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Forrester Research
FORR

111 hedge funds and large institutions have $96.9M invested in Forrester Research in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more funds holding

Funds holding: 104 → 111 (+7)

5% more capital invested

Capital invested by funds: $92.6M → $96.9M (+$4.3M)

1.11% less ownership

Funds ownership: 49.07% → 47.96% (-1.1%)

Holders
111
Holders Change
+7
Holders Change %
+6.73%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
51
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$1.64M
2
BlackRock
BlackRock
New York
+$1.02M
3
Walleye Capital
Walleye Capital
New York
+$935K
4
AQR Capital Management
AQR Capital Management
Connecticut
+$803K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$690K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$10.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$581K
3
ACH
ArrowMark Colorado Holdings
Colorado
-$479K
4
SIM
SummerHaven Investment Management
Connecticut
-$472K
5
Axa
Axa
France
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$10.1M +$1.02M +100,861 +12%
ACH
2
ArrowMark Colorado Holdings
Colorado
$7.17M -$479K -47,274 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.89M +$38.5K +3,795 +0.6%
PCM
4
Portolan Capital Management
Massachusetts
$5.45M +$1.64M +162,146 +46%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.04M -$458K -45,162 -9%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.92M -$50.8K -5,018 -1%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$4.58M +$212K +20,888 +5%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$3.94M +$355K +35,050 +10%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$3.54M +$570K +56,249 +20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.1M +$26.3K +2,598 +0.9%
ICM
11
Invenomic Capital Management
Massachusetts
$2.8M -$143K -14,143 -5%
Federated Hermes
12
Federated Hermes
Pennsylvania
$2.71M +$25.9K +2,554 +1%
State Street
13
State Street
Massachusetts
$2.67M +$3.21K +317 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$2.06M +$226K +22,270 +13%
HIM
15
Herald Investment Management
United Kingdom
$1.59M – – –
Two Sigma Investments
16
Two Sigma Investments
New York
$1.57M +$558K +55,058 +59%
BCM
17
Bridgeway Capital Management
Texas
$1.56M +$440K +43,450 +42%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.5M +$208K +20,500 +17%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.46M -$33.3K -3,282 -2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.31M +$803K +79,298 +178%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.17M +$171K +16,885 +18%
RA
22
Royce & Associates
New York
$1.13M -$10.3M -1,014,910 -91%
Northern Trust
23
Northern Trust
Illinois
$1.11M -$36.7K -3,619 -3%
Charles Schwab
24
Charles Schwab
California
$1.01M +$68.3K +6,737 +8%
KIM
25
Kestrel Investment Management
California
$1.01M – – –
1
2 3 4 5

FORR Hedge Fund Activity: Q3 2025 in Review

111 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2025, worth a combined $96.9M — up 4.6% from $92.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FORR positions and 9 closed out — a net gain of 7 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Portolan Capital Management, adding an estimated $1.64M. The largest seller was Royce & Associates, cutting an estimated $10.3M.

  • 111 institutional investors held Forrester Research (FORR) as of Q3 2025, up from 104 in Q2 2025.
  • Funds reported $96.9M of Forrester Research stock for Q3 2025, up 4.6% quarter-over-quarter.
  • 16 funds opened new Forrester Research positions in Q3 2025 and 9 closed out, a net change of +7 holders.
  • The largest Forrester Research buyer in Q3 2025 was Portolan Capital Management, an estimated $1.64M added.
  • The largest Forrester Research seller in Q3 2025 was Royce & Associates, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2025.