Versant Capital Management’s Forrester Research FORR Stock Holding History

Versant Capital 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
2026 Q2	$70.3K	Buy	8,360 +3,237	+63%	+$21.1K	0.01%	1133
2026 Q1	$29K	Buy	5,123 +685	+15%	+$4.68K	﹤0.01%	1598
2025 Q4	$36K	Sell	4,438 -178	-4%	-$1.4K	﹤0.01%	1268
2025 Q3	$48.9K	Buy	4,616 +3,463	+300%	+$35.1K	0.01%	1050
2025 Q2	$11.4K	Sell	1,153 -473	-29%	-$4.71K	﹤0.01%	1827
2025 Q1	$15K	Buy	1,626 +1,216	+297%	+$15.5K	﹤0.01%	1503
2024 Q4	$6.42K	Buy	+410	New	+$6.61K	﹤0.01%	1637
2021 Q2	–	Sell	-65	Closed	-$3K	–	1499
2021 Q1	$3K	Sell	65 -57	-47%	-$2.47K	﹤0.01%	1147
2020 Q4	$5K	Hold	122	–	–	﹤0.01%	902
2020 Q3	$4K	Hold	122	–	–	﹤0.01%	903
2020 Q2	$3K	Buy	122 +57	+88%	+$1.81K	﹤0.01%	969
2020 Q1	$1K	Buy	+65	New	+$2.47K	﹤0.01%	1136
2019 Q2	–	Sell	-80	Closed	-$3K	–	1501
2019 Q1	$3K	Sell	80 -36	-31%	-$1.68K	﹤0.01%	1246
2018 Q4	$5K	Sell	116 -67	-37%	-$2.86K	﹤0.01%	1020
2018 Q3	$8K	Hold	183	–	–	﹤0.01%	950
2018 Q2	$7K	Hold	183	–	–	﹤0.01%	991
2018 Q1	$7K	Hold	183	–	–	﹤0.01%	980
2017 Q4	$8K	Sell	183 -15	-8%	-$673	﹤0.01%	969
2017 Q3	$8K	Sell	198 -94	-32%	-$3.79K	﹤0.01%	921
2017 Q2	$11K	Hold	292	–	–	0.01%	826
2017 Q1	$11K	Hold	292	–	–	0.01%	806
2016 Q4	$12K	Hold	292	–	–	0.01%	766
2016 Q3	$11K	Hold	292	–	–	0.01%	774
2016 Q2	$10K	Hold	292	–	–	0.01%	778
2016 Q1	$9K	Sell	292 -131	-31%	-$4.04K	0.01%	787
2015 Q4	$12K	Buy	+423	New	+$13.2K	0.01%	677

Other funds holding FORR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Versant Capital Management's FORR Position: Q2 2026 in Review

Versant Capital Management increased its Forrester Research (FORR) stake by 63% in Q2 2026, buying an estimated $21.1K and bringing the position to 8,360 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #1133.

Versant Capital Management first reported a position in FORR in Q4 2015 and has held it in 26 quarters since. 8 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Versant Capital Management held 8,360 shares of Forrester Research worth $70.3K as of Q2 2026.
Versant Capital Management bought 3,237 Forrester Research shares in Q2 2026, an estimated $21.1K.
Forrester Research made up 0.01% of Versant Capital Management's portfolio in Q2 2026, its #1133 holding.
Versant Capital Management first reported a position in Forrester Research in Q4 2015 and has held it in 26 quarters since.
8 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.