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Forrester Research
FORR

Overview Fund Activity

102 hedge funds and large institutions have $92.4M invested in Forrester Research in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
36
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRCP
1
Pacific Ridge Capital Partners
Oregon
$4.07M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$2.75M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$801K
4
PCM
4
Portolan Capital Management
Massachusetts
$3.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.7M

Top Sellers

1
RA
1
Royce & Associates
New York
$11.1M
2
CI
2
Cambiar Investors
Colorado
$0
3
ICM
3
Invenomic Capital Management
Massachusetts
$2.76M
4
AI
4
Acuitas Investments
Washington
$0
5
WVP
5
Worth Venture Partners
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$11.1M 1,121,297 -711,974 -39%
BlackRock
2
BlackRock
New York
$8.43M 851,964 -23,588 -3%
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.17M 724,125 +8,035 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.4M 645,970 +2,799 +0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.16M 520,972 +9,549 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.65M 469,624 -7,400 -2%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$4.07M 411,434 +196,121 +91%
PCM
8
Portolan Capital Management
Massachusetts
$3.48M 351,726 +71,612 +26%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.33M 336,650 +4,152 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.87M 290,038 -13,013 -4%
ICM
11
Invenomic Capital Management
Massachusetts
$2.76M 278,756 -43,407 -13%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$2.75M 277,730 +90,350 +48%
Federated Hermes
13
Federated Hermes
Pennsylvania
$2.5M 252,810 +2,446 +1%
State Street
14
State Street
Massachusetts
$2.49M 251,650 +884 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$1.7M 171,633 +64,959 +61%
HIM
16
Herald Investment Management
United Kingdom
$1.48M 150,000 – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.39M 140,888 -25,884 -16%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.2M 121,003 -1,100 -0.9%
Northern Trust
19
Northern Trust
Illinois
$1.07M 108,483 -2,891 -3%
BCM
20
Bridgeway Capital Management
Texas
$1.02M 103,409 +54,409 +111%
KIM
21
Kestrel Investment Management
California
$941K 95,100 -4,700 -5%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$926K 93,491 -9,060 -9%
Two Sigma Investments
23
Two Sigma Investments
New York
$920K 92,966 +13,318 +17%
Citadel Advisors
24
Citadel Advisors
Florida
$918K 92,720 +31,743 +52%
Charles Schwab
25
Charles Schwab
California
$878K 88,650 +251 +0.3%
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