSANCE TECHNOLOGIES LLC 2.4% 464,606 -1.1% 0.01% $4,924,824
Pacific Ridge Capital Partners, LLC 2.3% 432,322 +5.1% 1% $4,582,613
ACADIAN ASSET MANAGEMENT LLC 2% 371,700 +10% 0.01% $3,937,000
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.8% 333,979 +20% 0.01% $3,540,177
GEODE CAPITAL MANAGEMENT, LLC 1.5% 292,636 +0.9% 0% $3,102,289
Invenomic Capital Management LP 1.4% 264,613 -5.1% 0.15% $2,804,898
FEDERATED HERMES, INC. 1.3% 255,364 +1% 0% $2,706,859
STATE STREET CORP 1.3% 251,967 +0.13% 0% $2,670,850
MORGAN STANLEY 1% 193,902 +13% 0% $2,055,361
Herald Investment Management Ltd 0.79% 150,000 0% 0.21% $1,588,500
TWO SIGMA INVESTMENTS, LP 0.78% 148,024 +59% 0% $1,569,054
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.77% 146,859 +42% 0.03% $1,556,705
TWO SIGMA ADVISERS, LP 0.74% 141,503 +17% 0% $1,499,932
JPMORGAN CHASE & CO 0.72% 137,606 -2.3% 0% $1,458,623
AQR CAPITAL MANAGEMENT LLC 0.65% 123,942 +178% 0% $1,313,784
D. E. Shaw & Co., Inc. 0.58% 110,376 +18% 0% $1,169,986
ROYCE & ASSOCIATES LP 0.56% 106,387 -91% 0.01% $1,127,702
NORTHERN TRUST CORP 0.55% 104,864 -3.3% 0% $1,111,559
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.5% 95,387 +7.6% 0% $1,011,102
KESTREL INVESTMENT MANAGEMENT CORP 0.5% 95,100 0% 0.57% $1,008,000

Institutional Holders of FORRESTER RESEARCH, INC. - Common Stock (FORR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 90,724 $736,680 +$16,626 $8.12 7
2025 Q3 9,142,139 $96,887,652 -$2,210,334 $10.60 108
2025 Q2 9,353,602 $92,597,871 -$875,375 $9.90 102
2025 Q1 9,473,757 $87,536,295 -$8,708,108 $9.24 92
2024 Q4 10,075,658 $157,884,691 -$4,599,725 $15.67 98
2024 Q3 10,325,657 $185,884,279 -$6,425,426 $18.01 105
2024 Q2 10,573,155 $180,588,836 +$2,213,397 $17.08 106
2024 Q1 10,244,232 $220,815,496 -$11,263,181 $21.56 106
2023 Q4 10,654,809 $285,654,812 +$2,784,188 $26.81 104
2023 Q3 10,543,423 $304,708,231 -$6,345,996 $28.90 105
2023 Q2 10,755,068 $312,886,855 -$1,737,011 $29.09 104
2023 Q1 10,764,112 $348,210,315 +$3,756,317 $32.35 121
2022 Q4 10,639,012 $380,450,595 +$3,735,690 $35.76 128
2022 Q3 10,525,867 $379,035,495 -$2,650,015 $36.01 123
2022 Q2 10,512,518 $502,903,817 +$6,490,894 $47.84 129
2022 Q1 10,489,731 $591,713,477 -$4,804,343 $56.42 131
2021 Q4 10,575,947 $620,930,840 -$2,777,395 $58.73 134
2021 Q3 10,735,377 $528,708,195 -$8,987,655 $49.26 118
2021 Q2 10,949,958 $501,506,066 -$4,877,910 $45.80 103
2021 Q1 11,056,296 $469,685,394 +$48,859 $42.48 98
2020 Q4 11,057,023 $463,313,358 +$5,814,949 $41.90 101
2020 Q3 10,935,092 $358,616,248 +$748,891 $32.79 91
2020 Q2 10,901,374 $349,272,197 +$3,304,344 $32.04 95
2020 Q1 10,799,939 $315,709,226 +$4,153,881 $29.23 99
2019 Q4 10,531,887 $439,181,923 +$19,843,721 $41.70 114
2019 Q3 10,118,700 $325,243,944 -$29,522,527 $32.14 114
2019 Q2 10,649,059 $500,263,448 +$6,454,344 $47.03 124
2019 Q1 10,596,252 $511,309,306 -$6,934,343 $48.35 128
2018 Q4 10,640,460 $475,472,249 -$18,169,273 $44.70 119
2018 Q3 11,035,879 $506,490,164 -$656,404 $45.90 111
2018 Q2 11,060,904 $464,167,083 +$10,145,458 $41.95 115
2018 Q1 10,826,077 $448,783,331 +$770,225 $41.45 116
2017 Q4 10,801,154 $477,419,011 +$23,986,620 $44.20 117
2017 Q3 10,229,921 $428,141,210 +$28,704,856 $41.85 114
2017 Q2 9,556,180 $374,714,867 -$8,288,490 $39.15 118
2017 Q1 9,781,588 $388,824,019 +$31,590,214 $39.75 119
2016 Q4 10,122,228 $434,741,460 +$10,216,083 $42.95 124
2016 Q3 9,962,389 $387,078,294 +$19,835,021 $38.90 111
2016 Q2 9,451,011 $348,392,490 -$7,405,799 $36.86 101
2016 Q1 9,686,292 $325,544,868 +$3,877,266 $33.61 97
2015 Q4 9,578,700 $272,811,565 -$3,050,254 $28.48 93
2015 Q3 9,640,421 $303,086,362 -$858,211 $31.44 94
2015 Q2 9,655,485 $347,791,539 -$6,953,258 $36.02 94
2015 Q1 9,848,294 $362,230,035 -$7,405,173 $36.78 96
2014 Q4 10,054,338 $395,710,391 -$6,356,687 $39.36 93
2014 Q3 10,215,448 $376,547,329 -$8,713,765 $36.86 93
2014 Q2 10,449,245 $395,813,139 -$25,714,392 $37.88 94
2014 Q1 11,129,884 $399,005,133 -$30,848,107 $35.85 94