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Forrester Research

109 hedge funds and large institutions have $79.9M invested in Forrester Research in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 47.96%51.78% (+3.8%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 111109 (-2)

18% less capital invested

Capital invested by funds: $96.9M → $79.9M (-$17M)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $4.06M

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
43
Closed
17
Calls
$6K
Puts
$4.06M
Net Calls
-$4.05M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$7.77M +$32.2K +4,103 +0.4%
PCM
2
Portolan Capital Management
Massachusetts
$5.73M +$1.51M +191,877 +37%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.35M +$73K +9,296 +1%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$4.78M +$1.23M +156,566 +36%
ACH
5
ArrowMark Colorado Holdings
Colorado
$4.52M -$946K -120,509 -18%
TCM
6
Tieton Capital Management
Washington
$4.37M +$4.23M +538,560 New
Renaissance Technologies
7
Renaissance Technologies
New York
$3.64M -$130K -16,600 -4%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$3.45M +$424K +54,009 +15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.23M -$610K -77,629 -16%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$2.84M +$120K +15,260 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.42M +$45.5K +5,793 +2%
ICM
12
Invenomic Capital Management
Massachusetts
$2.1M -$46.2K -5,880 -2%
State Street
13
State Street
Massachusetts
$2.08M +$29.7K +3,778 +1%
Federated Hermes
14
Federated Hermes
Pennsylvania
$1.93M -$140K -17,800 -7%
Walleye Capital
15
Walleye Capital
New York
$1.87M +$1.08M +137,571 +149%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.62M +$487K +61,985 +45%
BCM
17
Bridgeway Capital Management
Texas
$1.22M +$31.4K +4,000 +3%
HIM
18
Herald Investment Management
United Kingdom
$1.22M
SEI Investments
19
SEI Investments
Pennsylvania
$1.09M +$973K +123,833 +1,224%
Morgan Stanley
20
Morgan Stanley
New York
$1.03M -$526K -67,008 -35%
QCM
21
Quantinno Capital Management
New York
$1.01M +$364K +46,344 +60%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$993K +$93.8K +11,948 +11%
Two Sigma Investments
23
Two Sigma Investments
New York
$984K -$211K -26,820 -18%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$860K -$280K -35,600 -25%
Northern Trust
25
Northern Trust
Illinois
$812K -$37.9K -4,824 -5%