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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
Q2 		$227K Buy
27,040
+10,702
+66% +$69.9K ﹤0.01% 1771
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 $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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IEQ Capital's FORR Position: Q2 2026 in Review

IEQ Capital increased its Forrester Research (FORR) stake by 66% in Q2 2026, buying an estimated $69.9K and bringing the position to 27,040 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

IEQ Capital first reported a position in FORR in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • IEQ Capital held 27,040 shares of Forrester Research worth $227K as of Q2 2026.
  • IEQ Capital bought 10,702 Forrester Research shares in Q2 2026, an estimated $69.9K.
  • Forrester Research made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1771 holding.
  • IEQ Capital first reported a position in Forrester Research in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.