HIM
FORR icon

Herald Investment Management’s Forrester Research FORR Stock Holding History

Herald Investment Management’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 		– Sell
-150,000
Closed -$1.22M – 98
2025
Q4 		$1.22M Hold
150,000
– – 0.16% 92
2025
Q3 		$1.59M Hold
150,000
– – 0.21% 88
2025
Q2 		$1.48M Hold
150,000
– – 0.22% 82
2025
Q1 		$1.39M Buy
+150,000
New +$1.91M 0.26% 85

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Manhattan
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Herald Investment Management's FORR Position: Q1 2026 in Review

Herald Investment Management sold out of Forrester Research (FORR) in Q1 2026, closing a stake of 150,000 shares — an estimated $1.22M sold.

Herald Investment Management first reported a position in FORR in Q1 2025 and held it in 4 quarters. The position peaked at $1.59M in Q3 2025. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • Herald Investment Management reported no remaining Forrester Research position as of Q1 2026 after selling out during the quarter.
  • Herald Investment Management sold 150,000 Forrester Research shares in Q1 2026, an estimated $1.22M.
  • Herald Investment Management first reported a position in Forrester Research in Q1 2025 and held it in 4 quarters.
  • Herald Investment Management's Forrester Research position peaked at $1.59M in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Herald Investment Management's 13F filing for Q1 2026, filed 13 May 2026.