Forrester Research Ownership | Who Owns Forrester Research?
Forrester Research Ownership Summary
Forrester Research is owned by 54.16% institutional investors, 40.13% insiders, and 5.71% retail investors. Royce & associates lp is the largest institutional shareholder, holding 12.88% of FORR shares. FTF Royce US Smaller Companies W Acc is the top mutual fund, with 2.69% of its assets in Forrester Research shares.
FORR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Forrester Research | 54.16% | 40.13% | 5.71% |
| Sector | Industrials Stocks | 64.11% | 10.54% | 25.36% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Royce & associates lp | 2.48M | 12.88% | $42.44M |
| Blackrock | 933.57K | 4.84% | $15.95M |
| Arrowmark colorado | 757.71K | 3.93% | $12.94M |
| Vanguard group | 683.54K | 3.54% | $11.67M |
| Renaissance | 528.91K | 2.74% | $9.03M |
| Dimensional fund advisors lp | 480.04K | 2.49% | $8.20M |
| Geode capital management | 289.92K | 1.50% | $4.95M |
| Millennium management | 274.44K | 1.42% | $4.69M |
| Portolan capital management | 264.88K | 1.37% | $4.52M |
| Ballentine partners | 250.56K | 1.31% | $3.93M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Summerhaven investment management | 45.32K | 0.44% | $710.16K |
| Royce & associates lp | 2.48M | 0.40% | $42.44M |
| Portolan capital management | 264.88K | 0.37% | $4.52M |
| Numerai gp | 42.40K | 0.26% | $724.17K |
| Arrowmark colorado | 757.71K | 0.15% | $12.94M |
| Gsa capital partners llp | 73.39K | 0.09% | $1.25M |
| Petrus trust company, lta | 43.32K | 0.07% | $739.94K |
| Total clarity wealth management | 13.32K | 0.07% | $208.80K |
| Ballentine partners | 250.56K | 0.07% | $3.93M |
| Auxier asset management | 19.39K | 0.05% | $331.15K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | 2.48M | 0.40% | 231.12K |
| Acadian asset management | 230.85K | 0.01% | 193.12K |
| Millennium management | 274.44K | 0.00% | 157.51K |
| Goldman sachs group | 121.41K | 0.00% | 90.73K |
| Two sigma advisers, lp | 136.40K | 0.01% | 82.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kent lake capital | - | - | -532.15K |
| Vanguard group | 683.54K | 0.00% | -274.11K |
| Portolan capital management | 264.88K | 0.37% | -130.76K |
| American capital management | - | - | -79.95K |
| Morgan stanley | 111.99K | 0.00% | -69.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Axa | 47.00K | 0.00% | 47.00K | $802.81K |
| Petrus trust company, lta | 43.32K | 0.07% | 43.32K | $739.94K |
| Walleye capital | 42.74K | 0.00% | 42.74K | $730.05K |
| Tudor investment corp et al | 30.09K | 0.00% | 30.09K | $513.99K |
| Squarepoint ops | 28.31K | 0.00% | 28.31K | $483.47K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Innealta capital | -5.00 |
| Massmutual trust co fsb/adv | -14.00 |
| Allworth financial lp | -17.00 |
| Cornerstone planning group | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 105 | -0.94% | 10,325,657 | -2.34% | 54 | 1.77% | 51 | -26.09% | 41 | 32.26% |
| Jun 30, 2024 | 105 | -1.87% | 10,573,099 | 3.12% | 54 | 1.94% | 69 | 15.00% | 30 | -14.29% |
| Mar 31, 2024 | 107 | 2.88% | 10,252,867 | -3.77% | 53 | 1.73% | 60 | 27.66% | 35 | -18.60% |
| Dec 31, 2023 | 104 | -2.80% | 10,654,810 | 0.88% | 55 | 1.83% | 47 | 20.51% | 43 | -14.00% |
| Sep 30, 2023 | 107 | 2.88% | 10,562,256 | -1.79% | 55 | 1.75% | 39 | -26.42% | 50 | 28.21% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FTF Royce US Smaller Companies W Acc | 511.85K | 2.69% | 81.23K |
| Royce Small-Cap Fund Invmt | 501.53K | 2.64% | 17.72K |
| Royce Small-Cap Premier Quality | 472.01K | 2.48% | -211.65K |
| Royce Premier Invmt | 472.01K | 2.48% | -211.65K |
| Royce Small-Cap Trust | 416.11K | 2.19% | 48.38K |
| Vanguard Total Stock Mkt Idx Inv | 360.30K | 1.90% | - |
| iShares Russell 2000 ETF | 331.79K | 1.75% | -50.00 |
| Meridian Small Cap Growth Legacy | 271.30K | 1.43% | - |
| ArrowMark Small Cap Gro | 261.15K | 1.37% | -10.15K |
| Royce Micro Cap Trust | 225.45K | 1.19% | 36.62K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 05, 2024 | Facemire Michael | Chief Technology Officer | Sell | $13.49K |
| Aug 05, 2024 | Darrah Ryan | Chief Legal Officer | Sell | $71.14K |
| Aug 02, 2024 | Darrah Ryan | Chief Legal Officer | Sell | $14.51K |
| Feb 13, 2024 | Galford Robert | - | Sell | $269.54K |
| Aug 07, 2023 | Peltzman Steven P. | CBTO | Sell | $38.46K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
FORR Ownership FAQ
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