UMA Financial Services »

Forrester Research shares owned by UMA Financial Services

Quarter-by-quarter ownership of Forrester Research (FORR) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Forrester Research

Tip: Access up to 7 years of quarterly data

All positions including Forrester Research held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Forrester Research by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0k 177 5.66

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Forrester Research

Portolan Capital Management
BlackRock
First Manhattan
Pacific Ridge Capital Partners
Nantahala Capital Management
Vanguard Group
Tieton Capital Management
Caption Management
Vanguard Capital Management
Arrowpoint Asset Management
Renaissance Technologies
Acadian Asset Management
Clear Street Group
Hotchkis and Wiley Capital Management
Geode Capital Management

View all funds holding Forrester Research