Auxier Asset Management’s Forrester Research FORR Stock Holding History

Auxier Asset Management’s Portfolio FORR Stock Details FORR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74K	Sell	13,076 -800	-6%	-$5.47K	0.01%	175
2025 Q4	$113K	Sell	13,876 -11,850	-46%	-$93.1K	0.02%	176
2025 Q3	$273K	Hold	25,726	–	–	0.04%	151
2025 Q2	$255K	Sell	25,726 -7,686	-23%	-$76.5K	0.04%	151
2025 Q1	$309K	Hold	33,412	–	–	0.05%	140
2024 Q4	$524K	Hold	33,412	–	–	0.08%	120
2024 Q3	$602K	Buy	33,412 +14,024	+72%	+$256K	0.09%	118
2024 Q2	$331K	Sell	19,388 -15,395	-44%	-$283K	0.05%	138
2024 Q1	$750K	Sell	34,783 -1,000	-3%	-$22.7K	0.11%	112
2023 Q4	$959K	Hold	35,783	–	–	0.16%	108
2023 Q3	$1.03M	Buy	35,783 +867	+2%	+$26.7K	0.18%	101
2023 Q2	$1.02M	Buy	34,916 +9,366	+37%	+$279K	0.17%	101
2023 Q1	$827K	Buy	25,550 +6,500	+34%	+$225K	0.14%	107
2022 Q4	$681K	Hold	19,050	–	–	0.12%	110
2022 Q3	$686K	Hold	19,050	–	–	0.13%	106
2022 Q2	$911K	Hold	19,050	–	–	0.16%	102
2022 Q1	$1.07M	Hold	19,050	–	–	0.17%	101
2021 Q4	$1.12M	Hold	19,050	–	–	0.17%	102
2021 Q3	$938K	Hold	19,050	–	–	0.16%	106
2021 Q2	$872K	Hold	19,050	–	–	0.14%	107
2021 Q1	$809K	Hold	19,050	–	–	0.14%	107
2020 Q4	$798K	Hold	19,050	–	–	0.15%	105
2020 Q3	$625K	Buy	19,050 +5,050	+36%	+$173K	0.13%	106
2020 Q2	$449K	Buy	+14,000	New	+$444K	0.1%	112

Other funds holding FORR

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Auxier Asset Management's FORR Position: Q1 2026 in Review

Auxier Asset Management reduced its Forrester Research (FORR) stake by 5.8% in Q1 2026, selling an estimated $5.47K and leaving 13,076 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #175.

Auxier Asset Management first reported a position in FORR in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.12M in Q4 2021. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

Auxier Asset Management held 13,076 shares of Forrester Research worth $74K as of Q1 2026.
Auxier Asset Management sold 800 Forrester Research shares in Q1 2026, an estimated $5.47K.
Forrester Research made up 0.01% of Auxier Asset Management's portfolio in Q1 2026, its #175 holding.
Auxier Asset Management first reported a position in Forrester Research in Q2 2020 and has held it in 24 quarters since.
Auxier Asset Management's Forrester Research position peaked at $1.12M in Q4 2021.
103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Auxier Asset Management's 13F filing for Q1 2026, filed 14 May 2026.