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FORR icon

Essential Partners’s Forrester Research FORR Stock Holding History

Essential Partners’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
Q3 		$4.32K Sell
375
-276
-42% -$3.06K ﹤0.01% 1583
2026
Q2 		$5.47K Sell
651
-529
-45% -$3.46K ﹤0.01% 1508
2026
Q1 		$6.68K Buy
1,180
+755
+178% +$5.16K ﹤0.01% 1449
2025
Q4 		$3.45K Sell
425
-463
-52% -$3.64K ﹤0.01% 1585
2025
Q3 		$9.41K Buy
888
+811
+1,053% +$8.22K ﹤0.01% 1177
2025
Q2 		$762 Buy
+77
New +$766 ﹤0.01% 1578

Other funds holding FORR

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's FORR Position: Q3 2026 in Review

Essential Partners reduced its Forrester Research (FORR) stake by 42% in Q3 2026, selling an estimated $3.06K and leaving 375 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Essential Partners first reported a position in FORR in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.41K in Q3 2025. 6 funds tracked by Wall St. Rank hold FORR as of Q3 2026.

  • Essential Partners held 375 shares of Forrester Research worth $4.32K as of Q3 2026.
  • Essential Partners sold 276 Forrester Research shares in Q3 2026, an estimated $3.06K.
  • Forrester Research made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1583 holding.
  • Essential Partners first reported a position in Forrester Research in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Forrester Research position peaked at $9.41K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Forrester Research as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.