Titelia

Fund shareholders of Forrester Research Inc

ISIN US3465631097 · United States · LEI 549300UUSFXYLJ80Z897

Fund shareholders
62
Of which ETFs
14 48 other funds
Value held
24.2M $
Share of capital
15.4 % of 19M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 722,8615.1M $0.01 %3.80 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 351,4363M $0.00 %1.85 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 302,4113.5M $0.17 %1.59 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 278,2102M $0.24 %1.46 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 135,0531.1M $0.00 %0.71 %as of Jun 30, 2026 ↗
Meridian Small Cap Growth Fund Meridian Fund Inc 107,078900.5K $0.33 %0.56 %as of Jun 30, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 92,617778.9K $0.79 %0.49 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 72,686512.4K $0.00 %0.38 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 67,649778K $0.06 %0.36 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 58,134409.8K $0.00 %0.31 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 57,881408.1K $0.00 %0.30 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 54,600459.2K $0.05 %0.29 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 52,155599.8K $0.01 %0.27 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 40,780343K $0.02 %0.21 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 39,406331.4K $0.02 %0.21 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 39,400277.8K $0.02 %0.21 %as of May 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 36,935310.6K $0.26 %0.19 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 34,139240.7K $0.09 %0.18 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 32,607375K $0.00 %0.17 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 30,470214.8K $0.00 %0.16 %as of May 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 28,100236.3K $0.16 %0.15 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 25,294212.7K $0.03 %0.13 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 24,800208.6K $0.03 %0.13 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 20,735146.2K $0.00 %0.11 %as of May 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,508235.8K $0.00 %0.11 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 18,326129.2K $0.00 %0.10 %as of May 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 17,789149.6K $0.00 %0.09 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 17,080120.4K $0.01 %0.09 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 17,023120K $0.00 %0.09 %as of May 31, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 14,662103.4K $0.00 %0.08 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 13,171110.8K $0.00 %0.07 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 12,858147.9K $0.01 %0.07 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 11,71882.6K $0.00 %0.06 %as of May 31, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 9,14576.9K $0.27 %0.05 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,73961.6K $0.00 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,88366.3K $0.00 %0.04 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,00049.4K $0.00 %0.04 %as of May 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 6,32753.2K $0.03 %0.03 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,02350.7K $0.00 %0.03 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,24344.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,82540.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 4,01128.3K $0.00 %0.02 %as of May 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,66022.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,46417.4K $0.00 %0.01 %as of May 31, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 2,40020.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,03417.1K $0.00 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,68614.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,50012.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,33715.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
AUXIER FOCUS FUND FORUM FUNDS 1,30811K $0.00 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,30210.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 9786.9K $0.00 %0.01 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 8256.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 7806.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 7116K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 5393.8K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4263K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4213K $0.00 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2191.5K $0.00 %0.00 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 65747.5 $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 1177.6 $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 214.1 $0.00 %0.00 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.79 %as of Jun 30, 2026 ↗
Meridian Small Cap Growth Fund Meridian Fund Inc 0.33 %as of Jun 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.27 %as of Jun 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.26 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 0.24 %as of May 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 0.17 %as of Jul 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.16 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.09 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 0.06 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.05 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q362-492,929,436-14.0 %
2026Q2111-173,408,138-0.1 %
2026Q1128-43,412,870-10.7 %
2025Q4132+23,823,229-6.9 %
2025Q3130-94,106,366-1.1 %
2025Q213904,152,297-4.6 %
2025Q1139-24,351,862+0.1 %
2024Q4141+94,347,000+8.1 %
2024Q3132-234,020,865-11.4 %
2024Q2155-274,536,259-27.3 %
2024Q1182-266,236,184+0.1 %
2023Q42086,230,435

Institutional managers

97 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Portolan Capital Management, LLC1,541,2768.7M $as of Mar 31, 2026
BlackRock, Inc.907,3775.1M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.750,0004.2M $as of Mar 31, 2026
Pacific Ridge Capital Partners, LLC710,8474M $as of Mar 31, 2026
Nantahala Capital Management, LLC694,4223.9M $as of Mar 31, 2026
Tieton Capital Management, LLC559,0413.2K $as of Mar 31, 2026
ArrowMark Colorado Holdings LLC472,9522.7M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC436,7062.5M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC423,3382.4K $as of Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP389,2542.2M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC383,5892.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC316,7881.8M $as of Mar 31, 2026
SEI INVESTMENTS CO284,4241.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP266,3891.5M $as of Mar 31, 2026
STATE STREET CORP259,0701.5M $as of Mar 31, 2026
Quantinno Capital Management LP224,0851.3M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC185,9221.1M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC150,859853.9K $as of Mar 31, 2026
Nierenberg Investment Management Company, LLC131,110742.1K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC127,635722.4K $as of Mar 31, 2026
NORTHERN TRUST CORP102,647581K $as of Mar 31, 2026
MORGAN STANLEY102,073577.7K $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP101,601575.1K $as of Mar 31, 2026
KESTREL INVESTMENT MANAGEMENT CORP91,500517.9K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC88,939503.4K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Forrester Research Inc". https://titelia.com/en/stocks/forrester-research-inc-US3465631097