Forrester Research, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | 11/06/2024 | 2.48 M | $44.61 M | -0.31% | 12.99% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.03 M | $18.63 M | 100.00% | 5.42% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2024 | 784,521 | $14.13 M | 3.54% | 4.12% |
| VANGUARD GROUP INC | 11/13/2024 | 692,477 | $12.47 M | 1.31% | 3.63% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 503,706 | $9.07 M | -4.76% | 2.64% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 491,103 | $8.84 M | 2.30% | 2.58% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 302,157 | $5.44 M | 30.89% | 1.58% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 288,561 | $5.20 M | -0.47% | 1.51% |
| BALLENTINE PARTNERS, LLC | 10/23/2024 | 254,399 | $4.58 M | 1.74% | 1.33% |
| STATE STREET CORP | 11/14/2024 | 253,181 | $4.56 M | 1.03% | 1.33% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 11/14/2024 | 206,599 | $3.72 M | -22.00% | 1.08% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 173,180 | $3.12 M | 100.00% | 0.91% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 156,303 | $2.82 M | 14.59% | 0.82% |
| CITADEL ADVISORS LLC | 11/14/2024 | 137,744 | $2.48 M | -32.77% | 0.72% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 136,634 | $2.46 M | -20.05% | 0.72% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/13/2024 | 129,540 | $2.33 M | 100.00% | 0.68% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 113,802 | $2.05 M | -6.27% | 0.60% |
| MORGAN STANLEY | 11/14/2024 | 108,661 | $1.96 M | -2.97% | 0.57% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 101,221 | $1.82 M | -11.22% | 0.53% |
| M&T BANK CORP | 11/19/2024 | 99,969 | $1.80 M | 29.86% | 0.52% |
| KESTREL INVESTMENT MANAGEMENT CORP | 11/12/2024 | 99,800 | $1.73 M | 100.00% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 96,308 | $1.73 M | 3.54% | 0.51% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 96,288 | $1.73 M | 31.20% | 0.51% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 84,603 | $1.52 M | -6.17% | 0.44% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 76,862 | $1.38 M | -71.99% | 0.40% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 76,189 | $1.37 M | 15.43% | 0.40% |
| CAMBIAR INVESTORS LLC | 10/28/2024 | 74,039 | $1.33 M | 0.11% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 63,096 | $1.14 M | -33.97% | 0.33% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 62,673 | $1.13 M | 32.13% | 0.33% |
| JANE STREET GROUP, LLC | 11/15/2024 | 59,669 | $1.07 M | -64.55% | 0.31% |
| NUMERAI GP LLC | 11/14/2024 | 55,593 | $1.00 M | 31.12% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 51,245 | $922,923 | -13.51% | 0.27% |
| AXA S.A. | 11/14/2024 | 50,590 | $911,126 | 7.63% | 0.27% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 50,006 | $900,608 | -21.67% | 0.26% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 11/13/2024 | 46,779 | $842,000 | 0.00% | 0.25% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 10/16/2024 | 45,320 | $816,213 | 100.00% | 0.24% |
| BARCLAYS PLC | 11/19/2024 | 44,090 | $794,000 | 71.08% | 0.23% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 38,073 | $685,695 | -10.93% | 0.20% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 35,116 | $632,439 | -13.55% | 0.18% |
| AUXIER ASSET MANAGEMENT | 11/14/2024 | 33,412 | $601,750 | 72.33% | 0.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 32,656 | $589,000 | 0.15% | 0.17% |
| SEI INVESTMENTS CO | 11/12/2024 | 31,170 | $561,360 | 24.08% | 0.16% |
| CREATIVE PLANNING | 10/11/2024 | 26,772 | $482,164 | 66.07% | 0.14% |
| ENGINEERS GATE MANAGER LP | 11/14/2024 | 26,744 | $481,659 | -13.10% | 0.14% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 25,143 | $452,825 | 100.00% | 0.13% |
| INVESCO LTD. | 11/12/2024 | 23,209 | $417,994 | -41.61% | 0.12% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 22,270 | $401,083 | 100.00% | 0.12% |
| HRT FINANCIAL LP | 11/12/2024 | 21,860 | $393,000 | -78.24% | 0.11% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 18,800 | $338,594 | -78.16% | 0.10% |
| RHUMBLINE ADVISERS | 11/12/2024 | 17,234 | $310,375 | -3.99% | 0.09% |
Forrester Research, Inc.institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Forrester Research, Inc.. The most heavily invested institutionals were:
ROYCE & ASSOCIATES LP: 2.48 M
BlackRock Funding, Inc. /DE: 1.03 M
ArrowMark Colorado Holdings LLC: 784,521
VANGUARD GROUP INC: 692,477
RENAISSANCE TECHNOLOGIES LLC: 503,706
DIMENSIONAL FUND ADVISORS LP: 491,103
54.16% of Forrester Research, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 13.21 M shares in the last 24 months. This purchase volume represents approximately $202.56 M in transactions.