DaveManuel.com · Institutional Ownership · Who Owns It
FORRESTER RESH INC (FORR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
98
Reporting holders
$96.9M
Reported value
60.5%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-4
Holder change
Institutions report 11,518,282 shares against 19,039,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC | $13.7M | 1,623,925 | 0.51% | 12q | +5.4%+$695.1K |
| Nantahala Capital Management, LLC | $12.8M | 1,526,892 | 0.21% | 2q | +119.9%+$7.0M |
| Tieton Capital Management, LLC | $6.4M | 757,476 | 1.83% | 3q | +35.5%+$1.7M |
| FIRST MANHATTAN CO. LLC. | $6.3M | 750,000 | 0.02% | 3q | HELD |
| Pacific Ridge Capital Partners, LLC | $5.9M | 705,344 | 1.08% | 8q | -0.8%-$46.3K |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.2M | 500,395 | 0.00% | 2q | +2.8%+$113.3K |
| ACADIAN ASSET MANAGEMENT LLC | $3.6M | 429,610 | 0.00% | 10q | +1.5%+$52.7K |
| RENAISSANCE TECHNOLOGIES LLC | $3.5M | 418,206 | 0.00% | 31q | -4.2%-$155.6K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.1M | 366,689 | 0.01% | 8q | -4.4%-$142.1K |
| AQR CAPITAL MANAGEMENT LLC | $3.0M | 357,665 | 0.00% | 5q | +92.4%+$1.4M |
| Quantinno Capital Management LP | $2.4M | 289,195 | 0.00% | 6q | +29.1%+$547.6K |
| BlackRock, Inc. | $2.3M | 270,105 | 0.00% | 8q | -70.2%-$5.4M |
| Ancora Advisors LLC | $2.3M | 269,891 | 0.04% | new | NEW |
| ArrowMark Colorado Holdings LLC | $1.9M | 231,808 | 0.08% | 31q | -51.0%-$2.0M |
| DIMENSIONAL FUND ADVISORS LP | $1.8M | 211,963 | 0.00% | 31q | -20.4%-$457.7K |
| SEI INVESTMENTS CO | $1.7M | 200,406 | 0.00% | 5q | -29.5%-$706.6K |
| Russell Investments Group, Ltd. | $1.7M | 199,012 | 0.00% | 4q | +4110.1%+$1.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.4M | 169,088 | 0.00% | 31q | -46.6%-$1.2M |
| JANE STREET GROUP, LLC | $1.4M | 168,333 | 0.00% | 2q | +95.0%+$689.5K |
| MORGAN STANLEY | $1.4M | 163,788 | 0.00% | 35q | +60.5%+$519.0K |
| TWO SIGMA INVESTMENTS, LP | $1.1M | 132,202 | 0.00% | 20q | +30.1%+$257.4K |
| Nierenberg Investment Management Company, LLC | $1.1M | 131,110 | 0.55% | 4q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.0M | 123,617 | 0.02% | 6q | -18.1%-$229.1K |
| KESTREL INVESTMENT MANAGEMENT CORP | $769.5K | 91,500 | 0.42% | 8q | HELD |
| Trexquant Investment LP | $646.9K | 76,916 | 0.00% | 10q | +128.8%+$364.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $627.0K | 74,551 | 0.00% | 2q | -80.8%-$2.6M |
| VANGUARD FIDUCIARY TRUST CO | $588.8K | 70,016 | 0.00% | 2q | -5.4%-$33.3K |
| Qube Research & Technologies Ltd | $580.2K | 68,992 | 0.00% | 10q | +243.0%+$411.0K |
| GOLDMAN SACHS GROUP INC | $562.3K | 66,865 | 0.00% | 31q | -47.6%-$511.1K |
| MARSHALL WACE, LLP | $554.9K | 65,977 | 0.00% | new | NEW |
| STATE STREET CORP | $548.4K | 65,213 | 0.00% | 31q | -74.8%-$1.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $545.4K | 64,854 | 0.00% | 31q | -27.1%-$202.6K |
| GSA CAPITAL PARTNERS LLP | $541.0K | 64,275 | 0.03% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $461.0K | 54,743 | 0.00% | 31q | +42.2%+$136.7K |
| FEDERATED HERMES, INC. | $438.3K | 52,118 | 0.00% | 15q | +38.0%+$120.8K |
| COOPER CREEK PARTNERS MANAGEMENT LLC | $393.0K | 46,779 | 0.01% | 28q | HELD |
| MILLENNIUM MANAGEMENT LLC | $368.0K | 43,759 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $337.3K | 40,105 | 0.00% | 8q | -7.5%-$27.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $324.4K | 38,578 | 0.00% | 2q | +62.4%+$124.6K |
| HSBC HOLDINGS PLC | $322.0K | 38,425 | 0.00% | 4q | -2.3%-$7.5K |
| BANK OF AMERICA CORP /DE/ | $296.1K | 35,203 | 0.00% | 31q | -22.9%-$87.7K |
| BARCLAYS PLC | $283.0K | 33,648 | 0.00% | 31q | -4.5%-$13.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $275.8K | 32,792 | 0.00% | 2q | -66.6%-$549.8K |
| NORTHERN TRUST CORP | $243.9K | 28,997 | 0.00% | 31q | -71.8%-$619.4K |
| Bank of New York Mellon Corp | $232.4K | 27,636 | 0.00% | 31q | -59.8%-$345.8K |
| IEQ CAPITAL, LLC | $227.4K | 27,040 | 0.00% | 4q | +65.5%+$90.0K |
| Vanguard Personalized Indexing Management, LLC | $226.2K | 26,893 | 0.00% | new | NEW |
| Aster Capital Management (DIFC) Ltd | $215.4K | 25,610 | 0.05% | new | NEW |
| XTX Topco Ltd | $199.0K | 23,659 | 0.00% | 2q | -9.8%-$21.7K |
| D. E. Shaw & Co., Inc. | $179.9K | 21,389 | 0.00% | 11q | -17.1%-$37.2K |
| Inscription Capital, LLC | $167.0K | 19,856 | 0.01% | 3q | +15.6%+$22.6K |
| Mariner, LLC | $156.2K | 18,571 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $136.4K | 13,642 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $132.3K | 15,727 | 0.00% | 5q | -54.9%-$160.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $131.8K | 15,672 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $130.7K | 15,536 | 0.00% | 31q | +23.3%+$24.7K |
| Invesco Ltd. | $111.1K | 13,211 | 0.00% | 31q | -35.9%-$62.2K |
| Focus Partners Wealth | $109.5K | 13,026 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $101.2K | 12,032 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $98.5K | 11,718 | 0.00% | 4q | HELD |
| Corient Private Wealth LP | $92.9K | 11,048 | 0.00% | new | NEW |
| Arax Advisory Partners | $84.8K | 10,079 | 0.00% | 5q | +541.2%+$71.5K |
| FMR LLC | $80.7K | 9,591 | 0.00% | 18q | +31.9%+$19.5K |
| Versant Capital Management, Inc | $70.3K | 8,360 | 0.01% | 7q | +63.2%+$27.2K |
| RHUMBLINE ADVISERS | $51.6K | 6,135 | 0.00% | 31q | -57.9%-$70.8K |
| Vanguard Global Advisers, LLC | $34.1K | 4,049 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $30.1K | 3,578 | 0.00% | 31q | -43.3%-$22.9K |
| Clear Street Group Inc. | $26.2K | 3,114 | 0.00% | 2q | -95.5%-$562.0K |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $25.2K | 3,000 | 0.02% | 3q | -40.0%-$16.8K |
| SIMPLEX TRADING, LLC | $19.0K incl. $12.6K options PUT | 765 | 0.00% | 2q | -96.6%-$542.4K |
| GAMMA Investing LLC | $12.7K | 1,507 | 0.00% | 6q | +39.0%+$3.6K |
| UBS Group AG | $7.4K | 884 | 0.00% | 31q | -67.2%-$15.2K |
| Allworth Financial LP | $5.7K | 675 | 0.00% | 5q | +212.5%+$3.9K |
| Essential Partners LLC | $5.5K | 651 | 0.00% | 5q | -44.8%-$4.4K |
| EverSource Wealth Advisors, LLC | $3.6K | 432 | 0.00% | 5q | +146.9%+$2.2K |
| OSAIC HOLDINGS, INC. | $2.5K | 293 | 0.00% | 23q | +193.0%+$1.6K |
| US BANCORP \DE\ | $2.3K | 275 | 0.00% | 31q | HELD |
| ROYAL BANK OF CANADA | $2.0K | 258 | 0.00% | 31q | -12.5% |
| JPMORGAN CHASE & CO | $1.8K | 217 | 0.00% | 31q | -95.6%-$39.3K |
| Physician Wealth Advisors, Inc. | $1.5K | 177 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $1.3K | 160 | 0.00% | 7q | +39.1% |
| Farther Finance Advisors, LLC | $1.3K | 152 | 0.00% | 2q | +157.6% |
| True Wealth Design, LLC | $1.2K | 140 | 0.00% | 7q | +300.0% |
| ROTHSCHILD INVESTMENT LLC | $1.1K | 128 | 0.00% | 4q | +433.3% |
| Fortitude Family Office, LLC | $1.0K | 123 | 0.00% | new | NEW |
| Rialto Wealth Management, LLC | $665 | 79 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $311 | 37 | 0.00% | 3q | +311.1% |
| WELLS FARGO & COMPANY/MN | $168 | 20 | 0.00% | 31q | -99.5%-$36.4K |
| Basecamp Wealth Advisors LLC | $168 | 20 | 0.00% | 2q | +25.0% |
| SJS Investment Consulting Inc. | $135 | 16 | 0.00% | 2q | +128.6% |
| Caitong International Asset Management Co., Ltd | $93 | 11 | 0.00% | 2q | +175.0% |
| Wealth Enhancement Trust Services, Inc. | $93 | 11 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $50 | 6 | 0.00% | new | NEW |
| Optiver Holding B.V. | $50 | 6 | 0.00% | 4q | -94.9% |
| Clearstead Advisors, LLC | $17 | 2 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $9 | 1 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $8 | 1 | 0.00% | 19q | HELD |
| Covestor Ltd | $0 | 37 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $561.4K | 48,998 | 2 | 2 | 6 | 0.0% |
| Q2 2026 | 98 | $96.9M | 11,518,282 | 19 | 34 | 36 | 0.0% |
| Q1 2026 | 102 | $68.1M | 11,350,006 | 16 | 39 | 28 | 5.6% |
| Q4 2025 | 108 | $84.3M | 9,879,766 | 17 | 31 | 42 | 4.8% |
| Q3 2025 | 109 | $98.4M | 9,280,634 | 15 | 50 | 26 | 0.0% |
| Q2 2025 | 103 | $93.1M | 9,401,677 | 22 | 34 | 30 | 0.0% |
| Q1 2025 | 93 | $87.8M | 9,487,082 | 16 | 26 | 31 | 0.0% |
| Q4 2024 | 98 | $157.9M | 10,075,658 | 10 | 28 | 40 | 0.0% |
| Q3 2024 | 105 | $186.0M | 10,330,885 | 14 | 31 | 39 | 0.0% |
| Q2 2024 | 106 | $181.5M | 10,625,438 | 23 | 44 | 31 | 0.0% |
| Q1 2024 | 107 | $230.1M | 10,668,647 | 30 | 28 | 34 | 0.0% |
| Q4 2023 | 104 | $290.7M | 10,842,314 | 4 | 39 | 39 | 0.0% |
| Q3 2023 | 105 | $304.7M | 10,543,423 | 10 | 28 | 47 | 0.0% |
| Q2 2023 | 104 | $312.9M | 10,755,068 | 13 | 37 | 36 | 0.0% |
| Q1 2023 | 121 | $348.9M | 10,770,748 | 13 | 37 | 51 | 0.1% |
| Q4 2022 | 127 | $380.5M | 10,625,767 | 11 | 55 | 44 | 0.1% |
| Q3 2022 | 120 | $405.3M | 11,256,005 | 6 | 54 | 36 | 0.0% |
| Q2 2022 | 127 | $537.5M | 11,236,110 | 15 | 45 | 47 | 0.0% |
| Q1 2022 | 129 | $826.7M | 14,653,311 | 8 | 47 | 52 | 0.0% |
| Q4 2021 | 132 | $1.3B | 22,882,157 | 21 | 49 | 33 | 0.0% |
| Q3 2021 | 116 | $863.5M | 17,535,098 | 22 | 36 | 32 | 0.0% |
| Q2 2021 | 101 | $665.4M | 14,529,008 | 9 | 34 | 37 | 0.0% |
| Q1 2021 | 96 | $1.2B | 27,224,437 | 8 | 30 | 37 | 0.0% |
| Q4 2020 | 99 | $613.4M | 14,638,425 | 14 | 28 | 31 | 0.0% |
| Q3 2020 | 90 | $475.9M | 14,511,439 | 6 | 29 | 33 | 0.0% |
| Q2 2020 | 94 | $1.0B | 32,171,532 | 10 | 29 | 34 | 0.0% |
| Q1 2020 | 98 | $593.8M | 20,301,282 | 6 | 33 | 38 | 0.0% |
| Q4 2019 | 111 | $759.4M | 18,118,111 | 13 | 39 | 39 | 0.5% |
| Q3 2019 | 112 | $579.3M | 17,944,710 | 13 | 47 | 30 | 0.5% |
| Q2 2019 | 125 | $887.3M | 18,853,320 | 14 | 46 | 38 | 0.1% |
| Q1 2019 | 129 | $684.5M | 14,177,709 | 20 | 44 | 31 | 0.0% |
| Q4 2018 | 121 | $641.9M | 14,362,393 | 3 | 1 | 3 | 0.0% |