Forrester Research Inc (FORR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares194,843 from 211,963

Change-17,120 (-8%)

Value$2.2M (+$460.1K)

Filed 2026-11-04

Kestrel Investment Management Corp

DECREASED

Shares84,400 from 91,500

Change-7,100 (-8%)

Value$971.4K (+$201.9K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares31,439 from 27,636

Change+3,803 (+14%)

Value$361.9K (+$129.4K)

Filed 2026-11-05

MacKenzie Financial Corp

NEW

Shares24,388

Change+24,388

Value$280.7K

Filed 2026-11-02

Oppenheimer Asset Management Inc.

INCREASED

Shares23,310 from 15,672

Change+7,638 (+49%)

Value$268.3K (+$136.5K)

Filed 2026-10-27

Inscription Capital, LLC

DECREASED

Shares19,232 from 19,856

Change-624 (-3%)

Value$221.4K (+$54.4K)

Filed 2026-11-02

Daytona Street Capital LLC

NEW

Shares15,000

Change+15,000

Value$170.1K

Filed 2026-10-15

Jefferies Financial Group Inc.

NEW

Shares13,900

Change+13,900

Value$160.0K

Filed 2026-11-05

Versant Capital Management, Inc

UNCHANGED

Shares8,360 from 8,360

Change0 (0%)

Value$96.2K (+$25.9K)

Filed 2026-10-02

Citigroup Inc

NEW

Shares5,499

Change+5,499

Value$63.3K

Filed 2026-11-04

Gamma Investing LLC

UNCHANGED

Shares1,507 from 1,507

Change0 (0%)

Value$17.3K (+$4.7K)

Filed 2026-10-08

Essential Partners LLC

DECREASED

Shares375 from 651

Change-276 (-42%)

Value$4.3K (-$1.2K)

Filed 2026-10-14

US Bancorp \de\

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$3.2K (+$852)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

UNCHANGED

Shares177 from 177

Change0 (0%)

Value$2.0K (+$549)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

DECREASED

Shares120 from 432

Change-312 (-72%)

Value$1.4K (-$2.3K)

Filed 2026-11-04

Fortitude Family Office, LLC

DECREASED

Shares104 from 123

Change-19 (-15%)

Value$1.2K (+$163)

Filed 2026-10-14

Simplex Trading, LLC

DECREASED

Shares92 from 765

Change-673 (-88%)

Value$1.1K (-$5.4K)

Filed 2026-11-04

IFP Advisors, Inc

DECREASED

Shares51 from 160

Change-109 (-68%)

Value$587 (-$759)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares37

Change+37

Value$426

Filed 2026-10-21

True Wealth Design, LLC

DECREASED

Shares30 from 140

Change-110 (-79%)

Value$346 (-$832)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares25 from 152

Change-127 (-84%)

Value$288 (-$991)

Filed 2026-10-08

Caitong International Asset Management Co., Ltd

INCREASED

Shares12 from 11

Change+1 (+9%)

Value$138 (+$45)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares7

Change+7

Value$81

Filed 2026-10-30

Nisa Investment Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$69 (+$19)

Filed 2026-10-20

SJS Investment Consulting Inc.

DECREASED

Shares4 from 16

Change-12 (-75%)

Value$47 (-$88)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 13,642

Change-13,642 (-100%)

Value$0 (-$136.4K)

Filed 2026-10-13

Covestor Ltd

CLOSED

Shares0 from 37

Change-37 (-100%)

Value$0 ($0)

Filed 2026-10-30

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$93)

Filed 2026-10-07

Portolan Capital Management, LLC

N/A

Shares— from 1,623,925

Change-1,623,925 (-100%)

Value—

Nantahala Capital Management, LLC

N/A

Shares— from 763,446

Change-763,446 (-100%)

Value—

Tieton Capital Management, LLC

N/A

Shares— from 757,476

Change-757,476 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 750,000

Change-750,000 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 705,344

Change-705,344 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 500,395

Change-500,395 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 429,610

Change-429,610 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 418,206

Change-418,206 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 366,689

Change-366,689 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 357,665

Change-357,665 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 289,195

Change-289,195 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 270,105

Change-270,105 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 269,891

Change-269,891 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 231,808

Change-231,808 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 200,406

Change-200,406 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 199,012

Change-199,012 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 169,088

Change-169,088 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 168,333

Change-168,333 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 163,788

Change-163,788 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 132,202

Change-132,202 (-100%)

Value—

Nierenberg Investment Management Company, LLC

N/A

Shares— from 131,110

Change-131,110 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 123,617

Change-123,617 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 76,916

Change-76,916 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 74,551

Change-74,551 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 70,016

Change-70,016 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 68,992

Change-68,992 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 66,865

Change-66,865 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 65,977

Change-65,977 (-100%)

Value—

State Street Corp

N/A

Shares— from 65,213

Change-65,213 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 64,854

Change-64,854 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 64,275

Change-64,275 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 54,743

Change-54,743 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 52,118

Change-52,118 (-100%)

Value—

Cooper Creek Partners Management LLC

N/A

Shares— from 46,779

Change-46,779 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 43,759

Change-43,759 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 40,105

Change-40,105 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 38,578

Change-38,578 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 38,425

Change-38,425 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 35,203

Change-35,203 (-100%)

Value—

Barclays PLC

N/A

Shares— from 33,648

Change-33,648 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 32,792

Change-32,792 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 28,997

Change-28,997 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 27,040

Change-27,040 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 26,893

Change-26,893 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 25,610

Change-25,610 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 23,659

Change-23,659 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 21,389

Change-21,389 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,571

Change-18,571 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 15,727

Change-15,727 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 15,536

Change-15,536 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 13,211

Change-13,211 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,026

Change-13,026 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 12,032

Change-12,032 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 11,718

Change-11,718 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 10,079

Change-10,079 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,591

Change-9,591 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 6,135

Change-6,135 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,049

Change-4,049 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,578

Change-3,578 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 3,114

Change-3,114 (-100%)

Value—

Elkhorn Partners Limited Partnership

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 884

Change-884 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 675

Change-675 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 293

Change-293 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 258

Change-258 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 217

Change-217 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 128

Change-128 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 79

Change-79 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 20

Change-20 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 6

Change-6 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	194,843	211,963	-17,120	-8%	$1.8M	$2.2M	+$460.1K	2026-11-04
Kestrel Investment Management Corp	DECREASED	84,400	91,500	-7,100	-8%	$769.5K	$971.4K	+$201.9K	2026-11-02
Bank of New York Mellon Corp	INCREASED	31,439	27,636	+3,803	+14%	$232.4K	$361.9K	+$129.4K	2026-11-05
MacKenzie Financial Corp	NEW	24,388	—	+24,388	—	—	$280.7K	—	2026-11-02
Oppenheimer Asset Management Inc.	INCREASED	23,310	15,672	+7,638	+49%	$131.8K	$268.3K	+$136.5K	2026-10-27
Inscription Capital, LLC	DECREASED	19,232	19,856	-624	-3%	$167.0K	$221.4K	+$54.4K	2026-11-02
Daytona Street Capital LLC	NEW	15,000	—	+15,000	—	—	$170.1K	—	2026-10-15
Jefferies Financial Group Inc.	NEW	13,900	—	+13,900	—	—	$160.0K	—	2026-11-05
Versant Capital Management, Inc	UNCHANGED	8,360	8,360	0	0%	$70.3K	$96.2K	+$25.9K	2026-10-02
Citigroup Inc	NEW	5,499	—	+5,499	—	—	$63.3K	—	2026-11-04
Gamma Investing LLC	UNCHANGED	1,507	1,507	0	0%	$12.7K	$17.3K	+$4.7K	2026-10-08
Essential Partners LLC	DECREASED	375	651	-276	-42%	$5.5K	$4.3K	-$1.2K	2026-10-14
US Bancorp \de\	UNCHANGED	275	275	0	0%	$2.3K	$3.2K	+$852	2026-11-05
Physician Wealth Advisors, Inc.	UNCHANGED	177	177	0	0%	$1.5K	$2.0K	+$549	2026-10-20
EverSource Wealth Advisors, LLC	DECREASED	120	432	-312	-72%	$3.6K	$1.4K	-$2.3K	2026-11-04
Fortitude Family Office, LLC	DECREASED	104	123	-19	-15%	$1.0K	$1.2K	+$163	2026-10-14
Simplex Trading, LLC	DECREASED	92	765	-673	-88%	$6.4K	$1.1K	-$5.4K	2026-11-04
IFP Advisors, Inc	DECREASED	51	160	-109	-68%	$1.3K	$587	-$759	2026-10-16
Root Financial Partners, LLC	NEW	37	—	+37	—	—	$426	—	2026-10-21
True Wealth Design, LLC	DECREASED	30	140	-110	-79%	$1.2K	$346	-$832	2026-10-13
Farther Finance Advisors, LLC	DECREASED	25	152	-127	-84%	$1.3K	$288	-$991	2026-10-08
Caitong International Asset Management Co., Ltd	INCREASED	12	11	+1	+9%	$93	$138	+$45	2026-10-29
Provenance Wealth Advisors, LLC	NEW	7	—	+7	—	—	$81	—	2026-10-30
Nisa Investment Advisors, LLC	UNCHANGED	6	6	0	0%	$50	$69	+$19	2026-10-20
SJS Investment Consulting Inc.	DECREASED	4	16	-12	-75%	$135	$47	-$88	2026-10-26
Wealth Enhancement Advisory Services, LLC	CLOSED	0	13,642	-13,642	-100%	$136.4K	$0	-$136.4K	2026-10-13
Covestor Ltd	CLOSED	0	37	-37	-100%	$0	$0	$0	2026-10-30
Wealth Enhancement Trust Services, Inc.	CLOSED	0	11	-11	-100%	$93	$0	-$93	2026-10-07
Portolan Capital Management, LLC	N/A	—	1,623,925	-1,623,925	-100%	$13.7M	—	—	—
Nantahala Capital Management, LLC	N/A	—	763,446	-763,446	-100%	$6.4M	—	—	—
Tieton Capital Management, LLC	N/A	—	757,476	-757,476	-100%	$6.4M	—	—	—
First Manhattan Co. Llc.	N/A	—	750,000	-750,000	-100%	$6.3M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	705,344	-705,344	-100%	$5.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	500,395	-500,395	-100%	$4.2M	—	—	—
Acadian Asset Management LLC	N/A	—	429,610	-429,610	-100%	$3.6M	—	—	—
Renaissance Technologies LLC	N/A	—	418,206	-418,206	-100%	$3.5M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	366,689	-366,689	-100%	$3.1M	—	—	—
AQR Capital Management LLC	N/A	—	357,665	-357,665	-100%	$3.0M	—	—	—
Quantinno Capital Management LP	N/A	—	289,195	-289,195	-100%	$2.4M	—	—	—
BlackRock, Inc.	N/A	—	270,105	-270,105	-100%	$2.3M	—	—	—
Ancora Advisors LLCA	N/A	—	269,891	-269,891	-100%	$2.3M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	231,808	-231,808	-100%	$1.9M	—	—	—
SEI Investments Co	N/A	—	200,406	-200,406	-100%	$1.7M	—	—	—
Russell Investments Group, Ltd.	N/A	—	199,012	-199,012	-100%	$1.7M	—	—	—
Geode Capital Management, LLC	N/A	—	169,088	-169,088	-100%	$1.4M	—	—	—
Jane Street Group, LLC	N/A	—	168,333	-168,333	-100%	$1.4M	—	—	—
Morgan Stanley	N/A	—	163,788	-163,788	-100%	$1.4M	—	—	—
Two Sigma Investments, LP	N/A	—	132,202	-132,202	-100%	$1.1M	—	—	—
Nierenberg Investment Management Company, LLC	N/A	—	131,110	-131,110	-100%	$1.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	123,617	-123,617	-100%	$1.0M	—	—	—
Trexquant Investment LP	N/A	—	76,916	-76,916	-100%	$646.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	74,551	-74,551	-100%	$627.0K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	70,016	-70,016	-100%	$588.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	68,992	-68,992	-100%	$580.2K	—	—	—
Goldman Sachs Group Inc	N/A	—	66,865	-66,865	-100%	$562.3K	—	—	—
Marshall Wace, LLP	N/A	—	65,977	-65,977	-100%	$554.9K	—	—	—
State Street Corp	N/A	—	65,213	-65,213	-100%	$548.4K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	64,854	-64,854	-100%	$545.4K	—	—	—
GSA Capital Partners LLP	N/A	—	64,275	-64,275	-100%	$541.0K	—	—	—
Price T Rowe Associates Inc	N/A	—	54,743	-54,743	-100%	$461.0K	—	—	—
Federated Hermes, Inc.	N/A	—	52,118	-52,118	-100%	$438.3K	—	—	—
Cooper Creek Partners Management LLC	N/A	—	46,779	-46,779	-100%	$393.0K	—	—	—
Millennium Management LLC	N/A	—	43,759	-43,759	-100%	$368.0K	—	—	—
Ameriprise Financial Inc	N/A	—	40,105	-40,105	-100%	$337.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	38,578	-38,578	-100%	$324.4K	—	—	—
HSBC Holdings PLC	N/A	—	38,425	-38,425	-100%	$322.0K	—	—	—
Bank of America Corp	N/A	—	35,203	-35,203	-100%	$296.1K	—	—	—
Barclays PLC	N/A	—	33,648	-33,648	-100%	$283.0K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	32,792	-32,792	-100%	$275.8K	—	—	—
Northern Trust Corp	N/A	—	28,997	-28,997	-100%	$243.9K	—	—	—
IEQ Capital, LLC	N/A	—	27,040	-27,040	-100%	$227.4K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	26,893	-26,893	-100%	$226.2K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	25,610	-25,610	-100%	$215.4K	—	—	—
XTX Topco Ltd	N/A	—	23,659	-23,659	-100%	$199.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	21,389	-21,389	-100%	$179.9K	—	—	—
Mariner, LLC	N/A	—	18,571	-18,571	-100%	$156.2K	—	—	—
Squarepoint Ops LLC	N/A	—	15,727	-15,727	-100%	$132.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	15,536	-15,536	-100%	$130.7K	—	—	—
Invesco Ltd.	N/A	—	13,211	-13,211	-100%	$111.1K	—	—	—
Focus Partners Wealth	N/A	—	13,026	-13,026	-100%	$109.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	12,032	-12,032	-100%	$101.2K	—	—	—
American Century Companies Inc	N/A	—	11,718	-11,718	-100%	$98.5K	—	—	—
Arax Advisory Partners	N/A	—	10,079	-10,079	-100%	$84.8K	—	—	—
FMR LLC	N/A	—	9,591	-9,591	-100%	$80.7K	—	—	—
Rhumbline Advisers	N/A	—	6,135	-6,135	-100%	$51.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,049	-4,049	-100%	$34.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,578	-3,578	-100%	$30.1K	—	—	—
Clear Street Group Inc.	N/A	—	3,114	-3,114	-100%	$26.2K	—	—	—
Elkhorn Partners Limited Partnership	N/A	—	3,000	-3,000	-100%	$25.2K	—	—	—
UBS Group AG	N/A	—	884	-884	-100%	$7.4K	—	—	—
Allworth Financial LP	N/A	—	675	-675	-100%	$5.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	293	-293	-100%	$2.5K	—	—	—
Royal Bank of Canada	N/A	—	258	-258	-100%	$2.0K	—	—	—
JPMorgan Chase & Co	N/A	—	217	-217	-100%	$1.8K	—	—	—
Rothschild Investment LLC	N/A	—	128	-128	-100%	$1.1K	—	—	—
Rialto Wealth Management, LLC	N/A	—	79	-79	-100%	$665	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	37	-37	-100%	$311	—	—	—
Wells Fargo & Company	N/A	—	20	-20	-100%	$168	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	20	-20	-100%	$168	—	—	—
Optiver Holding B.V.	N/A	—	6	-6	-100%	$50	—	—	—
Clearstead Advisors, LLC	N/A	—	2	-2	-100%	$17	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$8	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$9	—	—	—

Showing 103 of 103 institutions