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Forrester Research

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: 109103 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Portolan Capital Management
Massachusetts
$8.72M +$5.71M +835,527 +118%
BlackRock
2
BlackRock
New York
$5.14M -$339K -49,551 -5%
First Manhattan
3
First Manhattan
New York
$4.25M +$4.53M +662,800 +760%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$4.02M +$834K +121,959 +21%
NCM
5
Nantahala Capital Management
Connecticut
$3.93M +$4.75M +694,422 New
TCM
6
Tieton Capital Management
Washington
$3.16M +$140K +20,481 +4%
VCM
7
Vanguard Capital Management
Pennsylvania
$2.76M +$3.33M +486,922 New
ACH
8
ArrowMark Colorado Holdings
Colorado
$2.68M -$570K -83,390 -15%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.47M -$77.2K -11,300 -3%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$2.39M -$16.2K -2,371 -0.6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.2M +$2.66M +389,254 New
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$2.17M +$235K +34,350 +10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.79M +$125K +18,359 +6%
SEI Investments
14
SEI Investments
Pennsylvania
$1.61M +$1.03M +150,470 +112%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.51M -$901K -131,792 -33%
State Street
16
State Street
Massachusetts
$1.47M +$22.7K +3,325 +1%
QCM
17
Quantinno Capital Management
New York
$1.27M +$685K +100,276 +81%
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.05M +$596K +87,257 +88%
BCM
19
Bridgeway Capital Management
Texas
$854K
NIMC
20
Nierenberg Investment Management Company
Washington
$742K +$817K +119,555 +1,035%
Goldman Sachs
21
Goldman Sachs
New York
$722K +$275K +40,296 +46%
Northern Trust
22
Northern Trust
Illinois
$581K +$17.8K +2,607 +3%
Morgan Stanley
23
Morgan Stanley
New York
$578K -$170K -24,822 -20%
Two Sigma Investments
24
Two Sigma Investments
New York
$575K -$134K -19,603 -16%
VPM
25
Vanguard Portfolio Management
Pennsylvania
$556K +$671K +98,172 New