SEC 13F Intelligence

FORRFORRESTER RESH INC

CUSIP 346563109 · Yahoo Finance ↗ · Google Finance ↗

Forrester Resh Inc (FORR) has 102 institutional holders in Filings Flow’s 13F database, together reporting 11.37M shares worth $59M as of Q1 2026. The largest reported holders are Portolan Capital Management, LLC, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
102
Q1 2026
Reported Value
$59M
Ticker
FORR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 94Q4 ’18Q1 ’19: 105Q2 ’19: 99Q2 ’19Q3 ’19: 90Q2 ’21: 90Q2 ’21Q4 ’21: 118Q4 ’22: 115Q4 ’22Q4 ’25: 107Q1 ’26: 102Q1 ’26Q2 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $9.5BQ4 ’18Q1 ’19: $9.6BQ2 ’19: $247MQ2 ’19Q3 ’19: $178MQ2 ’21: $697MQ2 ’21Q4 ’21: $2.7BQ4 ’22: $88MQ4 ’22Q4 ’25: $70MQ1 ’26: $59MQ1 ’26Q2 ’26: $108,259filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Pacific Ridge Capital Partners, LLC$462M AUM0.87%$4M710.8KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM0.46%$9M1.54MQ1 2026OLDER
Nierenberg Investment Management Company, LLC$201M AUM0.37%$742,083131.1KQ1 2026OLDER
KESTREL INVESTMENT MANAGEMENT CORP$167M AUM0.31%$517,89091.5KQ1 2026OLDER
HERALD INVESTMENT MANAGEMENT Ltd$718M AUM0.16%$1M150.0KQ4 2025OLDER
Nantahala Capital Management, LLC$2.7B AUM0.14%$4M694.4KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM0.10%$2M258.7KQ4 2025OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.07%$3M473.0KQ1 2026OLDER
Topline Capital Management, LLC$605M AUM0.05%$529,16465.2KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.05%$113,14413.9KQ4 2025OLDER
Petrus Trust Company, LTA$915M AUM0.03%$290,87527.4KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.03%$4M504.8KQ4 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.02%$284,00750.2KQ1 2026OLDER
ELKHORN PARTNERS LIMITED PARTNERSHIP$157M AUM0.02%$28,3005.0KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$853,862150.9KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.01%$4M750.0KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$1M106.4KQ3 2025OLDER
AUXIER ASSET MANAGEMENT LLC$696M AUM0.01%$74,01013.1KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.01%$97,18217.2KQ1 2026OLDER
Clear Street Group Inc.$24.6B AUM0.01%$2M389.8KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.01%$2M383.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$70,3088.4KQ2 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.01%$92,73011.4KQ4 2025OLDER
Ancora Advisors LLC$4.7B AUM0.01%$296,98936.6KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M229.9KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M436.7KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$158,51919.5KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$148,50726.2KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$151,67514.3KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M224.1KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$275,15433.9KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$146,45013.8KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M284.4KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$190,28933.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$124,52911.7KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$190,24917.9KQ3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$384,73447.4KQ4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$133,22516.4KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,792169Q3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M185.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$12,6741.5KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$575,062101.6KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$92,47316.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$971,53291.7KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$638,25860.2KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$14,1502.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$205,92619.4KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$213,68237.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$2M266.4KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$76277Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$241,71629.8KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$8,8981.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,072132Q4 2025OLDER
STRS OHIO$25.2B AUM0.00%$62,82611.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M389.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$197,22834.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$124,40211.7KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$134,49323.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$5,468966Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$18,4123.3KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,002177Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$52,8029.3KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$50948Q3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$113,85720.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$92,91011.4KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$804,48199.1KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$224,89339.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$2M316.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$418,71574.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$32,8864.0KQ4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$11320Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$5M907.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$146,09025.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$21,2742.6KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$127,63322.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$722,414127.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$5M659.1KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$503,39588.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$580,982102.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$389,15968.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$82,39714.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$3M486.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$488,69586.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$1M126.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$245,28843.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$19935Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$1M259.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$199,46435.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$143,07417.6KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$31,6625.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$71,31612.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$2,145379Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$26,5964.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$66,32411.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$9,6791.2KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,187112Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$990175Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$555,65498.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$26,7544.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$105,54218.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$21838.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$50990Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$258,30545.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$116,60220.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$35,6926.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$41,0527.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$651115Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$73169Q3 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$20937Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$22,9174.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$13624Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,223216Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$407Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$24,6094.3KQ2 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$509Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$234Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3,504619Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$1,081191Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$31859Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$6,3561.1KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$8515Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$15,2592.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$41,1437.3KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1,557275Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$27,6644.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$5,502972Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$566100Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$13624Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$346Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$668118Q2 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$172Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1,000295Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$61Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.