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 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

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

Essential Partners's FORR Position: Q2 2026 in Review

Essential Partners reduced its Forrester Research (FORR) stake by 45% in Q2 2026, selling an estimated $3.46K and leaving 651 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Essential Partners first reported a position in FORR in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.41K in Q3 2025. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Essential Partners held 651 shares of Forrester Research worth $5.47K as of Q2 2026.
Essential Partners sold 529 Forrester Research shares in Q2 2026, an estimated $3.46K.
Forrester Research made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1508 holding.
Essential Partners first reported a position in Forrester Research in Q2 2025 and has held it in 5 quarters since.
Essential Partners's Forrester Research position peaked at $9.41K in Q3 2025.
99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.