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IFP Advisors’s Forrester Research FORR Stock Holding History

IFP Advisors’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 		$1.35K Buy
160
+45
+39% +$294 ﹤0.01% 4406
2026
Q1 		$651 Buy
115
+9
+8% +$62 ﹤0.01% 4355
2025
Q4 		$861 Sell
106
-25
-19% -$196 ﹤0.01% 4116
2025
Q3 		$1.39K Buy
131
+76
+138% +$770 ﹤0.01% 3825
2025
Q2 		$644 Buy
55
+50
+1,000% +$497 ﹤0.01% 4357
2025
Q1 		$46 Hold
5
– – ﹤0.01% 4035
2024
Q4 		$78 Buy
+5
New +$81 ﹤0.01% 4119

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

IFP Advisors's FORR Position: Q2 2026 in Review

IFP Advisors increased its Forrester Research (FORR) stake by 39% in Q2 2026, buying an estimated $294 and bringing the position to 160 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4406.

IFP Advisors first reported a position in FORR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39K in Q3 2025. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • IFP Advisors held 160 shares of Forrester Research worth $1.35K as of Q2 2026.
  • IFP Advisors bought 45 Forrester Research shares in Q2 2026, an estimated $294.
  • Forrester Research made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4406 holding.
  • IFP Advisors first reported a position in Forrester Research in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Forrester Research position peaked at $1.39K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.