Kestrel Investment Management’s Forrester Research FORR Stock Holding History

Kestrel Investment 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 Q2	$770K	Hold	91,500	–	–	0.42%	40
2026 Q1	$518K	Hold	91,500	–	–	0.31%	39
2025 Q4	$743K	Sell	91,500 -3,600	-4%	-$28.3K	0.42%	40
2025 Q3	$1.01M	Hold	95,100	–	–	0.57%	39
2025 Q2	$941K	Sell	95,100 -4,700	-5%	-$46.8K	0.56%	39
2025 Q1	$922K	Hold	99,800	–	–	0.56%	38
2024 Q4	$1.56M	Hold	99,800	–	–	0.86%	36
2024 Q3	$1.73M	Buy	+99,800	New	+$1.82M	1%	37

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 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 Malvern, Pennsylvania $4.68T AUM

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kestrel Investment Management's FORR Position: Q2 2026 in Review

Kestrel Investment Management held its Forrester Research (FORR) position steady in Q2 2026 at 91,500 shares worth $770K. The position accounts for 0.42% of the portfolio, ranked #40.

Kestrel Investment Management first reported a position in FORR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q3 2024. 98 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Kestrel Investment Management held 91,500 shares of Forrester Research worth $770K as of Q2 2026.
Kestrel Investment Management left its Forrester Research share count unchanged in Q2 2026.
Forrester Research made up 0.42% of Kestrel Investment Management's portfolio in Q2 2026, its #40 holding.
Kestrel Investment Management first reported a position in Forrester Research in Q3 2024 and has held it in 8 quarters since.
Kestrel Investment Management's Forrester Research position peaked at $1.73M in Q3 2024.
98 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Kestrel Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.