Institutionelle Investoren in FORRESTER RESEARCH, INC. (FORR)

Neutral Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Hinweis: Das Quartal Q3/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 14.11.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Zusätzlich aktuell von 41 Mutual Funds/ETFs gehalten (N-PORT). Sektor: Kommunikation & Medien • Branche: Werbung & Marktforschung.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Gesamt5.172.032 $+1.061.528 $
+40,5 %
96.652.987 $+27.961.795 $
+161,0 %
65.704.833 $-10.269.495 $
+39,1 %
83.728.965 $-19.698.363 $
-5,9 %
Portolan Capital Management, LLC13.657.209 $+4.933.587 $
+56,6 %
8.723.622 $+2.992.940 $
+52,2 %
5.730.682 $+283.639 $
+5,2 %
Nantahala Capital Management, LLC12.841.162 $+8.910.733 $
+226,7 %
3.930.429 $
BlackRock, Inc.2.271.582 $-2.864.171 $
-55,8 %
5.135.753 $-2.634.503 $
-33,9 %
7.770.256 $-2.329.690 $
-23,1 %
Tieton Capital Management, LLC6.370.000 $+3.206.000 $
+101,3 %
3.164.000 $-1.209.000 $
-27,6 %
4.373.000 $
FIRST MANHATTAN CO. LLC.6.307.500 $+2.062.500 $
+48,6 %
4.245.000 $+3.536.936 $
+499,5 %
708.064 $
Pacific Ridge Capital Partners, LLC5.931.943 $+1.908.549 $
+47,4 %
4.023.394 $-758.377 $
-15,9 %
4.781.771 $+199.158 $
+4,3 %
VANGUARD GROUP INC5.351.575 $-1.535.934 $
-22,3 %
ArrowMark Colorado Holdings LLC1.949.505 $-727.403 $
-27,2 %
2.676.908 $-1.840.589 $
-40,7 %
4.517.497 $-2.657.124 $
-37,0 %
VANGUARD CAPITAL MANAGEMENT LLC4.208.322 $+1.452.343 $
+52,7 %
2.755.979 $
Caption Management, LLC4.099.252 $
RENAISSANCE TECHNOLOGIES LLC3.517.112 $+1.045.356 $
+42,3 %
2.471.756 $-1.166.053 $
-32,1 %
3.637.809 $-1.287.015 $
-26,1 %
ACADIAN ASSET MANAGEMENT LLC3.609.000 $+1.216.000 $
+50,8 %
2.393.000 $-1.060.000 $
-30,7 %
3.453.000 $-484.000 $
-12,3 %
DIMENSIONAL FUND ADVISORS LP2.242.768 $+460.136 $
+25,8 %
1.782.632 $+274.826 $
+18,2 %
1.507.806 $-1.724.948 $
-53,4 %
3.232.754 $-1.810.582 $
-35,9 %
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC3.083.854 $+912.740 $
+42,0 %
2.171.114 $-664.707 $
-23,4 %
2.835.821 $-704.356 $
-19,9 %
AQR CAPITAL MANAGEMENT LLC3.007.962 $+1.955.643 $
+185,8 %
1.052.319 $+251.160 $
+31,3 %
801.159 $-512.625 $
-39,0 %
Quantinno Capital Management LP2.432.130 $+1.163.809 $
+91,8 %
1.268.321 $+262.992 $
+26,2 %
1.005.329 $+184.200 $
+22,4 %
GEODE CAPITAL MANAGEMENT, LLC1.422.325 $-370.880 $
-20,7 %
1.793.205 $-630.292 $
-26,0 %
2.423.497 $-678.792 $
-21,9 %
Ancora Advisors LLC2.269.783 $+1.972.794 $
+664,3 %
296.989 $-555.029 $
-65,1 %
Clear Street Group Inc.26.189 $-2.180.317 $
-98,8 %
2.206.506 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP626.974 $-1.576.204 $
-71,5 %
2.203.178 $+2.027.695 $
+1.155,5 %
Invenomic Capital Management LP2.100.912 $-703.986 $
-25,1 %
STATE STREET CORP548.441 $-917.895 $
-62,6 %
1.466.336 $-610.313 $
-29,4 %
2.076.649 $-594.201 $
-22,2 %
FEDERATED HERMES, INC.438.312 $+224.630 $
+105,1 %
213.682 $-1.715.337 $
-88,9 %
1.929.019 $-777.840 $
-28,7 %
Walleye Capital LLC1.866.707 $+888.126 $
+90,8 %
SEI INVESTMENTS CO1.685.429 $+75.576 $
+4,7 %
1.609.853 $+522.155 $
+48,0 %
1.087.698 $+980.412 $
+913,8 %
Russell Investments Group, Ltd.1.673.697 $+1.646.943 $
+6.155,9 %
26.754 $+17.336 $
+184,1 %
9.418 $-1.096 $
-10,4 %
JPMORGAN CHASE & CO1.827 $-25.837 $
-93,4 %
27.664 $-1.593.015 $
-98,3 %
1.620.679 $-1.296.567 $
-44,4 %
JANE STREET GROUP, LLC1.415.680 $+926.985 $
+189,7 %
488.695 $+225.794 $
+85,9 %
MORGAN STANLEY1.377.466 $+799.728 $
+138,4 %
577.738 $-452.656 $
-43,9 %
1.030.394 $-1.024.987 $
-49,9 %
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.039.619 $+185.757 $
+21,8 %
853.862 $-371.113 $
-30,3 %
1.224.975 $-331.730 $
-21,3 %
HERALD INVESTMENT MANAGEMENT Ltd1.216.500 $-372.000 $
-23,4 %
TWO SIGMA INVESTMENTS, LP1.111.819 $+536.757 $
+93,3 %
575.062 $-409.114 $
-41,6 %
984.176 $-584.878 $
-37,3 %
Nierenberg Investment Management Company, LLC1.102.635 $+360.552 $
+48,6 %
742.083 $+648.256 $
+690,9 %
93.827 $-28.656 $
-23,4 %
D. E. Shaw & Co., Inc.179.881 $+33.791 $
+23,1 %
146.090 $-847.181 $
-85,3 %
993.271 $-176.715 $
-15,1 %
KESTREL INVESTMENT MANAGEMENT CORP971.444 $+201.929 $
+26,2 %
769.515 $+251.625 $
+48,6 %
517.890 $-225.110 $
-30,3 %
743.000 $-265.000 $
-26,3 %
TWO SIGMA ADVISERS, LP859.932 $-640.000 $
-42,7 %
NORTHERN TRUST CORP243.865 $-337.117 $
-58,0 %
580.982 $-231.342 $
-28,5 %
812.324 $-299.235 $
-26,9 %
CITADEL ADVISORS LLC804.481 $+429.358 $
+114,5 %
CHARLES SCHWAB INVESTMENT MANAGEMENT INC545.422 $+42.027 $
+8,3 %
503.395 $-258.172 $
-33,9 %
761.567 $-249.535 $
-24,7 %
GOLDMAN SACHS GROUP INC562.335 $-160.079 $
-22,2 %
722.414 $+13.221 $
+1,9 %
709.193 $-155.703 $
-18,0 %
Trexquant Investment LP646.864 $+456.575 $
+239,9 %
190.289 $-267.947 $
-58,5 %
458.236 $+117.669 $
+34,6 %
HSBC HOLDINGS PLC322.002 $+97.109 $
+43,2 %
224.893 $-416.915 $
-65,0 %
641.808 $+203.255 $
+46,3 %
BANK OF AMERICA CORP /DE/296.057 $+37.752 $
+14,6 %
258.305 $-337.752 $
-56,7 %
596.057 $+34.554 $
+6,2 %
VANGUARD FIDUCIARY TRUST CO588.835 $+170.120 $
+40,6 %
418.715 $
Qube Research & Technologies Ltd580.223 $+466.366 $
+409,6 %
113.857 $-336.925 $
-74,7 %
450.782 $-363.266 $
-44,6 %
VANGUARD PORTFOLIO MANAGEMENT LLC275.781 $-279.873 $
-50,4 %
555.654 $
MARSHALL WACE, LLP554.867 $
GSA CAPITAL PARTNERS LLP541.000 $-329.000 $
-37,8 %
Topline Capital Management, LLC529.164 $
BARCLAYS PLC501.755 $+218.776 $
+77,3 %
282.979 $+83.515 $
+41,9 %
199.464 $-212.796 $
-51,6 %
412.260 $-107.765 $
-20,7 %
PRICE T ROWE ASSOCIATES INC /MD/461.000 $+243.000 $
+111,5 %
218.000 $+16.000 $
+7,9 %
202.000 $-233.000 $
-53,6 %
COOPER CREEK PARTNERS MANAGEMENT LLC393.000 $+128.000 $
+48,3 %
265.000 $-115.000 $
-30,3 %
380.000 $-116.000 $
-23,4 %
Assenagon Asset Management S.A.384.734 $-454.150 $
-54,1 %
AMERIPRISE FINANCIAL INC337.283 $+91.995 $
+37,5 %
245.288 $-124.684 $
-33,7 %
369.972 $-140.662 $
-27,5 %
MILLENNIUM MANAGEMENT LLC368.013 $-603.519 $
-62,1 %
MERCER GLOBAL ADVISORS INC /ADV324.441 $+189.948 $
+141,2 %
134.493 $
K2 PRINCIPAL FUND, L.P.284.007 $
MACKENZIE FINANCIAL CORP280.706 $
EXCHANGE TRADED CONCEPTS, LLC275.154 $
OPPENHEIMER ASSET MANAGEMENT INC.268.298 $+136.496 $
+103,6 %
131.802 $
Squarepoint Ops LLC132.264 $-64.964 $
-32,9 %
197.228 $-55.669 $
-22,0 %
252.897 $-48.069 $
-16,0 %
Point72 Asset Management, L.P.241.716 $
IEQ CAPITAL, LLC227.406 $+134.933 $
+145,9 %
92.473 $-9.384 $
-9,2 %
101.857 $-82.276 $
-44,7 %
Vanguard Personalized Indexing Management, LLC226.170 $+101.641 $
+81,6 %
Inscription Capital, LLC221.360 $+54.371 $
+32,6 %
166.989 $+69.807 $
+71,8 %
97.182 $+6.482 $
+7,1 %
90.700 $
Aster Capital Management (DIFC) Ltd215.380 $
XTX Topco Ltd198.972 $+50.465 $
+34,0 %
148.507 $
Corient Private Wealth LP92.916 $-92.904 $
-50,0 %
185.820 $
Daytona Street Capital LLC170.085 $
Jefferies Financial Group Inc.159.989 $
Graham Capital Management, L.P.158.519 $
Mariner, LLC156.183 $
Nuveen, LLC105.542 $-44.726 $
-29,8 %
150.268 $-45.895 $
-23,4 %
Invesco Ltd.111.105 $-5.497 $
-4,7 %
116.602 $-27.730 $
-19,2 %
144.332 $-34.151 $
-19,1 %
Nicht ausgewiesen143.074 $+0 $
+0,0 %
143.074 $-43.698 $
-23,4 %
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC136.420 $
JACOBS LEVY EQUITY MANAGEMENT, INC133.225 $-124.503 $
-48,3 %
PNC FINANCIAL SERVICES GROUP, INC.42.863 $-87.794 $
-67,2 %
130.657 $+59.341 $
+83,2 %
71.316 $-34.057 $
-32,3 %
105.373 $-27.562 $
-20,7 %
SIMPLEX TRADING, LLC1.058 $-5.375 $
-83,6 %
6.433 $-121.200 $
-95,0 %
127.633 $
RHUMBLINE ADVISERS51.594 $-30.803 $
-37,4 %
82.397 $-39.828 $
-32,6 %
122.225 $-62.877 $
-34,0 %
Savant Capital, LLC120.764 $
OXFORD ASSET MANAGEMENT LLP113.144 $
AUXIER ASSET MANAGEMENT LLC74.010 $-38.663 $
-34,3 %
112.673 $-160.023 $
-58,7 %
Focus Partners Wealth109.548 $
BNP PARIBAS FINANCIAL MARKETS30.091 $-5.601 $
-15,7 %
35.692 $-73.473 $
-67,3 %
109.165 $+43.551 $
+66,4 %
WELLS FARGO & COMPANY/MN168 $-24.441 $
-99,3 %
24.609 $-79.668 $
-76,4 %
104.277 $+11.167 $
+12,0 %
Steward Partners Investment Advisory, LLC101.185 $
AMERICAN CENTURY COMPANIES INC98.548 $+32.224 $
+48,6 %
66.324 $-28.826 $
-30,3 %
95.150 $-17.496 $
-15,5 %
Versant Capital Management, Inc96.224 $+25.916 $
+36,9 %
70.308 $+41.312 $
+142,5 %
28.996 $-7.041 $
-19,5 %
36.037 $-12.893 $
-26,3 %
OCCUDO QUANTITATIVE STRATEGIES LP92.730 $
STRS OHIO62.826 $-27.306 $
-30,3 %
90.132 $
Arax Advisory Partners84.764 $+75.866 $
+852,6 %
8.898 $+7.891 $
+783,6 %
1.007 $-77.072 $
-98,7 %
FMR LLC80.660 $+39.517 $
+96,0 %
41.143 $+7.835 $
+23,5 %
33.308 $-23.318 $
-41,2 %
CITIGROUP INC63.293 $+56.937 $
+895,8 %
6.356 $-51.767 $
-89,1 %
58.123 $+52.557 $
+944,3 %
DEUTSCHE BANK AG\41.052 $-17.842 $
-30,3 %
58.894 $-207.961 $
-77,9 %
CWM, LLC52.802 $+8.802 $
+20,0 %
44.000 $-46.000 $
-51,1 %
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31.662 $-12.657 $
-28,6 %
44.319 $-15.613 $
-26,1 %
NEW YORK STATE COMMON RETIREMENT FUND26.596 $-11.560 $
-30,3 %
38.156 $-11.653 $
-23,4 %
Vanguard Global Advisers, LLC34.052 $+11.135 $
+48,6 %
22.917 $
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO32.886 $-10.044 $
-23,4 %
GAMMA Investing LLC17.346 $+4.672 $
+36,9 %
12.674 $+6.539 $
+106,6 %
6.135 $-23.820 $
-79,5 %
29.955 $-2.545 $
-7,8 %
ELKHORN PARTNERS LIMITED PARTNERSHIP25.230 $-3.070 $
-10,8 %
28.300 $+3.940 $
+16,2 %
24.360 $
Police & Firemen's Retirement System of New Jersey18.412 $-8.002 $
-30,3 %
26.414 $-8.068 $
-23,4 %
Kestra Advisory Services, LLC21.274 $
UBS Group AG7.434 $-7.825 $
-51,3 %
15.259 $+4.516 $
+42,0 %
10.743 $-49.083 $
-82,0 %
Tower Research Capital LLC (TRC)14.150 $+1.280 $
+9,9 %
12.870 $+659 $
+5,4 %
ROYAL BANK OF CANADA2.000 $+1.000 $
+100,0 %
1.000 $-10.000 $
-90,9 %
11.000 $-513.000 $
-97,9 %
NISA INVESTMENT ADVISORS, LLC69 $+19 $
+38,0 %
50 $-9.629 $
-99,5 %
9.679 $-4.387 $
-31,2 %
Legal & General Group Plc5.502 $-2.391 $
-30,3 %
7.893 $-2.410 $
-23,4 %
Ameritas Investment Partners, Inc.5.468 $-2.376 $
-30,3 %
7.844 $-2.396 $
-23,4 %
Essential Partners LLC4.316 $-1.159 $
-21,2 %
5.475 $-1.204 $
-18,0 %
6.679 $+3.228 $
+93,5 %
3.451 $-5.962 $
-63,3 %
Sterling Capital Management LLC2.145 $-4.270 $
-66,6 %
6.415 $-1.959 $
-23,4 %
Allworth Financial LP5.677 $+4.454 $
+364,2 %
1.223 $+1.093 $
+840,8 %
130 $-644 $
-83,2 %
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM3.504 $-2.172 $
-38,3 %
5.676 $-1.882 $
-24,9 %
EverSource Wealth Advisors, LLC1.381 $-2.252 $
-62,0 %
3.633 $+2.643 $
+267,0 %
990 $+105 $
+11,9 %
885 $-1.680 $
-65,5 %
US BANCORP \DE\3.165 $+852 $
+36,8 %
2.313 $+756 $
+48,6 %
1.557 $-676 $
-30,3 %
2.233 $-682 $
-23,4 %
AMALGAMATED BANK3.000 $-1.000 $
-25,0 %
OSAIC HOLDINGS, INC.2.463 $+1.897 $
+335,2 %
566 $-246 $
-30,3 %
812 $-162 $
-16,6 %
Physician Wealth Advisors, Inc.2.038 $+549 $
+36,9 %
1.489 $+487 $
+48,6 %
1.002 $
Nicht ausgewiesen50 $-618 $
-92,5 %
668 $-1.005 $
-60,1 %
1.673 $-511 $
-23,4 %
BARROW HANLEY MEWHINNEY & STRAUSS LLC1.081 $-470 $
-30,3 %
1.551 $-474 $
-23,4 %
IFP Advisors, Inc587 $-759 $
-56,4 %
1.346 $+695 $
+106,8 %
651 $-210 $
-24,4 %
861 $-528 $
-38,0 %
Farther Finance Advisors, LLC288 $-991 $
-77,5 %
1.279 $+961 $
+302,2 %
318 $
Fortitude Family Office, LLC1.197 $+163 $
+15,8 %
1.034 $-38 $
-3,5 %
1.072 $-1.080 $
-50,2 %
True Wealth Design, LLC346 $-832 $
-70,6 %
1.178 $+979 $
+492,0 %
199 $+150 $
+306,1 %
49 $-1.170 $
-96,0 %
ROTHSCHILD INVESTMENT LLC1.076 $+940 $
+691,2 %
136 $+87 $
+177,6 %
49 $-25 $
-33,8 %
HARBOR CAPITAL ADVISORS, INC.1.000 $-1.000 $
-50,0 %
Rialto Wealth Management, LLC665 $+156 $
+30,6 %
Root Financial Partners, LLC426 $-83 $
-16,3 %
509 $+265 $
+108,6 %
244 $
Transamerica Financial Advisors, LLC311 $+261 $
+522,0 %
50 $-15 $
-23,1 %
65 $
Sunbelt Securities, Inc.209 $-35 $
-14,3 %
244 $+32 $
+15,1 %
Basecamp Wealth Advisors LLC168 $+77 $
+84,6 %
91 $
Caitong International Asset Management Co., Ltd138 $+45 $
+48,4 %
93 $+70 $
+304,3 %
23 $
MAI Capital Management136 $+111 $
+444,0 %
25 $
SJS Investment Consulting Inc.47 $-88 $
-65,2 %
135 $+95 $
+237,5 %
40 $
SBI Securities Co., Ltd.85 $-37 $
-30,3 %
122 $-37 $
-23,3 %
Wealth Preservation Advisors, LLC113 $
Wealth Enhancement Trust Services, Inc.93 $
Provenance Wealth Advisors, LLC81 $
Advisory Services Network, LLC34 $
Clearstead Advisors, LLC17 $+0 $
+0,0 %
17 $-789 $
-97,9 %
JPL Wealth Management, LLC9 $
HUNTINGTON NATIONAL BANK8 $+2 $
+33,3 %
6 $-2 $
-25,0 %
8 $-3 $
-27,3 %
Covestor Ltd0 $+0 $0 $+0 $0 $+0 $
Avion Wealth0 $-2.000 $
-100,0 %
Gesamt5.172.032 $+1.061.528 $
+40,5 %
96.652.987 $+27.961.795 $
+161,0 %
65.704.833 $-10.269.495 $
+39,1 %
83.728.965 $-19.698.363 $
-5,9 %
Erweitert ×