Invenomic Capital Management’s Forrester Research FORR Stock Holding History

Invenomic 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 Q1	–	Sell	-258,733	Closed	-$2.1M	–	162
2025 Q4	$2.1M	Sell	258,733 -5,880	-2%	-$46.2K	0.1%	132
2025 Q3	$2.8M	Sell	264,613 -14,143	-5%	-$143K	0.14%	123
2025 Q2	$2.76M	Sell	278,756 -43,407	-13%	-$432K	0.16%	125
2025 Q1	$2.98M	Buy	322,163 +160,569	+99%	+$2.04M	0.15%	141
2024 Q4	$2.53M	Buy	+161,594	New	+$2.6M	0.12%	141
2024 Q1	–	Sell	-27,824	Closed	-$746K	–	159
2023 Q4	$746K	Sell	27,824 -20,443	-42%	-$533K	0.03%	168
2023 Q3	$1.39M	Sell	48,267 -76,046	-61%	-$2.34M	0.06%	135
2023 Q2	$3.62M	Sell	124,313 -14,986	-11%	-$446K	0.18%	97
2023 Q1	$4.51M	Buy	+139,299	New	+$4.82M	0.25%	98

Other funds holding FORR

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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 Malvern, Pennsylvania $4.68T AUM

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invenomic Capital Management's FORR Position: Q1 2026 in Review

Invenomic Capital Management sold out of Forrester Research (FORR) in Q1 2026, closing a stake of 258,733 shares — an estimated $2.1M sold.

Invenomic Capital Management first reported a position in FORR in Q1 2023 and held it in 9 quarters. The position peaked at $4.51M in Q1 2023. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

Invenomic Capital Management reported no remaining Forrester Research position as of Q1 2026 after selling out during the quarter.
Invenomic Capital Management sold 258,733 Forrester Research shares in Q1 2026, an estimated $2.1M.
Invenomic Capital Management first reported a position in Forrester Research in Q1 2023 and held it in 9 quarters.
Invenomic Capital Management's Forrester Research position peaked at $4.51M in Q1 2023.
103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

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