Titelia

Fund shareholders of Forrester Research Inc

ISIN US3465631097 · United States · LEI 549300UUSFXYLJ80Z897

Fund shareholders
111
Of which ETFs
20 91 other funds
Value held
20M $
Share of capital
17.9 % of 19M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 708,1454.2M $0.00 %3.72 %as of Feb 28, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 351,4362M $0.00 %1.85 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 292,2381.7M $0.00 %1.53 %as of Mar 31, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 278,2101.7M $0.22 %1.46 %as of Feb 28, 2026
Meridian Small Cap Growth Fund Meridian Fund Inc 138,859785.9K $0.33 %0.73 %as of Mar 31, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 119,859678.4K $0.79 %0.63 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 118,003667.9K $0.00 %0.62 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 109,003685.6K $0.00 %0.57 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 101,045571.9K $0.00 %0.53 %as of Mar 31, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 89,200504.9K $0.06 %0.47 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 65,328410.9K $0.00 %0.34 %as of Apr 30, 2026
SmallCap Value Fund II Principal Funds, Inc 63,139397.1K $0.03 %0.33 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 61,466367.6K $0.00 %0.32 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 58,753351.3K $0.00 %0.31 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 56,672338.9K $0.00 %0.30 %as of Feb 28, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 52,499330.2K $0.00 %0.28 %as of Apr 30, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 42,739268.8K $0.00 %0.22 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 40,780230.8K $0.01 %0.21 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 39,400235.6K $0.02 %0.21 %as of Feb 28, 2026
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 33,886202.6K $0.76 %0.18 %as of Feb 28, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 30,610173.3K $0.18 %0.16 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 29,656167.9K $0.03 %0.16 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 28,635162.1K $0.01 %0.15 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 28,100159K $0.13 %0.15 %as of Mar 31, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 24,800140.4K $0.02 %0.13 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 24,243145K $0.00 %0.13 %as of Feb 28, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 23,038144.9K $0.00 %0.12 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 20,735124K $0.00 %0.11 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 20,111113.8K $0.00 %0.11 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 19,784118.3K $0.08 %0.10 %as of Feb 28, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 17,789100.7K $0.00 %0.09 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 16,854100.8K $0.01 %0.09 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 16,16896.7K $0.00 %0.08 %as of Feb 28, 2026
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 14,21885K $0.00 %0.07 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 13,98679.2K $0.00 %0.07 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 13,96987.9K $0.00 %0.07 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 13,95079K $0.00 %0.07 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,71586.3K $0.00 %0.07 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 11,71870.1K $0.00 %0.06 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 10,75664.3K $0.00 %0.06 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 10,20057.7K $0.00 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,60054.3K $0.00 %0.05 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 9,48059.6K $0.00 %0.05 %as of Apr 30, 2026
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 9,14551.8K $0.21 %0.05 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,33949.9K $0.00 %0.04 %as of Feb 28, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,33347.2K $0.00 %0.04 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 8,33152.4K $0.00 %0.04 %as of Apr 30, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 8,26546.8K $0.00 %0.04 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,88344.6K $0.00 %0.04 %as of Mar 31, 2026
AUXIER FOCUS FUND FORUM FUNDS 7,52642.6K $0.01 %0.04 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 7,28441.2K $0.00 %0.04 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,00041.9K $0.00 %0.04 %as of Feb 28, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,82038.6K $0.00 %0.04 %as of Mar 31, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 6,51736.9K $0.03 %0.03 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,24329.7K $0.00 %0.03 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 5,16232.5K $0.00 %0.03 %as of Apr 30, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,82527.3K $0.00 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,20023.8K $0.00 %0.02 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 4,01222.7K $0.01 %0.02 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 4,01124K $0.00 %0.02 %as of Feb 28, 2026
iShares Russell 3000 ETF iShares Trust 3,67520.8K $0.00 %0.02 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,41419.3K $0.00 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,24418.4K $0.00 %0.02 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,71515.4K $0.02 %0.01 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,46414.7K $0.00 %0.01 %as of Feb 28, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,43613.8K $0.00 %0.01 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,15412.2K $0.01 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,03411.5K $0.00 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,78310.1K $0.00 %0.01 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,7529.9K $0.00 %0.01 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,7199.7K $0.00 %0.01 %as of Mar 31, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,6869.5K $0.00 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,5019.4K $0.00 %0.01 %as of Apr 30, 2026
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,5008.5K $0.00 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,4418.2K $0.00 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,3027.4K $0.00 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 1,2918.1K $0.00 %0.01 %as of Apr 30, 2026
New Covenant Growth Fund NEW COVENANT FUNDS 1,1696.6K $0.00 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,1377.2K $0.00 %0.01 %as of Apr 30, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,0185.8K $0.00 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 9875.6K $0.00 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 9785.8K $0.00 %0.01 %as of Feb 28, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 9776.1K $0.00 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 9665.5K $0.00 %0.01 %as of Mar 31, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 9485.4K $0.00 %0.00 %as of Mar 31, 2026
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 8254.7K $0.00 %0.00 %as of Mar 31, 2026
Small Company Value Portfolio Wilshire Mutual Funds Inc 7804.4K $0.02 %0.00 %as of Mar 31, 2026
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 7704.4K $0.01 %0.00 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 7094.2K $0.00 %0.00 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 7054.2K $0.00 %0.00 %as of Feb 28, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 5453.1K $0.00 %0.00 %as of Mar 31, 2026
Applied Finance IVS US SMID ETF ETF Opportunities Trust 5042.9K $0.02 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 4963K $0.00 %0.00 %as of Feb 28, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4743K $0.00 %0.00 %as of Apr 30, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 4732.7K $0.00 %0.00 %as of Mar 31, 2026
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3812.2K $0.00 %0.00 %as of Mar 31, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 3752.1K $0.00 %0.00 %as of Mar 31, 2026
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3452K $0.00 %0.00 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2191.3K $0.00 %0.00 %as of Feb 28, 2026
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1781K $0.00 %0.00 %as of Mar 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.79 %as of Mar 31, 2026
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 0.76 %as of Feb 28, 2026
Meridian Small Cap Growth Fund Meridian Fund Inc 0.33 %as of Mar 31, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 0.22 %as of Feb 28, 2026
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.21 %as of Mar 31, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.18 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.13 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.08 %as of Feb 28, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.06 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 0.03 %as of Apr 30, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

Declared shareholders of Forrester Research Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Portolan Capital Management, LLC and 1 other7.94 %1,541,276as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Forrester Research Inc". https://titelia.com/en/stocks/forrester-research-inc-US3465631097