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 Q2	–	Sell	-13,076	Closed	-$74K	–	186
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 $2.67B AUM 169.09% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Auxier Asset Management's FORR Position: Q2 2026 in Review

Auxier Asset Management sold out of Forrester Research (FORR) in Q2 2026, closing a stake of 13,076 shares — an estimated $74K sold.

Auxier Asset Management first reported a position in FORR in Q2 2020 and held it in 24 quarters. The position peaked at $1.12M in Q4 2021. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Auxier Asset Management reported no remaining Forrester Research position as of Q2 2026 after selling out during the quarter.
Auxier Asset Management sold 13,076 Forrester Research shares in Q2 2026, an estimated $74K.
Auxier Asset Management first reported a position in Forrester Research in Q2 2020 and held it in 24 quarters.
Auxier Asset Management's Forrester Research position peaked at $1.12M in Q4 2021.
99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Auxier Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.