Forrester Research, Inc.: which funds bought and sold

Institutions that bought and sold Forrester Research shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 53 institutions that filed 13F reports for both quarters added to or opened positions in Forrester Research, and 56 cut or closed them. Together they added a net 179K shares, +1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.2M shares (+34.9%); index fund managers were net sellers of 1.1M shares (−47.4%). 19 opened a new position and 21 sold out entirely.

Bought, Q2 2026 53 institutions, 19 of them new holders Sold, Q2 2026 56 institutions, 21 of them sold out

Net change, all compared +179K shares (+1.6%)

Net change, active managers +1.2M shares (+34.9%), 11 bought, 7 sold

Buyers versus sellers

institutions compared, 119

53 bought 10 56 sold

Active managers and hedge funds 11 bought · 7 sold · +1.2M

Index fund managers 2 bought · 8 sold · −1.1M

Other institutions 40 bought · 41 sold · +121K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+832K +119.9%	1.5M	$12.8M
Ancora Advisors LLC	+270K New position	270K	$2.3M
Tieton Capital Management, LLC	+198K +35.5%	757K	$6.4M
Russell Investments Group, Ltd.	+194K +4110.1%	199K	$1.7M
AQR Capital Management LLC Hedge fund	+172K +92.4%	358K	$3M
Portolan Capital Management, LLC	+83K +5.4%	1.6M	$13.7M
Jane Street Group, LLC	+82K +95.0%	168K	$1.4M
Marshall Wace, LLP Hedge fund	+66K New position	66K	$554,867
Quantinno Capital Management LP	+65K +29.1%	289K	$2.4M
Gsa Capital Partners LLP	+64K New position	64K	$541,000
Morgan Stanley	+62K +60.5%	164K	$1.4M
Qube Research & Technologies Ltd Hedge fund	+49K +243.0%	69K	$580,223
Millennium Management LLC Hedge fund	+44K New position	44K	$368,013
Trexquant Investment LP Hedge fund	+43K +128.8%	77K	$646,864
Two Sigma Investments, LP Hedge fund	+31K +30.1%	132K	$1.1M
Vanguard Personalized Indexing Management, LLC Index funds	+27K New position	27K	$226,170
Aster Capital Management (Difc) Ltd	+26K New position	26K	$215,380
Mariner, LLC	+19K New position	19K	$156,183
Price T Rowe Associates Inc Active manager	+16K +42.2%	55K	$461,000
Oppenheimer Asset Management Inc.	+16K New position	16K	$131,802

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+832K +119.9%	1.5M	$12.8M
AQR Capital Management LLC Hedge fund	+172K +92.4%	358K	$3M
Marshall Wace, LLP Hedge fund	+66K New position	66K	$554,867
Qube Research & Technologies Ltd Hedge fund	+49K +243.0%	69K	$580,223
Millennium Management LLC Hedge fund	+44K New position	44K	$368,013
Trexquant Investment LP Hedge fund	+43K +128.8%	77K	$646,864
Two Sigma Investments, LP Hedge fund	+31K +30.1%	132K	$1.1M
Price T Rowe Associates Inc Active manager	+16K +42.2%	55K	$461,000
Federated Hermes, Inc. Active manager	+14K +38.0%	52K	$438,312
Acadian Asset Management LLC Active manager	+6,272 +1.5%	430K	$3.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−637K −70.2%	270K	$2.3M
Susquehanna International Group, LLP	−315K −80.8%	75K	$626,974
Arrowmark Colorado Holdings LLC	−241K −51.0%	232K	$1.9M
State Street Corp Index funds	−194K −74.8%	65K	$548,441
Geode Capital Management, LLC Index funds	−148K −46.6%	169K	$1.4M
Sei Investments Co	−84K −29.5%	200K	$1.7M
Northern Trust Corp Index funds	−74K −71.8%	29K	$243,865
Clear Street Group Inc.	−67K −95.5%	3,114	$26,189
Vanguard Portfolio Management LLC Index funds	−65K −66.6%	33K	$275,781
Goldman Sachs Group Inc	−61K −47.6%	67K	$562,335
Dimensional Fund Advisors LP	−54K −20.4%	212K	$1.8M
K2 Principal Fund, L.P.	−50K Sold out	0	—
Bank Of New York Mellon Corp	−41K −59.8%	28K	$232,419
Bridgeway Capital Management, LLC Active manager	−27K −18.1%	124K	$1M
Charles Schwab Investment Management Inc Index funds	−24K −27.1%	65K	$545,422
Simplex Trading, LLC	−22K −96.6%	765	$6,433
Squarepoint Ops LLC Hedge fund	−19K −54.9%	16K	$132,264
Nuveen, LLC	−19K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−19K −4.2%	418K	$3.5M
Alliancebernstein L.P. Active manager	−18K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Bridgeway Capital Management, LLC Active manager	−27K −18.1%	124K	$1M
Squarepoint Ops LLC Hedge fund	−19K −54.9%	16K	$132,264
Renaissance Technologies LLC Hedge fund	−19K −4.2%	418K	$3.5M
Alliancebernstein L.P. Active manager	−18K Sold out	0	—
Hotchkis & Wiley Capital Management LLC Active manager	−17K −4.4%	367K	$3.1M
D. E. Shaw & Co., Inc. Hedge fund	−4,422 −17.1%	21K	$179,881
Barrow Hanley Mewhinney & Strauss LLC Active manager	−191 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Ancora Advisors LLC	270K	$2.3M
Marshall Wace, LLPHedge fund	66K	$554,867
Gsa Capital Partners LLP	64K	$541,000
Millennium Management LLCHedge fund	44K	$368,013
Vanguard Personalized Indexing Management, LLCIndex funds	27K	$226,170
Aster Capital Management (Difc) Ltd	26K	$215,380
Mariner, LLC	19K	$156,183
Wealth Enhancement Advisory Services, LLC	14K	$136,420
Oppenheimer Asset Management Inc.	16K	$131,802
Focus Partners Wealth	13K	$109,548

Sold out

largest by value

Institution	Shares	Value March 31, 2026
K2 Principal Fund, L.P.	50K	$284,007
Alliancebernstein L.P.Active manager	18K	$143,074
Nuveen, LLC	19K	$105,542
Auxier Asset Management LLC	13K	$74,010
Strs Ohio	11K	$62,826
Deutsche Bank Ag\	7,253	$41,052
Mirae Asset Global Etfs Holdings Ltd.	5,594	$31,662
New York State Common Retirement Fund	4,699	$26,596
Police & Firemen'S Retirement System Of New Jersey	3,253	$18,412
Tower Research Capital LLC (TRC)	2,500	$14,150

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 98
Ten largest holders: 64.6%
Index fund managers: 10.7%
Active managers and hedge funds: 39.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	11	7	2	2	+1.2M	+34.9%
Index fund managers	2	8	1	0	−1.1M	−47.4%
Other institutions	40	41	16	19	+121K	+2.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Forrester Research.

Only managers that filed a holdings report for both quarters are compared (119 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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