SEI Investments’s Forrester Research FORR Stock Holding History

SEI Investments’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	$1.69M	Sell	200,406 -84,018	-30%	-$549K	﹤0.01%	2032
2026 Q1	$1.61M	Buy	284,424 +150,470	+112%	+$1.03M	﹤0.01%	2109
2025 Q4	$1.09M	Buy	133,954 +123,833	+1,224%	+$973K	﹤0.01%	2144
2025 Q3	$107K	Buy	10,121 +99	+1%	+$1K	﹤0.01%	2703
2025 Q2	$99.2K	Buy	+10,022	New	+$99.7K	﹤0.01%	2686
2025 Q1	–	Sell	-23,353	Closed	-$366K	–	2786
2024 Q4	$366K	Sell	23,353 -7,817	-25%	-$126K	﹤0.01%	2287
2024 Q3	$561K	Buy	31,170 +6,050	+24%	+$110K	﹤0.01%	2143
2024 Q2	$429K	Buy	+25,120	New	+$461K	﹤0.01%	2212
2023 Q3	–	Sell	-8,256	Closed	-$240K	–	2642
2023 Q2	$240K	Sell	8,256 -17,834	-68%	-$530K	﹤0.01%	2415
2023 Q1	$844K	Sell	26,090 -14,128	-35%	-$489K	﹤0.01%	1936
2022 Q4	$1.44M	Buy	40,218 +1,639	+4%	+$59.9K	﹤0.01%	1635
2022 Q3	$1.39M	Buy	38,579 +8,171	+27%	+$351K	﹤0.01%	1687
2022 Q2	$1.45M	Buy	30,408 +13,479	+80%	+$698K	﹤0.01%	1686
2022 Q1	$950K	Buy	16,929 +11,712	+224%	+$631K	﹤0.01%	1831
2021 Q4	$302K	Buy	+5,217	New	+$290K	﹤0.01%	2328
2019 Q2	–	Sell	-2,206	Closed	-$107K	–	2521
2019 Q1	$107K	Buy	+2,206	New	+$103K	﹤0.01%	2481
2018 Q2	–	Sell	-157	Closed	-$7K	–	3672
2018 Q1	$7K	Buy	+157	New	+$6.7K	﹤0.01%	2975
2015 Q4	–	Sell	-16,291	Closed	-$512K	–	2574
2015 Q3	$512K	Buy	+16,291	New	+$538K	﹤0.01%	1284
2015 Q1	–	Sell	-91	Closed	-$4K	–	2282
2014 Q4	$4K	Buy	+91	New	+$3.61K	﹤0.01%	1986

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

SEI Investments's FORR Position: Q2 2026 in Review

SEI Investments reduced its Forrester Research (FORR) stake by 30% in Q2 2026, selling an estimated $549K and leaving 200,406 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

SEI Investments first reported a position in FORR in Q4 2014 and has held it in 19 quarters since. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

SEI Investments held 200,406 shares of Forrester Research worth $1.69M as of Q2 2026.
SEI Investments sold 84,018 Forrester Research shares in Q2 2026, an estimated $549K.
Forrester Research made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2032 holding.
SEI Investments first reported a position in Forrester Research in Q4 2014 and has held it in 19 quarters since.
99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.