Rothschild Investment LLC’s Forrester Research FORR Stock Holding History

Rothschild Investment LLC’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	$1.08K	Buy	128 +104	+433%	+$679	﹤0.01%	3018
2026 Q1	$136	Buy	24 +18	+300%	+$123	﹤0.01%	3364
2025 Q4	$49	Sell	6 -1	-14%	-$8	﹤0.01%	3272
2025 Q3	$74	Buy	+7	New	+$71	﹤0.01%	3079
2025 Q1	–	Sell	-15	Closed	-$235	–	3047
2024 Q4	$235	Sell	15 -5	-25%	-$81	﹤0.01%	2757
2024 Q3	$360	Buy	20 +15	+300%	+$274	﹤0.01%	2562
2024 Q2	$85	Buy	+5	New	+$92	﹤0.01%	2759

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

Rothschild Investment LLC's FORR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Forrester Research (FORR) stake by 433% in Q2 2026, buying an estimated $679 and bringing the position to 128 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Rothschild Investment LLC first reported a position in FORR in Q2 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Rothschild Investment LLC held 128 shares of Forrester Research worth $1.08K as of Q2 2026.
Rothschild Investment LLC bought 104 Forrester Research shares in Q2 2026, an estimated $679.
Forrester Research made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3018 holding.
Rothschild Investment LLC first reported a position in Forrester Research in Q2 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.