Forrester Research Ownership | Who Owns Forrester Research?
Forrester Research Ownership Summary
Forrester Research is owned by 54.83% institutional investors, 39.90% insiders, and 5.27% retail investors. Royce & associates lp is the largest institutional shareholder, holding 12.88% of FORR shares. Royce Small-Cap Premier Quality is the top mutual fund, with 3.59% of its assets in Forrester Research shares.
FORR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Forrester Research | 54.83% | 39.90% | 5.27% |
| Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
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 |
| State street | 250.59K | 1.30% | $4.28M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 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 |
| Ballentine partners | 250.06K | 0.08% | $4.27M |
| Petrus trust company, lta | 43.32K | 0.07% | $739.94K |
| Auxier asset management | 19.39K | 0.05% | $331.15K |
| Cambiar investors | 73.95K | 0.05% | $1.26M |
| Quest partners | 17.04K | 0.04% | $291.06K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ballentine partners | 250.06K | 0.08% | 250.06K |
| 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 |
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 |
|---|---|---|---|---|
| Ballentine partners | 250.06K | 0.08% | 250.06K | $4.27M |
| Assenagon asset management | 58.28K | 0.00% | 58.28K | $995.47K |
| 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 |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Innealta capital | -5.00 |
| Massmutual trust co fsb/adv | -9.00 |
| Quarry lp | -63.00 |
| Benjamin f. edwards & company | -84.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 104 | -15.45% | 10,755,068 | -0.08% | 56 | 1.77% | 53 | - | 39 | -23.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Royce Small-Cap Premier Quality | 683.66K | 3.59% | -49.69K |
| Royce Premier Invmt | 683.66K | 3.59% | -49.69K |
| Royce Small-Cap Fund Invmt | 483.81K | 2.54% | 12.78K |
| FTF Royce US Smaller Companies W Acc | 430.62K | 2.27% | 20.30K |
| Royce Small-Cap Trust | 367.73K | 1.93% | 7.93K |
| Vanguard Total Stock Mkt Idx Inv | 360.30K | 1.90% | - |
| iShares Russell 2000 ETF | 313.49K | 1.65% | -700.00 |
| Meridian Small Cap Growth Legacy | 271.30K | 1.43% | - |
| ArrowMark Small Cap Gro | 271.30K | 1.42% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 211.53K | 1.11% | - |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools