C
FORR icon

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
Q1 		$0 Buy
11
+7
+175% +$48 ﹤0.01% 2439
2025
Q4 		$0 Hold
4
– – ﹤0.01% 2425
2025
Q3 		$0 Hold
4
– – ﹤0.01% 2452
2025
Q2 		$0 Hold
4
– – ﹤0.01% 2394
2025
Q1 		$0 Hold
4
– – ﹤0.01% 2398
2024
Q4 		$0 Hold
4
– – ﹤0.01% 2413
2024
Q3 		$0 Hold
4
– – ﹤0.01% 2393
2024
Q2 		$0 Buy
4
+2
+100% +$37 ﹤0.01% 2412
2024
Q1 		$0 Hold
2
– – ﹤0.01% 2415
2023
Q4 		$0 Hold
2
– – ﹤0.01% 2330
2023
Q3 		$0 Sell
2
-2
-50% -$62 ﹤0.01% 2313
2023
Q2 		$0 Sell
4
-1,178
-100% -$35K ﹤0.01% 2308
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% 2240
2022
Q3 		$0 Sell
3
-72
-96% -$3.09K ﹤0.01% 2199
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 $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.6B 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