FORRESTER RESH INC COM (FORR): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FORRESTER RESH INC COM (FORR)

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

Smart Money Signals — FORR

Based on 105 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

105 funds currently hold this stock — 94% of the 3.0-year high of 112 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 46% buying

49 buying58 selling

Last quarter: 58 funds reduced or exited vs 49 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 17 → 20 → 15 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new

62 out of 105 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 +13%, value -13%

Value

-13%

+13%

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

➡️

Steady discovery — ~17 new funds/quarter

10 → 17 → 20 → 15 → 17 new funds/Q

New funds entering each quarter: 17 → 20 → 15 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 11% 1-2yr ■ 25% new

Of 106 current holders: 67 (63%) 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 — 26% AUM from major funds

26% from top-100 AUM funds

25 of 105 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	106	105	0.95%
13F Shares	10M	9M	13.01%
Total Value	$84M	$96M	-13.24%
New Positions	18	15	+3
Increased Positions	32	49	-17
Closed Positions	17	10	+7
Reduced Positions	41	25	+16
Total Calls	0	0	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

106

105

0.95%

13F Shares

10M

13.01%

Total Value

$84M

$96M

-13.24%

New Positions

Increased Positions

-17

Closed Positions

Reduced Positions

+16

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

106 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 14 institutional holders of FORR — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Inscription Capital, LLC	0.01%	17,170	$97K
2	Versant Capital Management, Inc	0.00%	5,123	$29K
3	GAMMA Investing LLC	0.00%	1,084	$6K
4	STRS OHIO	0.00%	11,100	$63K
5	Police & Firemen's Retirement System of New Jersey	0.00%	3,253	$18K
6	Physician Wealth Advisors, Inc.	0.00%	177	$1K
7	HSBC HOLDINGS PLC	0.00%	39,317	$225K
8	True Wealth Design, LLC	0.00%	35	—
9	Sterling Capital Management LLC	0.00%	379	$2K
10	Root Financial Partners, LLC	0.00%	90	—
11	IFP Advisors, Inc	0.00%	115	—
12	SJS Investment Consulting Inc.	0.00%	7	—
13	Farther Finance Advisors, LLC	0.00%	59	—
14	SBI Securities Co., Ltd.	0.00%	15	—

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 COM (FORR)

What does the Smart Money Trend signal show for FORR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FORR?

More sellers than buyers — 46% buying: Last quarter: 58 funds reduced or exited vs 49 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FORR holders?

Strong quality — 26% AUM from major funds: 25 of 105 holders rank in the top 100 by AUM, accounting for 26% 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?

59% of holders stayed for 2+ years: 62 out of 105 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.

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.

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FORRESTER RESH INC COM (FORR)

Smart Money Signals — FORR

No change last quarter

High ownership — 94% of 3.0Y peak

Steady growth — +12% more funds vs a year ago

More sellers than buyers — 46% buying

Steady new buyers — ~17 new funds per quarter

59% of holders stayed for 2+ years

Buying through price weakness — shares +13%, value -13%

Steady discovery — ~17 new funds/quarter

Deep conviction — 63% of holders stayed 2+ years

Strong quality — 26% AUM from major funds

Hedge Fund Ownership: FORR

Market Analysis: FORR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FORR

Hedge Fund Positioning: FORR

Statistics: FORR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FORRESTER RESH INC COM (FORR)

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