CM
FORR icon

Caption Management’s Forrester Research FORR Stock Holding History

Caption 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 		– Sell
-500,000
Closed -$4.06M – 1705
2025
Q4 		$4.06M Buy
+500,000
New +$3.93M 0.03% 582

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Caption Management's FORR Position: Q1 2026 in Review

Caption Management sold out of Forrester Research (FORR) in Q1 2026, closing a stake of 4,834 shares — an estimated $39.3K sold.

Caption Management first reported a position in FORR in Q4 2025 and held it in 1 quarter. The position peaked at $39.3K in Q4 2025. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • Caption Management reported no remaining Forrester Research position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 4,834 Forrester Research shares in Q1 2026, an estimated $39.3K.
  • Caption Management first reported a position in Forrester Research in Q4 2025 and held it in 1 quarter.
  • Caption Management's Forrester Research position peaked at $39.3K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.