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SummerHaven Investment Management’s Forrester Research FORR Stock Holding History

SummerHaven Investment Management’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
Q3 		– Sell
-47,725
Closed -$472K – 237
2025
Q2 		$472K Buy
47,725
+1,462
+3% +$14.5K 0.31% 167
2025
Q1 		$427K Buy
46,263
+943
+2% +$12K 0.3% 177
2024
Q4 		$710K Hold
45,320
– – 0.44% 134
2024
Q3 		$816K Buy
+45,320
New +$826K 0.5% 111

Other funds holding FORR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummerHaven Investment Management's FORR Position: Q3 2025 in Review

SummerHaven Investment Management sold out of Forrester Research (FORR) in Q3 2025, closing a stake of 47,725 shares — an estimated $472K sold.

SummerHaven Investment Management first reported a position in FORR in Q3 2024 and held it in 4 quarters. The position peaked at $816K in Q3 2024. 111 funds tracked by Wall St. Rank hold FORR as of Q3 2025.

  • SummerHaven Investment Management reported no remaining Forrester Research position as of Q3 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 47,725 Forrester Research shares in Q3 2025, an estimated $472K.
  • SummerHaven Investment Management first reported a position in Forrester Research in Q3 2024 and held it in 4 quarters.
  • SummerHaven Investment Management's Forrester Research position peaked at $816K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held Forrester Research as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.