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Forrester Research
FORR

103 hedge funds and large institutions have $64.3M invested in Forrester Research in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

7.41% more ownership

Funds ownership: 51.78% → 59.19% (+7.4%)

6% less funds holding

Funds holding: 109 → 103 (-6)

20% less capital invested

Capital invested by funds: $79.9M → $64.3M (-$15.6M)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.79M

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
40
Reduced
28
Closed
24
Calls
–
Puts
$3.79M
Net Calls
-$3.79M
Net Calls Change
+$262K

Top Buyers

1
PCM
Portolan Capital Management
Massachusetts
+$5.71M
2
NCM
Nantahala Capital Management
Connecticut
+$4.75M
3
First Manhattan
First Manhattan
New York
+$4.53M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.66M
5
SEI Investments
SEI Investments
Pennsylvania
+$1.03M

Top Sellers

1
ICM
Invenomic Capital Management
Massachusetts
-$2.1M
2
Walleye Capital
Walleye Capital
New York
-$1.87M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$1.37M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.33M
5
HIM
Herald Investment Management
United Kingdom
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
51
IEQ Capital
California
$92.5K +$25.9K +3,794 +30%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$82.4K -$3.38K -494 -3%
AAM
53
Auxier Asset Management
Oregon
$74K -$5.47K -800 -6%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$71.3K -$2.58K -377 -3%
American Century Companies
55
American Century Companies
Missouri
$66.3K – – –
SO
56
STRS Ohio
Ohio
$62.8K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$52.8K +$26.5K +3,877 +71%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$41.1K +$21.6K +3,167 +77%
Deutsche Bank
59
Deutsche Bank
Germany
$41.1K – – –
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$35.7K -$48.8K -7,138 -53%
Mirae Asset Global ETFs Holdings
61
Mirae Asset Global ETFs Holdings
Hong Kong
$31.7K +$929 +136 +2%
VCM
62
Versant Capital Management
Arizona
$29K +$4.68K +685 +15%
EP
63
Elkhorn Partners
Nebraska
$28.3K +$13.7K +2,000 +67%
JP Morgan Chase
64
JP Morgan Chase
New York
$27.7K -$1.33M -194,712 -98%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$26.8K +$24.4K +3,567 +308%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$26.6K – – –
Wells Fargo
67
Wells Fargo
California
$24.6K -$58.1K -8,494 -66%
VGA
68
Vanguard Global Advisers
Pennsylvania
$22.9K +$27.7K +4,049 New
PFSRSONJ
69
Police & Firemen's Retirement System of New Jersey
New Jersey
$18.4K – – –
UBS Group
70
UBS Group
Switzerland
$15.3K +$9.38K +1,373 +104%
TRCT
71
Tower Research Capital (TRC)
New York
$14.2K +$6.25K +915 +58%
AAP
72
Arax Advisory Partners
Colorado
$8.9K +$9.9K +1,448 +1,168%
EP
73
Essential Partners
California
$6.68K +$5.16K +755 +178%
Citigroup
74
Citigroup
New York
$6.36K -$41.2K -6,035 -84%
GI
75
GAMMA Investing
California
$6.13K -$17.8K -2,605 -71%
1 2
3
4 5

FORR Hedge Fund Activity: Q1 2026 in Review

103 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2026, worth a combined $64.3M — down 20% from $79.9M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FORR and 19 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 40 added.

The largest buyer was Portolan Capital Management, adding an estimated $5.71M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $2.1M sold.

  • 103 institutional investors held Forrester Research (FORR) as of Q1 2026, down from 109 in Q4 2025.
  • Funds reported $64.3M of Forrester Research stock for Q1 2026, down 20% quarter-over-quarter.
  • 19 funds opened new Forrester Research positions in Q1 2026 and 24 closed out, a net change of -5 holders.
  • The largest Forrester Research buyer in Q1 2026 was Portolan Capital Management, an estimated $5.71M added.
  • The largest Forrester Research seller in Q1 2026 was Invenomic Capital Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q1 2026.