Osaic Holdings
FORR icon

Osaic Holdings’s Forrester Research FORR Stock Holding History

Osaic Holdings’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 		$2.46K Buy
293
+193
+193% +$1.26K ﹤0.01% 7210
2026
Q1 		$566 Hold
100
– – ﹤0.01% 7407
2025
Q4 		$812 Hold
100
– – ﹤0.01% 7327
2025
Q3 		$974 Hold
100
– – ﹤0.01% 7364
2025
Q2 		$990 Hold
100
– – ﹤0.01% 7147
2025
Q1 		$924 Sell
100
-7
-7% -$89 ﹤0.01% 6847
2024
Q4 		$1.68K Sell
107
-22
-17% -$355 ﹤0.01% 6673
2024
Q3 		$2.32K Sell
129
-13
-9% -$237 ﹤0.01% 6552
2024
Q2 		$2.42K Buy
142
+135
+1,929% +$2.48K ﹤0.01% 6522
2024
Q1 		$150 Sell
7
-748
-99% -$17K ﹤0.01% 7002
2023
Q4 		$20.2K Sell
755
-43
-5% -$1.12K ﹤0.01% 5491
2023
Q3 		$23.1K Buy
798
+85
+12% +$2.62K ﹤0.01% 5480
2023
Q2 		$20.7K Buy
713
+312
+78% +$9.28K ﹤0.01% 5536
2023
Q1 		$13K Sell
401
-8
-2% -$277 ﹤0.01% 5821
2022
Q4 		$15K Buy
409
+17
+4% +$622 ﹤0.01% 5738
2022
Q3 		$14K Buy
392
+14
+4% +$601 ﹤0.01% 5826
2022
Q2 		$18K Sell
378
-4
-1% -$207 ﹤0.01% 5681
2022
Q1 		$22K Sell
382
-5,547
-94% -$299K ﹤0.01% 5627
2021
Q4 		$349K Buy
5,929
+3,149
+113% +$175K ﹤0.01% 3414
2021
Q3 		$137K Buy
2,780
+1,219
+78% +$57.2K ﹤0.01% 4254
2021
Q2 		$72K Buy
1,561
+1,455
+1,373% +$62.8K ﹤0.01% 4763
2021
Q1 		$5K Buy
106
+58
+121% +$2.52K ﹤0.01% 6144
2020
Q4 		$2K Buy
+48
New +$1.92K ﹤0.01% 6066
2020
Q3 		– Sell
-140
Closed -$4K – 6266
2020
Q2 		$4K Buy
+140
New +$4.44K ﹤0.01% 5558

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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Osaic Holdings's FORR Position: Q2 2026 in Review

Osaic Holdings increased its Forrester Research (FORR) stake by 193% in Q2 2026, buying an estimated $1.26K and bringing the position to 293 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #7210.

Osaic Holdings first reported a position in FORR in Q2 2020 and has held it in 24 quarters since. The position peaked at $349K in Q4 2021. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • Osaic Holdings held 293 shares of Forrester Research worth $2.46K as of Q2 2026.
  • Osaic Holdings bought 193 Forrester Research shares in Q2 2026, an estimated $1.26K.
  • Forrester Research made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7210 holding.
  • Osaic Holdings first reported a position in Forrester Research in Q2 2020 and has held it in 24 quarters since.
  • Osaic Holdings's Forrester Research position peaked at $349K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.