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Petrus Trust Company’s MongoDB MDB Stock Holding History

Petrus Trust Company’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,817
Closed -$382K – 386
2025
Q2 		$382K Buy
+1,817
New +$336K 0.04% 212
2024
Q1 		– Sell
-845
Closed -$345K – 733
2023
Q4 		$345K Buy
+845
New +$321K 0.03% 380
2023
Q1 		– Sell
-1,384
Closed -$272K – 641
2022
Q4 		$272K Buy
+1,384
New +$246K 0.03% 306

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Petrus Trust Company sold out of MongoDB (MDB) in Q3 2025, closing a stake of 1,817 shares — an estimated $382K sold.

Petrus Trust Company first reported a position in MDB in Q4 2022 and held it in 3 quarters. The position peaked at $382K in Q2 2025. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

  • Petrus Trust Company reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,817 MongoDB shares in Q3 2025, an estimated $382K.
  • Petrus Trust Company first reported a position in MongoDB in Q4 2022 and held it in 3 quarters.
  • Petrus Trust Company's MongoDB position peaked at $382K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

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