Covestor’s Forrester Research FORR Stock Holding History

Covestor’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	$0	Buy	37 +26	+236%	+$170	﹤0.01%	2602
2026 Q1	$0	Buy	11 +7	+175%	+$48	﹤0.01%	2431
2025 Q4	$0	Hold	4	–	–	﹤0.01%	2417
2025 Q3	$0	Hold	4	–	–	﹤0.01%	2445
2025 Q2	$0	Hold	4	–	–	﹤0.01%	2391
2025 Q1	$0	Hold	4	–	–	﹤0.01%	2396
2024 Q4	$0	Hold	4	–	–	﹤0.01%	2408
2024 Q3	$0	Hold	4	–	–	﹤0.01%	2391
2024 Q2	$0	Buy	4 +2	+100%	+$37	﹤0.01%	2407
2024 Q1	$0	Hold	2	–	–	﹤0.01%	2405
2023 Q4	$0	Hold	2	–	–	﹤0.01%	2319
2023 Q3	$0	Sell	2 -2	-50%	-$62	﹤0.01%	2299
2023 Q2	$0	Sell	4 -1,178	-100%	-$35K	﹤0.01%	2300
2023 Q1	$38K	Buy	1,182 +1,178	+29,450%	+$40.8K	0.03%	814
2022 Q4	$0	Buy	4 +1	+33%	+$37	﹤0.01%	2233
2022 Q3	$0	Sell	3 -72	-96%	-$3.09K	﹤0.01%	2192
2022 Q2	$4K	Sell	75 -10	-12%	-$518	﹤0.01%	1457
2022 Q1	$5K	Buy	85 +3	+4%	+$162	﹤0.01%	1484
2021 Q4	$5K	Buy	+82	New	+$4.56K	0.01%	1304

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

Covestor's FORR Position: Q2 2026 in Review

Covestor increased its Forrester Research (FORR) stake by 236% in Q2 2026, buying an estimated $170 and bringing the position to 37 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Covestor first reported a position in FORR in Q4 2021 and has held it in 19 quarters since. The position peaked at $38K in Q1 2023. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Covestor held 37 shares of Forrester Research worth $0 as of Q2 2026.
Covestor bought 26 Forrester Research shares in Q2 2026, an estimated $170.
Forrester Research made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2602 holding.
Covestor first reported a position in Forrester Research in Q4 2021 and has held it in 19 quarters since.
Covestor's Forrester Research position peaked at $38K in Q1 2023.
99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.