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Wedge Capital Management’s Forrester Research FORR Stock Holding History

Wedge 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
2024
Q3 		– Sell
-57,632
Closed -$984K – 506
2024
Q2 		$984K Buy
57,632
+11,472
+25% +$211K 0.02% 399
2024
Q1 		$995K Buy
46,160
+20,704
+81% +$470K 0.02% 402
2023
Q4 		$682K Buy
25,456
+593
+2% +$15.4K 0.01% 402
2023
Q3 		$719K Sell
24,863
-23,863
-49% -$734K 0.01% 377
2023
Q2 		$1.42M Buy
+48,726
New +$1.45M 0.02% 404
2018
Q4 		– Sell
-5,637
Closed -$259K – 568
2018
Q3 		$259K Sell
5,637
-241
-4% -$11.1K ﹤0.01% 538
2018
Q2 		$247K Buy
5,878
+828
+16% +$35.5K ﹤0.01% 544
2018
Q1 		$209K Buy
5,050
+53
+1% +$2.26K ﹤0.01% 570
2017
Q4 		$221K Sell
4,997
-51
-1% -$2.29K ﹤0.01% 567
2017
Q3 		$211K Sell
5,048
-1,029
-17% -$41.4K ﹤0.01% 562
2017
Q2 		$238K Hold
6,077
– – ﹤0.01% 542
2017
Q1 		$242K Buy
6,077
+1,030
+20% +$40.5K ﹤0.01% 530
2016
Q4 		$217K Buy
+5,047
New +$201K ﹤0.01% 547
2015
Q2 		– Sell
-6,075
Closed -$223K – 602
2015
Q1 		$223K Buy
+6,075
New +$228K ﹤0.01% 572

Other funds holding FORR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wedge Capital Management's FORR Position: Q3 2024 in Review

Wedge Capital Management sold out of Forrester Research (FORR) in Q3 2024, closing a stake of 57,632 shares — an estimated $984K sold.

Wedge Capital Management first reported a position in FORR in Q1 2015 and held it in 14 quarters. The position peaked at $1.42M in Q2 2023. 106 funds tracked by Wall St. Rank hold FORR as of Q3 2024.

  • Wedge Capital Management reported no remaining Forrester Research position as of Q3 2024 after selling out during the quarter.
  • Wedge Capital Management sold 57,632 Forrester Research shares in Q3 2024, an estimated $984K.
  • Wedge Capital Management first reported a position in Forrester Research in Q1 2015 and held it in 14 quarters.
  • Wedge Capital Management's Forrester Research position peaked at $1.42M in Q2 2023.
  • 106 funds tracked by Wall St. Rank held Forrester Research as of Q3 2024.

Based on Wedge Capital Management's 13F filing for Q3 2024, filed 11 Oct 2024.