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Sunbelt Securities’s Forrester Research FORR Stock Holding History

Sunbelt Securities’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
Q1 		$209 Buy
37
+7
+23% +$48 ﹤0.01% 2500
2025
Q4 		$244 Buy
30
+10
+50% +$79 ﹤0.01% 2393
2025
Q3 		$212 Buy
+20
New +$203 ﹤0.01% 2407

Other funds holding FORR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sunbelt Securities's FORR Position: Q1 2026 in Review

Sunbelt Securities increased its Forrester Research (FORR) stake by 23% in Q1 2026, buying an estimated $48 and bringing the position to 37 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Sunbelt Securities first reported a position in FORR in Q3 2025 and has held it in 3 quarters since. The position peaked at $244 in Q4 2025. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • Sunbelt Securities held 37 shares of Forrester Research worth $209 as of Q1 2026.
  • Sunbelt Securities bought 7 Forrester Research shares in Q1 2026, an estimated $48.
  • Forrester Research made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2500 holding.
  • Sunbelt Securities first reported a position in Forrester Research in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Forrester Research position peaked at $244 in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.