Hotchkis & Wiley Capital Management’s Forrester Research FORR Stock Holding History

Hotchkis & Wiley Capital 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 Q2	$3.08M	Sell	366,689 -16,900	-4%	-$110K	0.01%	439
2026 Q1	$2.17M	Buy	383,589 +34,350	+10%	+$235K	0.01%	447
2025 Q4	$2.84M	Buy	349,239 +15,260	+5%	+$120K	0.01%	448
2025 Q3	$3.54M	Buy	333,979 +56,249	+20%	+$570K	0.01%	417
2025 Q2	$2.75M	Buy	277,730 +90,350	+48%	+$899K	0.01%	455
2025 Q1	$1.73M	Sell	187,380 -2,300	-1%	-$29.3K	0.01%	463
2024 Q4	$2.97M	Buy	189,680 +16,500	+10%	+$266K	0.01%	446
2024 Q3	$3.12M	Buy	+173,180	New	+$3.16M	0.01%	442

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Hotchkis & Wiley Capital Management's FORR Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management reduced its Forrester Research (FORR) stake by 4.4% in Q2 2026, selling an estimated $110K and leaving 366,689 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #439.

Hotchkis & Wiley Capital Management first reported a position in FORR in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.54M in Q3 2025. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Hotchkis & Wiley Capital Management held 366,689 shares of Forrester Research worth $3.08M as of Q2 2026.
Hotchkis & Wiley Capital Management sold 16,900 Forrester Research shares in Q2 2026, an estimated $110K.
Forrester Research made up 0.01% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #439 holding.
Hotchkis & Wiley Capital Management first reported a position in Forrester Research in Q3 2024 and has held it in 8 quarters since.
Hotchkis & Wiley Capital Management's Forrester Research position peaked at $3.54M in Q3 2025.
99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.