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Forrester (FORR) 13G/A amendment: Portolan/George McCabe hold 7.94%

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Forrester Research files Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership. The amendment states that Portolan Capital Management, LLC (and indirectly George McCabe) beneficially own 1,541,276 shares of Common Stock, representing 7.94%, as of 03/31/2026. The filing lists sole voting and dispositive power of 1,541,276 shares for both Portolan and Mr. McCabe and is signed on 05/15/2026.

Positive

  • None.

Negative

  • None.

Insights

Disclosure shows an institutional holder reporting a measurable stake of 7.94%.

The Schedule 13G/A amendment lists 1,541,276 shares beneficially owned by Portolan Capital Management, LLC and attributes identical sole voting and dispositive powers to the reporting manager, George McCabe, with an as of 03/31/2026 anchor. This is a standard passive-investor disclosure under the ownership rules.

Ownership above 5% triggers routine reporting obligations and public visibility; subsequent filings may update positions. The cash‑flow treatment and any trading intent are not stated in the excerpt.

Institutional stake disclosed; filing clarifies voting and dispositive authority.

The cover data show the reporting person holds sole voting power and sole dispositive power over 1,541,276 shares, representing 7.94% as of 03/31/2026. The signature date is 05/15/2026, reflecting the amendment timing.

For market participants, the filing is informational: it documents a passive ownership level and the reporting chain (manager ↔ investment adviser). Any material changes to the stake would appear in follow-up Schedule 13 filings.

Beneficial ownership 1,541,276 shares reported as of 03/31/2026
Percent of class 7.94% reported as of 03/31/2026
Signature date 05/15/2026 amendment signed by George McCabe
Schedule 13G/A regulatory
"Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned regulatory
"beneficially owned (1) directly by Portolan Capital Management, LLC"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Dispositive Power regulatory
"Sole Dispositive Power 1,541,276.00 listed on the cover page"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.





346563109

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Portolan Capital Management, LLC
Signature:George McCabe
Name/Title:George McCabe/Manager
Date:05/15/2026
George McCabe
Signature:George McCabe
Name/Title:George McCabe
Date:05/15/2026

FAQ

What stake does Portolan Capital report in FORR?

Portolan Capital reports beneficial ownership of 1,541,276 shares, representing 7.94% of common stock as of 03/31/2026. The filing lists sole voting and dispositive power over those shares.

Who is listed as the reporting person on the Schedule 13G/A for FORR?

The Schedule 13G/A amendment is filed by Portolan Capital Management, LLC with beneficial ownership indirectly attributed to George McCabe, identified as the manager and signatory.

When was the Schedule 13G/A amendment signed for FORR?

The amendment bears signature dates of 05/15/2026. The ownership figures are presented with an as of date of 03/31/2026 on the cover data.

Does the filing state whether shares were bought or sold?

The amendment reports beneficial ownership and voting/dispositive power; it does not state any purchase or sale transactions or indicate intent to trade.

Does anyone else own more than 5% of FORR according to this filing?

The filing states that various persons have rights to dividends or proceeds but also notes that no single other person's interest exceeds 5% of outstanding common stock.