Petrus Trust Company’s LegalZoom.com LZ Stock Holding History

Petrus Trust Company’s Portfolio LZ Stock Details LZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-18,754	Closed	-$167K	–	380
2025 Q2	$167K	Sell	18,754 -46,935	-71%	-$393K	0.02%	475
2025 Q1	$566K	Buy	+65,689	New	+$588K	0.05%	153
2024 Q1	–	Sell	-70,021	Closed	-$791K	–	731
2023 Q4	$791K	Buy	+70,021	New	+$762K	0.08%	80
2023 Q2	–	Sell	-47,411	Closed	-$445K	–	684
2023 Q1	$445K	Buy	47,411 +8,616	+22%	+$73K	0.05%	122
2022 Q4	$300K	Buy	38,795 +21,906	+130%	+$190K	0.04%	262
2022 Q3	$145K	Buy	16,889 +6,172	+58%	+$63.9K	0.02%	201
2022 Q2	$118K	Buy	+10,717	New	+$142K	0.02%	108

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Petrus Trust Company's LZ Position: Q3 2025 in Review

Petrus Trust Company sold out of LegalZoom.com (LZ) in Q3 2025, closing a stake of 18,754 shares — an estimated $167K sold.

Petrus Trust Company first reported a position in LZ in Q2 2022 and held it in 7 quarters. The position peaked at $791K in Q4 2023. 237 funds tracked by Wall St. Rank hold LZ as of Q3 2025.

Petrus Trust Company reported no remaining LegalZoom.com position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 18,754 LegalZoom.com shares in Q3 2025, an estimated $167K.
Petrus Trust Company first reported a position in LegalZoom.com in Q2 2022 and held it in 7 quarters.
Petrus Trust Company's LegalZoom.com position peaked at $791K in Q4 2023.
237 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.