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FORR Institutional Ownership

Forrester Research, Inc.
1W: -1.6% 1M: -8.0% 3M: +16.5% YTD: +37.7% 1Y: +12.9% 3Y: -63.9% 5Y: -77.7%
$11.22
-0.39 (-3.36%)
 
Weekly Expected Move ±4.5%
$10 $11 $11 $12 $12
NASDAQ · Industrials · Consulting Services · Tech Score Neutral · Power 39 · $217.8M mcap · 10M float · 1.31% daily turnover · Short 45% of daily vol

Institutional Ownership — FORR

120
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$87M
Total Invested
20
New Positions
34
Increased
56
Reduced
21
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (139 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Portolan Capital Management, LLC 1,623,925 $18M +82,649 +5.4% 12Q SEC ↗
2 Nantahala Capital Management, LLC 763,446 $9M +69,024 +9.9% 2Q SEC ↗
3 Tieton Capital Management, LLC 757,476 $8M +198,435 +35.5% 3Q SEC ↗
4 FIRST MANHATTAN CO. LLC. 750,000 $8M — +0.0% 3Q SEC ↗
5 Pacific Ridge Capital Partners, LLC 705,344 $8M -5,503 -0.8% 8Q SEC ↗
6 VANGUARD CAPITAL MANAGEMENT LLC 500,395 $6M +13,473 +2.8% 2Q SEC ↗
7 ACADIAN ASSET MANAGEMENT LLC 429,610 $5M +6,272 +1.5% 10Q SEC ↗
8 RENAISSANCE TECHNOLOGIES LLC 418,206 $5M -18,500 -4.2% 84Q SEC ↗
9 HOTCHKIS & WILEY CAPITAL MANAGEMENT LL 366,689 $4M -16,900 -4.4% 8Q SEC ↗
10 AQR CAPITAL MANAGEMENT LLC 357,665 $4M +171,743 +92.4% 5Q SEC ↗
11 Quantinno Capital Management LP 289,195 $3M +65,110 +29.1% 6Q SEC ↗
12 BlackRock, Inc. 270,105 $3M -637,272 -70.2% 8Q SEC ↗
13 Ancora Advisors LLC NEW 269,891 $3M — +0.0% 1Q SEC ↗
14 ArrowMark Colorado Holdings LLC 231,808 $3M -241,144 -51.0% 43Q SEC ↗
15 DIMENSIONAL FUND ADVISORS LP 211,963 $2M -54,426 -20.4% 102Q SEC ↗
16 SEI INVESTMENTS CO 200,406 $2M -84,018 -29.5% 9Q SEC ↗
17 Russell Investments Group, Ltd. 199,012 $2M +194,285 +4110.1% 4Q SEC ↗
18 GEODE CAPITAL MANAGEMENT, LLC 169,088 $2M -147,700 -46.6% 92Q SEC ↗
19 JANE STREET GROUP, LLC 168,333 $2M +81,991 +95.0% 2Q SEC ↗
20 MORGAN STANLEY 163,788 $2M +61,715 +60.5% 60Q SEC ↗
21 TWO SIGMA INVESTMENTS, LP 132,202 $1M +30,601 +30.1% 20Q SEC ↗
22 Nierenberg Investment Management Compa 131,110 $1M — +0.0% 4Q SEC ↗
23 BRIDGEWAY CAPITAL MANAGEMENT, LLC 123,617 $1M -27,242 -18.1% 6Q SEC ↗
24 KESTREL INVESTMENT MANAGEMENT CORP 91,500 $1M — +0.0% 8Q SEC ↗
25 Trexquant Investment LP 76,916 $863K +43,296 +128.8% 10Q SEC ↗
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 74,551 $836K -314,703 -80.8% 2Q SEC ↗
27 VANGUARD FIDUCIARY TRUST CO 70,016 $786K -3,962 -5.4% 2Q SEC ↗
28 Qube Research & Technologies Ltd 68,992 $774K +48,876 +243.0% 10Q SEC ↗
29 GOLDMAN SACHS GROUP INC 66,865 $750K -60,770 -47.6% 15Q SEC ↗
30 MARSHALL WACE, LLP NEW 65,977 $740K — +0.0% 1Q SEC ↗
31 STATE STREET CORP 65,213 $732K -193,857 -74.8% 46Q SEC ↗
32 CHARLES SCHWAB INVESTMENT MANAGEMENT I 64,854 $728K -24,085 -27.1% 15Q SEC ↗
33 Sixth Street Partners Management Compa NEW 64,854 $728K — +0.0% 1Q SEC ↗
34 GSA CAPITAL PARTNERS LLP NEW 64,275 $721K — +0.0% 1Q SEC ↗
35 PRICE T ROWE ASSOCIATES INC /MD 54,743 $614K +16,236 +42.2% 16Q SEC ↗
36 FEDERATED HERMES, INC. 52,118 $585K +14,365 +38.0% 15Q SEC ↗
37 COOPER CREEK PARTNERS MANAGEMENT LLC 46,779 $525K — +0.0% 28Q SEC ↗
38 MILLENNIUM MANAGEMENT LLC NEW 43,759 $491K — +0.0% 1Q SEC ↗
39 AMERIPRISE FINANCIAL INC 40,105 $450K -3,232 -7.5% 8Q SEC ↗
40 MERCER GLOBAL ADVISORS INC /ADV 38,578 $433K +14,816 +62.4% 2Q SEC ↗
41 HSBC HOLDINGS PLC 38,425 $431K -892 -2.3% 4Q SEC ↗
42 BANK OF AMERICA CORP /DE 35,203 $395K -10,434 -22.9% 15Q SEC ↗
43 BARCLAYS PLC 33,648 $378K -1,593 -4.5% 65Q SEC ↗
44 VANGUARD PORTFOLIO MANAGEMENT LLC 32,792 $368K -65,380 -66.6% 2Q SEC ↗
45 NORTHERN TRUST CORP 28,997 $325K -73,650 -71.8% 108Q SEC ↗
46 Bank of New York Mellon Corp 27,636 $310K -41,120 -59.8% 76Q SEC ↗
47 IEQ CAPITAL, LLC 27,040 $303K +10,702 +65.5% 4Q SEC ↗
48 Vanguard Personalized Indexing Managem NEW 26,893 $302K — +0.0% 1Q SEC ↗
49 Aster Capital Management (DIFC) Ltd NEW 25,610 $287K — +0.0% 1Q SEC ↗
50 XTX Topco Ltd 23,659 $265K -2,579 -9.8% 2Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Tieton Capital Management, LLC +198,435 +35.5% 757,476
Russell Investments Group, Ltd. +194,285 +4110.1% 199,012
AQR CAPITAL MANAGEMENT LLC +171,743 +92.4% 357,665
Portolan Capital Management, LLC +82,649 +5.4% 1,623,925
JANE STREET GROUP, LLC +81,991 +95.0% 168,333
Nantahala Capital Management, LLC +69,024 +9.9% 763,446
Quantinno Capital Management LP +65,110 +29.1% 289,195
MORGAN STANLEY +61,715 +60.5% 163,788
Qube Research & Technologies Ltd +48,876 +243.0% 68,992
Trexquant Investment LP +43,296 +128.8% 76,916
TWO SIGMA INVESTMENTS, LP +30,601 +30.1% 132,202
PRICE T ROWE ASSOCIATES INC /MD +16,236 +42.2% 54,743
MERCER GLOBAL ADVISORS INC /ADV +14,816 +62.4% 38,578
FEDERATED HERMES, INC. +14,365 +38.0% 52,118
VANGUARD CAPITAL MANAGEMENT LLC +13,473 +2.8% 500,395
IEQ CAPITAL, LLC +10,702 +65.5% 27,040
Arax Advisory Partners +8,507 +541.2% 10,079
ACADIAN ASSET MANAGEMENT LLC +6,272 +1.5% 429,610
CWM, LLC +3,877 +71.1% 9,329
Versant Capital Management, Inc +3,237 +63.2% 8,360
Biggest Decreases (20)
HolderReducedChange %Total Shares
BlackRock, Inc. -637,272 -70.2% 270,105
SUSQUEHANNA INTERNATIONAL GROUP, LL -314,703 -80.8% 74,551
ArrowMark Colorado Holdings LLC -241,144 -51.0% 231,808
STATE STREET CORP -193,857 -74.8% 65,213
GEODE CAPITAL MANAGEMENT, LLC -147,700 -46.6% 169,088
SEI INVESTMENTS CO -84,018 -29.5% 200,406
NORTHERN TRUST CORP -73,650 -71.8% 28,997
Clear Street Group Inc. -66,828 -95.5% 3,114
VANGUARD PORTFOLIO MANAGEMENT LLC -65,380 -66.6% 32,792
GOLDMAN SACHS GROUP INC -60,770 -47.6% 66,865
DIMENSIONAL FUND ADVISORS LP -54,426 -20.4% 211,963
Bank of New York Mellon Corp -41,120 -59.8% 27,636
BRIDGEWAY CAPITAL MANAGEMENT, LLC -27,242 -18.1% 123,617
CHARLES SCHWAB INVESTMENT MANAGEMEN -24,085 -27.1% 64,854
SIMPLEX TRADING, LLC -21,785 -96.6% 765
Squarepoint Ops LLC -19,119 -54.9% 15,727
RENAISSANCE TECHNOLOGIES LLC -18,500 -4.2% 418,206
HOTCHKIS & WILEY CAPITAL MANAGEMENT -16,900 -4.4% 366,689
BANK OF AMERICA CORP /DE -10,434 -22.9% 35,203
RHUMBLINE ADVISERS -8,424 -57.9% 6,135

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms