New York State Common Retirement Fund’s Forrester Research FORR Stock Holding History

New York State Common Retirement Fund’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	–	Sell	-4,699	Closed	-$26.6K	–	3229
2026 Q1	$26.6K	Hold	4,699	–	–	﹤0.01%	2966
2025 Q4	$38.2K	Hold	4,699	–	–	﹤0.01%	2975
2025 Q3	$49.8K	Hold	4,699	–	–	﹤0.01%	2953
2025 Q2	$46.5K	Hold	4,699	–	–	﹤0.01%	2960
2025 Q1	$43.4K	Hold	4,699	–	–	﹤0.01%	2824
2024 Q4	$73.6K	Hold	4,699	–	–	﹤0.01%	2722
2024 Q3	$84.6K	Hold	4,699	–	–	﹤0.01%	2666
2024 Q2	$80.3K	Sell	4,699 -3,694	-44%	-$67.8K	﹤0.01%	2956
2024 Q1	$181K	Buy	8,393 +3,689	+78%	+$83.7K	﹤0.01%	2490
2023 Q4	$126K	Buy	4,704 +33	+0.7%	+$860	﹤0.01%	2654
2023 Q3	$135K	Sell	4,671 -18	-0.4%	-$554	﹤0.01%	2594
2023 Q2	$136K	Sell	4,689 -3,978	-46%	-$118K	﹤0.01%	2663
2023 Q1	$280K	Hold	8,667	–	–	﹤0.01%	2448
2022 Q4	$310K	Buy	8,667 +766	+10%	+$28K	﹤0.01%	2538
2022 Q3	$285K	Buy	7,901 +537	+7%	+$23.1K	﹤0.01%	2622
2022 Q2	$352K	Sell	7,364 -436	-6%	-$22.6K	﹤0.01%	2521
2022 Q1	$440K	Sell	7,800 -95	-1%	-$5.12K	﹤0.01%	2462
2021 Q4	$464K	Buy	7,895 +27	+0.3%	+$1.5K	﹤0.01%	2472
2021 Q3	$388K	Sell	7,868 -2,224	-22%	-$104K	﹤0.01%	2606
2021 Q2	$462K	Buy	10,092 +92	+0.9%	+$3.97K	﹤0.01%	2637
2021 Q1	$425K	Sell	10,000 -1,700	-15%	-$73.8K	﹤0.01%	2529
2020 Q4	$490K	Hold	11,700	–	–	﹤0.01%	2366
2020 Q3	$384K	Buy	11,700 +2,400	+26%	+$82.1K	﹤0.01%	2343
2020 Q2	$298K	Hold	9,300	–	–	﹤0.01%	2469
2020 Q1	$272K	Hold	9,300	–	–	﹤0.01%	2311
2019 Q4	$388K	Sell	9,300 -2,600	-22%	-$96.9K	﹤0.01%	2424
2019 Q3	$382K	Hold	11,900	–	–	﹤0.01%	2465
2019 Q2	$560K	Hold	11,900	–	–	﹤0.01%	2322
2019 Q1	$575K	Hold	11,900	–	–	﹤0.01%	2241
2018 Q4	$532K	Hold	11,900	–	–	﹤0.01%	2256
2018 Q3	$546K	Hold	11,900	–	–	﹤0.01%	2371
2018 Q2	$499K	Hold	11,900	–	–	﹤0.01%	2454
2018 Q1	$493K	Hold	11,900	–	–	﹤0.01%	2360
2017 Q4	$526K	Sell	11,900 -4,600	-28%	-$206K	﹤0.01%	2330
2017 Q3	$691K	Buy	16,500 +4,600	+39%	+$185K	﹤0.01%	2199
2017 Q2	$466K	Sell	11,900 -1	-0%	-$40	﹤0.01%	2441
2017 Q1	$473K	Buy	11,901 +1	+0%	+$39	﹤0.01%	2409
2016 Q4	$511K	Hold	11,900	–	–	﹤0.01%	2358
2016 Q3	$463K	Hold	11,900	–	–	﹤0.01%	2350
2016 Q2	$439K	Buy	11,900 +2,700	+29%	+$96.3K	﹤0.01%	2327
2016 Q1	$309K	Hold	9,200	–	–	﹤0.01%	2480
2015 Q4	$262K	Hold	9,200	–	–	﹤0.01%	2627
2015 Q3	$289K	Sell	9,200 -16,587	-64%	-$548K	﹤0.01%	2595
2015 Q2	$929K	Buy	25,787 +2,216	+9%	+$78.3K	﹤0.01%	2220
2015 Q1	$867K	Hold	23,571	–	–	﹤0.01%	1911
2014 Q4	$928K	Hold	23,571	–	–	﹤0.01%	1848
2014 Q3	$869K	Sell	23,571 -9,400	-29%	-$360K	﹤0.01%	1895
2014 Q2	$1.25M	Hold	32,971	–	–	﹤0.01%	1817
2014 Q1	$1.18M	Hold	32,971	–	–	﹤0.01%	1809
2013 Q4	$1.26M	Hold	32,971	–	–	﹤0.01%	1772
2013 Q3	$1.21M	Hold	32,971	–	–	﹤0.01%	1711
2013 Q2	$1.21M	Buy	+32,971	New	+$1.18M	﹤0.01%	1594

Other funds holding FORR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

New York State Common Retirement Fund's FORR Position: Q2 2026 in Review

New York State Common Retirement Fund sold out of Forrester Research (FORR) in Q2 2026, closing a stake of 4,699 shares — an estimated $26.6K sold.

New York State Common Retirement Fund first reported a position in FORR in Q2 2013 and held it in 52 quarters. The position peaked at $1.26M in Q4 2013. 12 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

New York State Common Retirement Fund reported no remaining Forrester Research position as of Q2 2026 after selling out during the quarter.
New York State Common Retirement Fund sold 4,699 Forrester Research shares in Q2 2026, an estimated $26.6K.
New York State Common Retirement Fund first reported a position in Forrester Research in Q2 2013 and held it in 52 quarters.
New York State Common Retirement Fund's Forrester Research position peaked at $1.26M in Q4 2013.
12 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.