Federated Hermes

Federated Hermes’s Forrester Research FORR Stock Holding History

Federated Hermes’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	$214K	Sell	37,753 -199,811	-84%	-$1.37M	﹤0.01%	1477
2025 Q4	$1.93M	Sell	237,564 -17,800	-7%	-$140K	﹤0.01%	972
2025 Q3	$2.71M	Buy	255,364 +2,554	+1%	+$25.9K	﹤0.01%	865
2025 Q2	$2.5M	Buy	252,810 +2,446	+1%	+$24.3K	﹤0.01%	883
2025 Q1	$2.31M	Buy	250,364 +150,265	+150%	+$1.91M	0.01%	902
2024 Q4	$1.57M	Buy	100,099 +47,183	+89%	+$761K	﹤0.01%	985
2024 Q3	$953K	Sell	52,916 -132	-0.2%	-$2.41K	﹤0.01%	1132
2024 Q2	$906K	Sell	53,048 -14,784	-22%	-$272K	﹤0.01%	1139
2024 Q1	$1.46M	Sell	67,832 -180,761	-73%	-$4.1M	﹤0.01%	1022
2023 Q4	$6.66M	Sell	248,593 -23,546	-9%	-$613K	0.02%	653
2023 Q3	$7.86M	Sell	272,139 -2,184	-0.8%	-$67.2K	0.02%	590
2023 Q2	$7.98M	Buy	274,323 +197,984	+259%	+$5.89M	0.02%	594
2023 Q1	$2.47M	Buy	76,339 +64,058	+522%	+$2.22M	0.01%	890
2022 Q4	$439K	Buy	+12,281	New	+$449K	﹤0.01%	1400
2019 Q2	–	Sell	-382	Closed	-$18K	–	2174
2019 Q1	$18K	Buy	+382	New	+$17.8K	﹤0.01%	1792

Other funds holding FORR

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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