FORR
FORRESTER RESEARCH, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $18 | $6.65 | -63% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $18 | $6.65 | -63% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $18 | $6.65 | -63% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $18 | $6.65 | -63% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q2 2026 | → $6.60 | -64% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | → $6.60 | +18% |
| Millennium Management | Q3 2024 | Q1 2026 | → $5.61 | -69% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at FORRESTER RESEARCH, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-253047Jun 2, 2026
- Form 40001193125-26-253028Jun 2, 2026
- Form 40001193125-26-253007Jun 2, 2026
- Form 40001193125-26-221289May 13, 2026
- Form 40001193125-26-221280May 13, 2026
- Form 40001193125-26-221272May 13, 2026
- Form 40001193125-26-221252May 13, 2026
- Form 40001193125-26-221244May 13, 2026
- Form 40001193125-26-191144Apr 29, 2026
- Form 40001193125-26-161455Apr 17, 2026
- Form 40001193125-26-140478Apr 2, 2026
- Form 40001193125-26-140332Apr 2, 2026
- Form 40001193125-26-140322Apr 2, 2026
- Form 40001193125-26-140311Apr 2, 2026
- Form 40001193125-26-140304Apr 2, 2026
Fundamentals
XBRL · FORRESTER RESEARCH, INC.Annual figures sourced directly from FORRESTER RESEARCH, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for FORRESTER RESEARCH, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 13, 2026
- 10-QQuarterly reportMay 8, 2026
- 8-KMaterial eventMay 6, 2026
- DEF 14AProxy statementMar 31, 2026
- 10-KAnnual reportMar 13, 2026
- 8-KMaterial eventFeb 12, 2026
- 8-KMaterial eventFeb 9, 2026
- 10-QQuarterly reportNov 10, 2025
- 8-KMaterial eventOct 31, 2025
- 8-KMaterial eventOct 30, 2025
- 10-QQuarterly reportAug 5, 2025
- 8-KMaterial eventJul 31, 2025
- 8-KMaterial eventMay 14, 2025
- 10-QQuarterly reportMay 12, 2025
- 8-KMaterial eventMay 6, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | Q2 2026 | $5.61 | $6.60 | +18% |
| AQR Capital Management | Q3 2025 | open | $9.74 | $6.65 | -32% |
| Citadel Advisors | Q3 2024 | Q2 2026 | $18 | $6.60 | -64% |
| Two Sigma Investments | Q3 2024 | open | $18 | $6.65 | -63% |
| D.E. Shaw | Q3 2024 | open | $18 | $6.65 | -63% |
| AQR Capital Management | Q3 2024 | Q2 2025 | $18 | $11 | -39% |
| Millennium Management | Q3 2024 | Q1 2026 | $18 | $5.61 | -69% |
| Renaissance Technologies | Q3 2024 | open | $18 | $6.65 | -63% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.