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IEQ Capital’s Forrester Research FORR Stock Holding History

IEQ Capital’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 		$92.5K Buy
16,338
+3,794
+30% +$25.9K ﹤0.01% 1804
2025
Q4 		$102K Sell
12,544
-4,827
-28% -$37.9K ﹤0.01% 1759
2025
Q3 		$184K Buy
+17,371
New +$176K ﹤0.01% 1695

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
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

IEQ Capital's FORR Position: Q1 2026 in Review

IEQ Capital increased its Forrester Research (FORR) stake by 30% in Q1 2026, buying an estimated $25.9K and bringing the position to 16,338 shares worth $92.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

IEQ Capital first reported a position in FORR in Q3 2025 and has held it in 3 quarters since. The position peaked at $184K in Q3 2025. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • IEQ Capital held 16,338 shares of Forrester Research worth $92.5K as of Q1 2026.
  • IEQ Capital bought 3,794 Forrester Research shares in Q1 2026, an estimated $25.9K.
  • Forrester Research made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1804 holding.
  • IEQ Capital first reported a position in Forrester Research in Q3 2025 and has held it in 3 quarters since.
  • IEQ Capital's Forrester Research position peaked at $184K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.