Forrester Research Ownership | Who Owns Forrester Research?
Forrester Research Ownership Summary
Forrester Research is owned by 52.67% institutional investors, 40.14% insiders, and 7.19% retail investors. Royce & associates lp is the largest institutional shareholder, holding 13.04% 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 | 52.67% | 40.14% | 7.19% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Royce & associates lp | 2.49M | 13.04% | $38.97M |
| Blackrock funding, inc. /de | 946.24K | 4.96% | $14.83M |
| Blackrock | 933.57K | 4.84% | $15.95M |
| Arrowmark colorado | 746.09K | 3.91% | $11.69M |
| Vanguard group | 645.75K | 3.39% | $10.12M |
| Renaissance | 479.81K | 2.52% | $7.52M |
| Dimensional fund advisors lp | 477.16K | 2.50% | $7.48M |
| Acadian asset management | 356.38K | 1.87% | $5.58M |
| Geode capital management | 291.86K | 1.53% | $4.57M |
| Portolan capital management | 251.47K | 1.32% | $3.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kestrel investment management | 99.80K | 0.86% | $1.56M |
| Pacific ridge capital partners | 181.16K | 0.65% | $2.84M |
| Summerhaven investment management | 45.32K | 0.44% | $710.16K |
| Royce & associates lp | 2.49M | 0.36% | $38.97M |
| Portolan capital management | 251.47K | 0.27% | $3.94M |
| Arrowmark colorado | 746.09K | 0.16% | $11.69M |
| Invenomic capital management lp | 161.59K | 0.12% | $2.53M |
| Total clarity wealth management | 13.32K | 0.07% | $208.80K |
| Ballentine partners | 250.56K | 0.07% | $3.93M |
| Gsa capital partners llp | 48.23K | 0.06% | $756.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invenomic capital management lp | 161.59K | 0.12% | 161.59K |
| Jpmorgan chase | 108.20K | 0.00% | 102.98K |
| Acadian asset management | 356.38K | 0.02% | 54.23K |
| Pacific ridge capital partners | 181.16K | 0.65% | 51.62K |
| Citadel advisors | 204.87K | 0.00% | 47.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kent lake capital | - | - | -532.15K |
| Wellington management group llp | - | - | -136.63K |
| Blackrock funding, inc. /de | 946.24K | 0.00% | -87.98K |
| American capital management | - | - | -79.95K |
| Morgan stanley | 111.99K | 0.00% | -69.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invenomic capital management lp | 161.59K | 0.12% | 161.59K | $2.53M |
| Susquehanna group, llp | 18.20K | 0.00% | 18.20K | $310.89K |
| Exoduspoint capital management, lp | 16.87K | 0.00% | 16.87K | $264.00K |
| Versant capital management | 410.00 | 0.00% | 410.00 | $6.42K |
| Wealthcollab | 107.00 | 0.00% | 107.00 | $1.68K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Innealta capital | -5.00 |
| Smartleaf asset management | -10.00 |
| Massmutual trust co fsb/adv | -14.00 |
| Rothschild investment | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 97 | -7.62% | 10,042,275 | -2.74% | 52 | 1.80% | 43 | -15.69% | 41 | - |
| 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% |
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 Premier Invmt | 472.01K | 2.48% | -211.65K |
| Royce Small-Cap Premier Quality | 472.01K | 2.48% | -211.65K |
| Royce Small-Cap Trust | 416.11K | 2.19% | 48.38K |
| Vanguard Total Stock Mkt Idx Inv | 360.30K | 1.91% | - |
| Vanguard US Total Market Shares ETF | 360.30K | 1.90% | - |
| iShares Russell 2000 ETF | 319.54K | 1.68% | -2.75K |
| ArrowMark Small Cap Gro | 280.96K | 1.48% | 19.82K |
| Meridian Small Cap Growth Legacy | 261.15K | 1.37% | -10.15K |
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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | - |
FORR Ownership FAQ
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