Forrester Research, Inc.· FORR

🇺🇸 US · MicroBroad USNASDAQ

Industrials Consulting Services Website

Price: $11.75
Day: +3.62%
Mkt Cap: $228.09M
52W Range: $4.88 – $12.75
Volume: 135.5K
Beta: 0.94

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.8 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 99 institutions hold; 54 added, 36 reduced
Insiders Q3 2026: no purchases, 3 sales ($198.9K)

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Forrester Research, Inc.

FORR|Industrials|Consulting Services

Current price: $12

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

N/A

insufficient history to compare

Seller breadth · Q3 2026

3 sellers

in Q3 2026

Institutional net breadth · Q2 2026

+15

74 adding vs 59 reducing

Institutional ownership · Q2 2026

55.8%

99 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

CLEAR STREET GROUP INC.

3.1K

-95.5%

PORTOLAN CAPITAL MANAGEMENT, LLC

1.6M

+3.6%

NANTAHALA CAPITAL MANAGEMENT, LLC

763.4K

+9.9%

NANTAHALA CAPITAL MANAGEMENT, LLC

763.4K

+8.1%

TIETON CAPITAL MANAGEMENT, LLC

757.5K

+33.2%

FIRST MANHATTAN CO. LLC.

750.0K

-1.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

118

18 buying118 unchanged16 selling

152 funds held FORR in Q2 2026, holding 4.8M shares between them, down 9.9% on the quarter.

Largest fund holders

Series Portfolios Trust214.0K sh

ETF Series Solutions33.9K sh

SPDR SERIES TRUST9.8K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 20

Finn Leo Christian

$82.4K

Sale · Aug 20

Darrah Ryan

$58.9K

Sale · Aug 13

Johnson Carrie

$57.5K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore FORR on stockoscope.com→

Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

FORR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-9

Institutional Flow

50% weight

-12

Fund Flow

10% weight

Overall Smart Money sentiment of 2.8/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for FORR

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

3 sales totaling $198.9K (17.0K shares)

Limited history to compare against

3 different insiders sold this quarter

Sell-only pattern: no insider purchases across 15 quarters

Net insider flow has improved over recent quarters

N/A

Selling pace

insufficient history to compare

7.04%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

in Q3 2026

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, FORR

Top 3 highest-value insider trades from the last 8 quarters

Finn Leo Christian

CFO

Sell

7,000 shares at $11.78

≈16.9% of their stake at the time

Aug 20, 2026$82.43K

Darrah Ryan

General Counsel

Sell

5,000 shares at $11.78

≈15.5% of their stake at the time

Aug 20, 2026$58.88K

Johnson Carrie

Chief Product Officer

Sell

5,000 shares at $11.51

≈12.4% of their stake at the time

Aug 13, 2026$57.55K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for FORR

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

55.8% institutional ownership

Slight accumulation: 74 adding vs 59 reducing

13F shares decreased by 4.9%, a notable change

Momentum weakening from prior quarter

+15

Net breadth

74 adding vs 59 reducing

Accumulating

1.25

Add / reduce ratio

in Q2 2026

-3

New − closed

20 initiated, 23 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+74 growing-59 shrinkingNet: +15

New (20)

Increased (54)

Reduced (36)

Closed (23)

Top Institutional Holders, FORR

Largest 8 institutional positions by ownership percentage as of Q2 2026

PORTOLAN CAPITAL MANAGEMENT, LLC

1.6M

$13.7M

Ownership

8.37%

+3.6%

NANTAHALA CAPITAL MANAGEMENT, LLC

763.4K

$6.4M

Ownership

4.00%

+9.9%

NANTAHALA CAPITAL MANAGEMENT, LLC

763.4K

$6.4M

Ownership

3.93%

+8.1%

TIETON CAPITAL MANAGEMENT, LLC

757.5K

$6.4M

Ownership

3.90%

+33.2%

FIRST MANHATTAN CO. LLC.

750.0K

$6.3M

Ownership

3.87%

-1.7%

PACIFIC RIDGE CAPITAL PARTNERS, LLC

705.3K

$5.9M

Ownership

3.64%

-2.5%

VANGUARD CAPITAL MANAGEMENT LLC

500.4K

$4.2M

Ownership

2.58%

+1.0%

ACADIAN ASSET MANAGEMENT LLC

429.6K

$3.6M

Ownership

2.21%

-0.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 152 ETFs and mutual funds reporting

18 buying16 sellingNet: +2

118

Buying (18)

Unchanged (118)

Selling (16)

In total, funds bought 190.6K shares and sold 665.3K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

152 ETFs and mutual funds reporting

18 buying vs 16 selling (balanced)

Top Fund Holders, FORR

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

Series Portfolios Trust

214.0K

Weight

—

Jul 31, 2026No change

ETF Series Solutions

33.9K

Weight

—

Jul 31, 2026No change

SPDR SERIES TRUST

9.8K

Weight

0.05%

Jul 31, 2026No change

GPS Funds I

2.7K

Weight

0.08%

Jun 30, 2026No change

EQ ADVISORS TRUST

2.7K

Weight

0.00%

Jun 30, 2026Decreased

FIDELITY COVINGTON TRUST

2.6K

Weight

0.01%

Jun 30, 2026No change

NATIONWIDE VARIABLE INSURANCE TRUST

2.4K

Weight

0.00%

Jun 30, 2026No change

SA FUNDS INVESTMENT TRUST

2.4K

Weight

0.02%

Jun 30, 2026No change

Forrester Research, Inc.· FORR

Holdings Analysis

Insider Trading Activity

1.3Transaction History27Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings91Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History27Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings91Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights