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Lindbrook Capital’s Forrester Research FORR Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-98
Closed -$1.54K – 2839
2024
Q4 		$1.54K Sell
98
-8
-8% -$129 ﹤0.01% 2379
2024
Q3 		$1.91K Sell
106
-105
-50% -$1.92K ﹤0.01% 2360
2024
Q2 		$3.6K Buy
+211
New +$3.88K ﹤0.01% 2138
2023
Q2 		– Sell
-71
Closed -$2.3K – 2771
2023
Q1 		$2.3K Buy
71
+55
+344% +$1.91K ﹤0.01% 2187
2022
Q4 		$572 Sell
16
-10
-38% -$366 ﹤0.01% 2570
2022
Q3 		$1K Buy
+26
New +$1.12K ﹤0.01% 2327
2020
Q2 		– Sell
-36
Closed -$1K – 1767
2020
Q1 		$1K Buy
+36
New +$1.37K ﹤0.01% 1449
2019
Q3 		– Sell
-43
Closed -$2K – 1465
2019
Q2 		$2K Hold
43
– – ﹤0.01% 1220
2019
Q1 		$2K Hold
43
– – ﹤0.01% 1222
2018
Q4 		$1K Buy
+43
New +$1.83K ﹤0.01% 1252

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Lindbrook Capital's FORR Position: Q1 2025 in Review

Lindbrook Capital sold out of Forrester Research (FORR) in Q1 2025, closing a stake of 98 shares — an estimated $1.54K sold.

Lindbrook Capital first reported a position in FORR in Q4 2018 and held it in 10 quarters. The position peaked at $3.6K in Q2 2024. 94 funds tracked by Wall St. Rank hold FORR as of Q1 2025.

  • Lindbrook Capital reported no remaining Forrester Research position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 98 Forrester Research shares in Q1 2025, an estimated $1.54K.
  • Lindbrook Capital first reported a position in Forrester Research in Q4 2018 and held it in 10 quarters.
  • Lindbrook Capital's Forrester Research position peaked at $3.6K in Q2 2024.
  • 94 funds tracked by Wall St. Rank held Forrester Research as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.