Charles Schwab
FORR icon

Charles Schwab’s Forrester Research FORR Stock Holding History

Charles Schwab’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 		$545K Sell
64,854
-24,085
-27% -$157K ﹤0.01% 3219
2026
Q1 		$503K Sell
88,939
-4,850
-5% -$33.1K ﹤0.01% 3101
2025
Q4 		$762K Sell
93,789
-1,598
-2% -$12.6K ﹤0.01% 3018
2025
Q3 		$1.01M Buy
95,387
+6,737
+8% +$68.3K ﹤0.01% 2953
2025
Q2 		$878K Buy
88,650
+251
+0.3% +$2.5K ﹤0.01% 2938
2025
Q1 		$817K Sell
88,399
-8,451
-9% -$108K ﹤0.01% 2908
2024
Q4 		$1.52M Buy
96,850
+542
+0.6% +$8.74K ﹤0.01% 2763
2024
Q3 		$1.73M Buy
96,308
+3,289
+4% +$60K ﹤0.01% 2749
2024
Q2 		$1.59M Sell
93,019
-1,005
-1% -$18.5K ﹤0.01% 2781
2024
Q1 		$2.03M Buy
94,024
+1,466
+2% +$33.3K ﹤0.01% 2589
2023
Q4 		$2.48M Sell
92,558
-213
-0.2% -$5.55K ﹤0.01% 2548
2023
Q3 		$2.68M Buy
92,771
+6,269
+7% +$193K ﹤0.01% 2513
2023
Q2 		$2.52M Buy
86,502
+1,050
+1% +$31.2K ﹤0.01% 2484
2023
Q1 		$2.76M Buy
85,452
+1,268
+2% +$43.9K ﹤0.01% 2435
2022
Q4 		$3.01M Buy
84,184
+3,074
+4% +$112K ﹤0.01% 2436
2022
Q3 		$2.92M Buy
81,110
+2,862
+4% +$123K ﹤0.01% 2470
2022
Q2 		$3.74M Sell
78,248
-2,263
-3% -$117K ﹤0.01% 2311
2022
Q1 		$4.54M Buy
80,511
+2,224
+3% +$120K ﹤0.01% 2324
2021
Q4 		$4.6M Buy
78,287
+793
+1% +$44.1K ﹤0.01% 2389
2021
Q3 		$3.82M Buy
77,494
+651
+0.8% +$30.5K ﹤0.01% 2496
2021
Q2 		$3.52M Buy
76,843
+1,341
+2% +$57.8K ﹤0.01% 2521
2021
Q1 		$3.21M Buy
75,502
+3,614
+5% +$157K ﹤0.01% 2509
2020
Q4 		$3.01M Buy
71,888
+538
+0.8% +$21.5K ﹤0.01% 2459
2020
Q3 		$2.34M Buy
71,350
+1,015
+1% +$34.7K ﹤0.01% 2442
2020
Q2 		$2.25M Buy
70,335
+5,393
+8% +$171K ﹤0.01% 2382
2020
Q1 		$1.9M Buy
64,942
+737
+1% +$28K ﹤0.01% 2296
2019
Q4 		$2.68M Buy
64,205
+1,431
+2% +$53.4K ﹤0.01% 2325
2019
Q3 		$2.02M Buy
62,774
+2,102
+3% +$83.2K ﹤0.01% 2374
2019
Q2 		$2.85M Buy
60,672
+1,734
+3% +$83.5K ﹤0.01% 2233
2019
Q1 		$2.85M Buy
58,938
+2,764
+5% +$129K ﹤0.01% 2237
2018
Q4 		$2.51M Buy
56,174
+1,730
+3% +$73.8K ﹤0.01% 2244
2018
Q3 		$2.5M Buy
54,444
+3,352
+7% +$154K ﹤0.01% 2360
2018
Q2 		$2.14M Buy
51,092
+1,548
+3% +$66.3K ﹤0.01% 2355
2018
Q1 		$2.05M Buy
49,544
+6,504
+15% +$278K ﹤0.01% 2323
2017
Q4 		$1.9M Buy
43,040
+2,274
+6% +$102K ﹤0.01% 2323
2017
Q3 		$1.71M Buy
40,766
+2,081
+5% +$83.8K ﹤0.01% 2344
2017
Q2 		$1.51M Buy
38,685
+171
+0.4% +$6.76K ﹤0.01% 2322
2017
Q1 		$1.53M Buy
38,514
+1,539
+4% +$60.5K ﹤0.01% 2290
2016
Q4 		$1.59M Buy
36,975
+1,386
+4% +$55.1K ﹤0.01% 2269
2016
Q3 		$1.39M Buy
35,589
+1,224
+4% +$48.5K ﹤0.01% 2297
2016
Q2 		$1.27M Buy
34,365
+378
+1% +$13.5K ﹤0.01% 2271
2016
Q1 		$1.14M Buy
33,987
+459
+1% +$14.1K ﹤0.01% 2284
2015
Q4 		$955K Sell
33,528
-4,246
-11% -$132K ﹤0.01% 2410
2015
Q3 		$1.19M Buy
37,774
+2,276
+6% +$75.1K ﹤0.01% 2327
2015
Q2 		$1.28M Buy
35,498
+984
+3% +$34.8K ﹤0.01% 2310
2015
Q1 		$1.27M Sell
34,514
-886
-3% -$33.2K ﹤0.01% 2287
2014
Q4 		$1.39M Buy
35,400
+1,036
+3% +$41.1K ﹤0.01% 2194
2014
Q3 		$1.27M Sell
34,364
-2,101
-6% -$80.4K ﹤0.01% 2193
2014
Q2 		$1.38M Sell
36,465
-3,862
-10% -$141K ﹤0.01% 2180
2014
Q1 		$1.45M Buy
40,327
+979
+2% +$36.4K ﹤0.01% 2107
2013
Q4 		$1.51M Buy
39,348
+3,947
+11% +$151K ﹤0.01% 2060
2013
Q3 		$1.3M Buy
35,401
+1,553
+5% +$55K ﹤0.01% 2079
2013
Q2 		$1.27M Buy
+33,848
New +$1.21M ﹤0.01% 2022

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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab's FORR Position: Q2 2026 in Review

Charles Schwab reduced its Forrester Research (FORR) stake by 27% in Q2 2026, selling an estimated $157K and leaving 64,854 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

Charles Schwab first reported a position in FORR in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.6M in Q4 2021. 98 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • Charles Schwab held 64,854 shares of Forrester Research worth $545K as of Q2 2026.
  • Charles Schwab sold 24,085 Forrester Research shares in Q2 2026, an estimated $157K.
  • Forrester Research made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3219 holding.
  • Charles Schwab first reported a position in Forrester Research in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's Forrester Research position peaked at $4.6M in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.