Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FORRESTER RESH INC (FORR)

100 + Investors. Track Smart Money conviction in FORR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — FORR

Based on 100 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their FORR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
100 funds currently hold this stock — 93% of the 3.0-year high of 107 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 51% buying

55 buying52 selling
Last quarter: 55 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 16 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 18% medium 26% new
56 out of 100 hedge funds have held FORR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +14%, value -23%

Value
-23%
Shares
+13%
Last quarter: funds added +14% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~18 new funds/quarter

17 → 20 → 16 → 17 → 18 new funds/Q
New funds entering each quarter: 20 → 16 → 17 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 11% 1-2yr 32% new
Of 101 current holders: 58 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
31 of 100 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FORR

In 2026 Q1, 55 hedge funds were net buyers of FORR (18 opened a new position, 37 added to an existing one), while 52 reduced or exited (28 trimmed, 24 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 21% of total institutional value in FORR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 100.

Hedge Fund Ownership: FORR

How many hedge funds hold FORR — quarterly history vs. share price
Quarterly hedge fund ownership of FORR vs. share price

Market Analysis: FORR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FORR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy FORRESTER RESH INC (FORR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FORR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 65d ago
FORR
+27.1%
XLI
+7.6%

FORR outperformed XLI by +19.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 20d ago
FORR
+4.7%
XLI
+1.5%

Since the filing became public, FORR outperformed XLI by +3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: FORR
100 + Investors

Track Smart Money conviction in FORR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 100 106 -5.66%
13F Shares 12M 10M 13.93%
Total Value $64M $84M -23.45%
New Positions 18 17 +1
Increased Positions 37 32 +5
Closed Positions 24 18 +6
Reduced Positions 28 41 -13
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FORR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FORR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of FORR — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tieton Capital Management, LLC 1.06% 559,041 $3.2M
2 Pacific Ridge Capital Partners, LLC 0.87% 710,847 $4.0M
3 Portolan Capital Management, LLC 0.46% 1,541,276 $8.7M
4 Nierenberg Investment Management Company, LLC 0.37% 131,110 $742K
5 KESTREL INVESTMENT MANAGEMENT CORP 0.31% 91,500 $518K
6 Nantahala Capital Management, LLC 0.14% 694,422 $3.9M
7 ArrowMark Colorado Holdings LLC 0.07% 472,952 $2.7M
8 K2 PRINCIPAL FUND, L.P. 0.02% 50,178 $284K
9 ELKHORN PARTNERS LIMITED PARTNERSHIP 0.02% 5,000 $28K
10 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% 150,859 $854K
11 FIRST MANHATTAN CO. LLC. 0.01% 750,000 $4.2M
12 AUXIER ASSET MANAGEMENT LLC 0.01% 13,076 $74K
13 Inscription Capital, LLC 0.01% 17,170 $97K
14 COOPER CREEK PARTNERS MANAGEMENT LLC 0.01% 46,779
15 Clear Street Group Inc. 0.01% 319,900 $1.8M
16 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% 383,589 $2.2M
17 RENAISSANCE TECHNOLOGIES LLC 0.00% 436,706 $2.5M
18 ACADIAN ASSET MANAGEMENT LLC 0.00% 423,338 $2K
19 Versant Capital Management, Inc 0.00% 5,123 $29K
20 XTX Topco Ltd 0.00% 26,238 $149K
21 Essential Partners LLC 0.00% 1,180 $7K
22 Quantinno Capital Management LP 0.00% 224,085 $1.3M
23 TWO SIGMA ADVISERS, LP 0.00% 105,903 $860K
24 Clear Street Group Inc. 0.00% 69,942 $396K
25 SEI INVESTMENTS CO 0.00% 284,424 $1.6M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FORRESTER RESH INC (FORR)

What does the Smart Money Trend signal show for FORR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FORR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FORR?

Slight buying edge — 51% buying: Last quarter: 55 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FORR holders?

Strong quality — 21% AUM from major funds: 31 of 100 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FORR?

56% of holders stayed for 2+ years: 56 out of 100 hedge funds have held FORR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy FORRESTER RESH INC (FORR) following the 2026 Q1 hedge fund 13F filings?

As of today, FORR has moved +4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLI sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), FORR has gained +27.1% vs +7.6% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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