FORRESTER RESEARCH, INC. - Common Stock, $0.01 Par Value (FORR) Institutional Ownership

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

Type / Class
Equity / Common Stock, $0.01 Par Value
Symbol
FORR on Nasdaq
Shares outstanding
19,003,399
Price per share
$7.92
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
9,787,672
Total reported value
$79,470,681
% of total 13F portfolios
0%
Share change
+698,971
Value change
+$4,476,120
Number of holders
105
Price from insider filings
$7.92
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FORRESTER RESEARCH, INC. - Common Stock, $0.01 Par Value (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
Portolan Capital Management, LLC 6.1% $9,211,023 1,163,008 Portolan Capital Management, LLC 11 Feb 2026
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 31 Dec 2025, 105 institutional investors reported holding 9,787,672 shares of FORRESTER RESEARCH, INC. - Common Stock, $0.01 Par Value (FORR). This represents 52% of the company’s total 19,003,399 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FORRESTER RESEARCH, INC. - Common Stock, $0.01 Par Value (FORR) together control 43% 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% 956,928 +0.43% 0% $7,770,256
Portolan Capital Management, LLC 3.7% 705,749 +37% 0.31% $5,730,682
VANGUARD GROUP INC 3.5% 659,061 +1.4% 0% $5,351,575
Pacific Ridge Capital Partners, LLC 3.1% 588,888 +36% 1% $4,781,771
ArrowMark Colorado Holdings LLC 2.9% 556,342 -18% 0.1% $4,517,497
Tieton Capital Management, LLC 2.8% 538,560 1.5% $4,373,000
RENAISSANCE TECHNOLOGIES LLC 2.4% 448,006 -3.6% 0.01% $3,637,809
ACADIAN ASSET MANAGEMENT LLC 2.2% 425,709 +15% 0.01% $3,453,000
DIMENSIONAL FUND ADVISORS LP 2.1% 398,181 -16% 0% $3,232,754
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.8% 349,239 +4.6% 0.01% $2,835,821
GEODE CAPITAL MANAGEMENT, LLC 1.6% 298,429 +2% 0% $2,423,497
Invenomic Capital Management LP 1.4% 258,733 -2.2% 0.1% $2,100,912
STATE STREET CORP 1.3% 255,745 +1.5% 0% $2,076,649
FEDERATED HERMES, INC. 1.3% 237,564 -7% 0% $1,929,019
Walleye Capital LLC 1.2% 229,890 +149% 0.01% $1,866,707
JPMORGAN CHASE & CO 1.1% 199,591 +45% 0% $1,620,679
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.79% 150,859 +2.7% 0.03% $1,224,975
HERALD INVESTMENT MANAGEMENT Ltd 0.79% 150,000 0% 0.16% $1,216,500
SEI INVESTMENTS CO 0.7% 133,954 +1224% 0% $1,087,698
MORGAN STANLEY 0.67% 126,894 -35% 0% $1,030,379
Quantinno Capital Management LP 0.65% 123,809 +60% 0% $1,005,329
D. E. Shaw & Co., Inc. 0.64% 122,324 +11% 0% $993,271
TWO SIGMA INVESTMENTS, LP 0.64% 121,204 -18% 0% $984,176
TWO SIGMA ADVISERS, LP 0.56% 105,903 -25% 0% $859,932
NORTHERN TRUST CORP 0.53% 100,040 -4.6% 0% $812,324

Institutional Holders of FORRESTER RESEARCH, INC. - Common Stock, $0.01 Par Value (FORR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 9,787,672 $79,470,681 +$4,476,120 $8.12 105
2025 Q3 9,142,139 $96,887,653 -$2,210,333 $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