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Forrester Research

104 hedge funds and large institutions have $92.6M invested in Forrester Research in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 30

11% more funds holding

Funds holding: 94104 (+10)

6% more capital invested

Capital invested by funds: $87.7M → $92.6M (+$4.85M)

0.92% less ownership

Funds ownership: 49.98%49.07% (-0.92%)

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
37
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$11.1M -$7.08M -711,974 -39%
BlackRock
2
BlackRock
New York
$8.43M -$235K -23,588 -3%
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.17M +$79.9K +8,035 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.4M +$27.8K +2,799 +0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.16M +$95K +9,549 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.65M -$73.6K -7,400 -2%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$4.07M +$1.95M +196,121 +91%
PCM
8
Portolan Capital Management
Massachusetts
$3.48M +$712K +71,612 +26%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.33M +$41.3K +4,152 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.87M -$129K -13,013 -4%
ICM
11
Invenomic Capital Management
Massachusetts
$2.76M -$432K -43,407 -13%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$2.75M +$899K +90,350 +48%
Federated Hermes
13
Federated Hermes
Pennsylvania
$2.5M +$24.3K +2,446 +1%
State Street
14
State Street
Massachusetts
$2.49M +$8.79K +884 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$1.7M +$646K +64,959 +61%
HIM
16
Herald Investment Management
United Kingdom
$1.48M
JP Morgan Chase
17
JP Morgan Chase
New York
$1.39M -$257K -25,884 -16%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.2M -$10.9K -1,100 -0.9%
Northern Trust
19
Northern Trust
Illinois
$1.07M -$28.8K -2,891 -3%
BCM
20
Bridgeway Capital Management
Texas
$1.02M +$541K +54,409 +111%
KIM
21
Kestrel Investment Management
California
$941K -$46.8K -4,700 -5%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$926K -$90.1K -9,060 -9%
Two Sigma Investments
23
Two Sigma Investments
New York
$920K +$132K +13,318 +17%
Citadel Advisors
24
Citadel Advisors
Florida
$918K +$316K +31,743 +52%
Charles Schwab
25
Charles Schwab
California
$878K +$2.5K +251 +0.3%

FORR Hedge Fund Activity: Q2 2025 in Review

104 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2025, worth a combined $92.6M — up 5.5% from $87.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FORR positions and 13 closed out — a net gain of 10 holders — while 37 added to existing stakes and 30 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $1.95M. The largest seller was Royce & Associates, cutting an estimated $7.08M.

  • 104 institutional investors held Forrester Research (FORR) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $92.6M of Forrester Research stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 23 funds opened new Forrester Research positions in Q2 2025 and 13 closed out, a net change of +10 holders.
  • The largest Forrester Research buyer in Q2 2025 was Pacific Ridge Capital Partners, an estimated $1.95M added.
  • The largest Forrester Research seller in Q2 2025 was Royce & Associates, an estimated $7.08M sold.

Based on aggregated 13F filings for Q2 2025.