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Forrester Research Inc (FORR)

CUSIP: 346563109 | NYSE | Industrials · Consulting Services | Micro Cap | 465 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP194,843
0.0% of portfolio›$2.2M
Kestrel Investment Management Corp84,400
0.6% of portfolio›$971.4K
Bank of New York Mellon Corp31,439
0.0% of portfolio›$361.9K
MacKenzie Financial Corp24,388
0.0% of portfolio›$280.7K
Oppenheimer Asset Management Inc.23,310
0.0% of portfolio›$268.3K
Inscription Capital, LLC19,232
0.0% of portfolio›$221.4K
Daytona Street Capital LLC15,000
0.1% of portfolio›$170.1K
Versant Capital Management, Inc8,360
0.0% of portfolio›$96.2K
Citigroup Inc5,499
0.0% of portfolio›$63.3K
Gamma Investing LLC1,507
0.0% of portfolio›$17.3K
Essential Partners LLC375
0.0% of portfolio›$4.3K
US Bancorp \de\275
0.0% of portfolio›$3.2K
Physician Wealth Advisors, Inc.177
0.0% of portfolio›$2.0K
EverSource Wealth Advisors, LLC120
0.0% of portfolio›$1.4K
Fortitude Family Office, LLC104
0.0% of portfolio›$1.2K
Simplex Trading, LLC92
0.0% of portfolio›$1.1K
IFP Advisors, Inc51
0.0% of portfolio›$587
Root Financial Partners, LLC37
0.0% of portfolio›$426
True Wealth Design, LLC30
0.0% of portfolio›$346
Farther Finance Advisors, LLC25
0.0% of portfolio›$288
Caitong International Asset Management Co., Ltd12
0.0% of portfolio›$138
Provenance Wealth Advisors, LLC7
0.0% of portfolio›$81
Nisa Investment Advisors, LLC6
0.0% of portfolio›$69
SJS Investment Consulting Inc.4
0.0% of portfolio›$47
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
194,843$2.2M0.0%IndexLowAustin, TX2026-11-04
Kestrel Investment Management Corp
84,400$971.4K0.6%Deep ValueMediumSan Mateo, CA2026-11-02
Bank of New York Mellon Corp
31,439$361.9K0.0%CoreLowNew York, NY2026-11-05
MacKenzie Financial Corp
24,388$280.7K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Oppenheimer Asset Management Inc.
23,310$268.3K0.0%CoreMediumNew York, NY2026-10-27
Inscription Capital, LLC
19,232$221.4K0.0%GARPMediumHouston, TX2026-11-02
Daytona Street Capital LLC
15,000$170.1K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Versant Capital Management, Inc
8,360$96.2K0.0%GARPLowPhoenix, AZ2026-10-02
Citigroup Inc
5,499$63.3K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
1,507$17.3K0.0%IndexVery LowFoster City, CA2026-10-08
Essential Partners LLC
375$4.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
US Bancorp \de\
275$3.2K0.0%IndexLowMinneapolis, MN2026-11-05
Physician Wealth Advisors, Inc.
177$2.0K0.0%ETFMediumMidvale, UT2026-10-20
EverSource Wealth Advisors, LLC
120$1.4K0.0%CoreMediumBirmingham, AL2026-11-04
Fortitude Family Office, LLC
104$1.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Simplex Trading, LLC
92$1.1K0.0%CoreVery HighChicago, IL2026-11-04
IFP Advisors, Inc
51$5870.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
37$4260.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
30$3460.0%ETFMediumAkron, OH2026-10-13
Farther Finance Advisors, LLC
25$2880.0%IndexLowSan Francisco, CA2026-10-08
Caitong International Asset Management Co., Ltd
12$1380.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
7$810.0%ETFLowFort Lauderdale, FL2026-10-30
Nisa Investment Advisors, LLC
6$690.0%IndexVery LowSt. Louis, MO2026-10-20
SJS Investment Consulting Inc.
4$470.0%ETFVery LowSylvania, OH2026-10-26