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Petrus Trust Company’s Forrester Research FORR Stock Holding History

Petrus Trust Company’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,441
Closed -$291K – 70
2025
Q3 		$291K Sell
27,441
-3,924
-13% -$39.8K 0.03% 43
2025
Q2 		$311K Sell
31,365
-2,995
-9% -$29.8K 0.03% 305
2025
Q1 		$317K Buy
34,360
+18,410
+115% +$234K 0.03% 369
2024
Q4 		$250K Buy
15,950
+805
+5% +$13K 0.02% 494
2024
Q3 		$273K Sell
15,145
-28,177
-65% -$514K 0.03% 437
2024
Q2 		$740K Buy
+43,322
New +$796K 0.07% 86

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TCM
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Renaissance Technologies
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Acadian Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Petrus Trust Company's FORR Position: Q4 2025 in Review

Petrus Trust Company sold out of Forrester Research (FORR) in Q4 2025, closing a stake of 27,441 shares — an estimated $291K sold.

Petrus Trust Company first reported a position in FORR in Q2 2024 and held it in 6 quarters. The position peaked at $740K in Q2 2024. 109 funds tracked by Wall St. Rank hold FORR as of Q4 2025.

  • Petrus Trust Company reported no remaining Forrester Research position as of Q4 2025 after selling out during the quarter.
  • Petrus Trust Company sold 27,441 Forrester Research shares in Q4 2025, an estimated $291K.
  • Petrus Trust Company first reported a position in Forrester Research in Q2 2024 and held it in 6 quarters.
  • Petrus Trust Company's Forrester Research position peaked at $740K in Q2 2024.
  • 109 funds tracked by Wall St. Rank held Forrester Research as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.