Jacobs Levy Equity Management
FORR icon

Jacobs Levy Equity Management’s Forrester Research FORR Stock Holding History

Jacobs Levy Equity 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
-16,407
Closed -$133K – 1002
2025
Q4 		$133K Sell
16,407
-7,907
-33% -$62.1K ﹤0.01% 901
2025
Q3 		$258K Sell
24,314
-1,558
-6% -$15.8K ﹤0.01% 894
2025
Q2 		$256K Buy
25,872
+9,742
+60% +$96.9K ﹤0.01% 959
2025
Q1 		$149K Buy
+16,130
New +$205K ﹤0.01% 1036
2024
Q1 		– Sell
-12,267
Closed -$329K – 979
2023
Q4 		$329K Buy
12,267
+5,049
+70% +$132K ﹤0.01% 880
2023
Q3 		$209K Buy
+7,218
New +$222K ﹤0.01% 924
2023
Q2 		– Sell
-14,251
Closed -$461K – 1006
2023
Q1 		$461K Sell
14,251
-27,908
-66% -$966K ﹤0.01% 812
2022
Q4 		$1.51M Buy
42,159
+2,529
+6% +$92.5K 0.01% 608
2022
Q3 		$1.43M Buy
39,630
+463
+1% +$19.9K 0.01% 633
2022
Q2 		$1.87M Buy
39,167
+10,293
+36% +$533K 0.01% 615
2022
Q1 		$1.63M Buy
28,874
+270
+0.9% +$14.6K 0.01% 664
2021
Q4 		$1.68M Sell
28,604
-5,854
-17% -$325K 0.01% 652
2021
Q3 		$1.7M Buy
+34,458
New +$1.62M 0.01% 642
2020
Q2 		– Sell
-33,968
Closed -$993K – 1076
2020
Q1 		$993K Sell
33,968
-33,879
-50% -$1.29M 0.01% 619
2019
Q4 		$2.83M Buy
67,847
+8,961
+15% +$334K 0.03% 481
2019
Q3 		$1.89M Buy
58,886
+18,155
+45% +$719K 0.02% 523
2019
Q2 		$1.92M Buy
+40,731
New +$1.96M 0.03% 530

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Jacobs Levy Equity Management's FORR Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Forrester Research (FORR) in Q1 2026, closing a stake of 16,407 shares — an estimated $133K sold.

Jacobs Levy Equity Management first reported a position in FORR in Q2 2019 and held it in 17 quarters. The position peaked at $2.83M in Q4 2019. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining Forrester Research position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 16,407 Forrester Research shares in Q1 2026, an estimated $133K.
  • Jacobs Levy Equity Management first reported a position in Forrester Research in Q2 2019 and held it in 17 quarters.
  • Jacobs Levy Equity Management's Forrester Research position peaked at $2.83M in Q4 2019.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.