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

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