LegalZoom Ownership 2024 | Who Owns LegalZoom Now?
Institutional Ownership
75.50%
Insider Ownership
8.17%
Retail Ownership
16.33%
Institutional Holders
185.00
LegalZoom Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FRANCISCO PARTNERS MANAGEMENT, LP | 15.18% | 21.04% | 28,625,744 | - | - | 240,169,992 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.70% | 0.00% | 18,293,553 | 1,358,157 | 8.02% | 153,482,910 | Jun 30, 2024 |
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD. | 8.69% | 19.17% | 16,396,313 | - | - | 137,565,066 | Jun 30, 2024 |
BLACKROCK INC. | 5.22% | 0.00% | 9,853,452 | -1,281,444 | -11.51% | 82,670,461 | Jun 30, 2024 |
GPI CAPITAL, L.P. | 5.06% | 21.14% | 9,541,916 | - | - | 80,056,675 | Jun 30, 2024 |
HAWK RIDGE CAPITAL MANAGEMENT LP | 3.12% | 2.13% | 5,892,728 | - | - | 49,439,988 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 2.96% | 0.22% | 5,581,315 | 762,612 | 15.83% | 46,827,233 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.61% | 0.00% | 3,044,104 | 155,093 | 5.37% | 25,544,830 | Jun 30, 2024 |
STATE STREET CORP | 1.56% | 0.00% | 2,939,732 | 238,908 | 8.85% | 24,664,351,000 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 1.56% | 0.01% | 2,935,798 | -47,126 | -1.58% | 24,631,349 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.45% | 0.00% | 2,734,836 | 78,320 | 2.95% | 22,945,275 | Jun 30, 2024 |
ARARAT CAPITAL MANAGEMENT LP | 1.40% | 6.79% | 2,637,204 | 116,919 | 4.64% | 22,126,142 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 1.31% | 0.04% | 2,466,933 | 521,200 | 26.79% | 20,697,568 | Jun 30, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 1.29% | 0.24% | 2,442,411 | 342,138 | 16.29% | 20,491,828 | Jun 30, 2024 |
COASTAL BRIDGE ADVISORS, LLC | 1.06% | 4.16% | 1,996,558 | 184,696 | 10.19% | 16,751,122 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.89% | 0.06% | 1,678,468 | 970,342 | 137.03% | 14,082,347 | Jun 30, 2024 |
BLAIR WILLIAM & CO/IL | 0.78% | 0.04% | 1,479,345 | -2,357,047 | -61.44% | 12,411,705 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.68% | 0.00% | 1,287,927 | 262,335 | 25.58% | 10,805,814 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.65% | 0.01% | 1,234,749 | 144,270 | 13.23% | 10,359,544 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.64% | 0.00% | 1,211,208 | 52,512 | 4.53% | 10,162,036,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GPI CAPITAL, L.P. | 5.06% | 21.14% | 9,541,916 | - | - | 80,056,675 | Jun 30, 2024 |
FRANCISCO PARTNERS MANAGEMENT, LP | 15.18% | 21.04% | 28,625,744 | - | - | 240,169,992 | Jun 30, 2024 |
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD. | 8.69% | 19.17% | 16,396,313 | - | - | 137,565,066 | Jun 30, 2024 |
ARARAT CAPITAL MANAGEMENT LP | 1.40% | 6.79% | 2,637,204 | 116,919 | 4.64% | 22,126,142 | Jun 30, 2024 |
HILLMAN CO | 0.64% | 4.86% | 1,207,194 | - | - | 10,128,358 | Jun 30, 2024 |
TABOR ASSET MANAGEMENT, LP | 0.63% | 4.26% | 1,195,224 | 197,300 | 19.77% | 7,984,096 | Jun 30, 2024 |
COASTAL BRIDGE ADVISORS, LLC | 1.06% | 4.16% | 1,996,558 | 184,696 | 10.19% | 16,751,122 | Jun 30, 2024 |
HAWK RIDGE CAPITAL MANAGEMENT LP | 3.12% | 2.13% | 5,892,728 | - | - | 49,439,988 | Jun 30, 2024 |
ATOM INVESTORS LP | 0.37% | 0.58% | 691,003 | 386,204 | 126.71% | 5,797,515 | Jun 30, 2024 |
TABOR ASSET MANAGEMENT, LP | 0.08% | 0.52% | 144,500 | 144,500 | 100.00% | 965,260 | Jun 30, 2024 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 0.12% | 0.36% | 228,563 | 58,322 | 34.26% | 1,917,644 | Jun 30, 2024 |
PDT PARTNERS, LLC | 0.17% | 0.25% | 312,374 | 135,997 | 77.11% | 2,620,818 | Jun 30, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 1.29% | 0.24% | 2,442,411 | 342,138 | 16.29% | 20,491,828 | Jun 30, 2024 |
HILLSDALE INVESTMENT MANAGEMENT INC. | 0.19% | 0.23% | 353,430 | -93,340 | -20.89% | 2,965,278 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 2.96% | 0.22% | 5,581,315 | 762,612 | 15.83% | 46,827,233 | Jun 30, 2024 |
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. | 0.05% | 0.14% | 94,481 | -43,911 | -31.73% | 792,223 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.04% | 0.12% | 82,629 | 82,629 | 100.00% | 693,257 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.13% | 0.10% | 249,828 | 249,828 | 100.00% | 2,096,057 | Jun 30, 2024 |
OLYMPIAD RESEARCH LP | 0.01% | 0.09% | 15,202 | 15,202 | 100.00% | 127,545 | Jun 30, 2024 |
LEGATO CAPITAL MANAGEMENT LLC | 0.04% | 0.09% | 78,702 | - | - | 660,310 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 9.70% | 0.00% | 18,293,553 | 1,358,157 | 8.02% | 153,482,910 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.89% | 0.06% | 1,678,468 | 970,342 | 137.03% | 14,082,347 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.50% | 0.00% | 945,342 | 794,811 | 528.00% | 7,931,419 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 2.96% | 0.22% | 5,581,315 | 762,612 | 15.83% | 46,827,233 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 1.31% | 0.04% | 2,466,933 | 521,200 | 26.79% | 20,697,568 | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | 0.27% | 0.02% | 500,000 | 500,000 | 100.00% | 4,195,000 | Jun 30, 2024 |
ATOM INVESTORS LP | 0.37% | 0.58% | 691,003 | 386,204 | 126.71% | 5,797,515 | Jun 30, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 1.29% | 0.24% | 2,442,411 | 342,138 | 16.29% | 20,491,828 | Jun 30, 2024 |
NORGES BANK | 0.17% | 0.00% | 313,594 | 313,594 | 100.00% | 2,631,054 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.24% | 0.02% | 455,201 | 278,107 | 157.04% | 3,819,136 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.68% | 0.00% | 1,287,927 | 262,335 | 25.58% | 10,805,814 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.13% | 0.10% | 249,828 | 249,828 | 100.00% | 2,096,057 | Jun 30, 2024 |
STATE STREET CORP | 1.56% | 0.00% | 2,939,732 | 238,908 | 8.85% | 24,664,351,000 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.23% | 0.01% | 432,144 | 238,719 | 123.42% | 3,625,688 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.29% | 0.00% | 538,247 | 212,955 | 65.47% | 4,515,893 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.11% | 0.00% | 212,626 | 212,626 | 100.00% | 1,783,933 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.11% | 0.00% | 200,000 | 200,000 | 100.00% | 1,678,000 | Jun 30, 2024 |
TABOR ASSET MANAGEMENT, LP | 0.63% | 4.26% | 1,195,224 | 197,300 | 19.77% | 7,984,096 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.18% | 0.04% | 342,382 | 190,526 | 125.46% | 2,872,585 | Jun 30, 2024 |
COASTAL BRIDGE ADVISORS, LLC | 1.06% | 4.16% | 1,996,558 | 184,696 | 10.19% | 16,751,122 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -3,392,272 | -100.00% | - | Jun 30, 2024 |
BOSTON PARTNERS | - | - | - | -3,154,584 | -100.00% | - | Jun 30, 2024 |
BLAIR WILLIAM & CO/IL | 0.78% | 0.04% | 1,479,345 | -2,357,047 | -61.44% | 12,411,705 | Jun 30, 2024 |
MACQUARIE GROUP LTD | - | - | - | -2,060,193 | -100.00% | - | Jun 30, 2024 |
FMR LLC | 0.00% | - | 2,540 | -1,791,725 | -99.86% | 21,311 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.02% | 0.00% | 42,364 | -1,304,753 | -96.86% | 355,433 | Jun 30, 2024 |
BLACKROCK INC. | 5.22% | 0.00% | 9,853,452 | -1,281,444 | -11.51% | 82,670,461 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.16% | 0.00% | 300,755 | -899,981 | -74.95% | 2,523,000 | Jun 30, 2024 |
MORGAN STANLEY | 0.51% | 0.00% | 963,196 | -619,129 | -39.13% | 8,081,219 | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | 0.20% | 0.01% | 382,400 | -566,200 | -59.69% | 3,208,336 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.11% | 0.01% | 212,981 | -490,854 | -69.74% | 1,786,909 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.16% | 0.00% | 294,459 | -422,623 | -58.94% | 2,470,510 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -399,045 | -100.00% | - | Jun 30, 2024 |
THRIVENT FINANCIAL FOR LUTHERANS | - | - | - | -298,617 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.04% | 0.00% | 72,547 | -295,384 | -80.28% | 608,669 | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | - | - | - | -251,000 | -100.00% | - | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.04% | 0.00% | 70,772 | -173,558 | -71.03% | 593,777 | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | 0.00% | 0.00% | 2,190 | -161,347 | -98.66% | 18,375 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -159,926 | -100.00% | - | Jun 30, 2024 |
PORTMAN LTD | - | - | - | -150,784 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALYESKA INVESTMENT GROUP, L.P. | 0.27% | 0.02% | 500,000 | 500,000 | 100.00% | 4,195,000 | Jun 30, 2024 |
NORGES BANK | 0.17% | 0.00% | 313,594 | 313,594 | 100.00% | 2,631,054 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.13% | 0.10% | 249,828 | 249,828 | 100.00% | 2,096,057 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.11% | 0.00% | 212,626 | 212,626 | 100.00% | 1,783,933 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.11% | 0.00% | 200,000 | 200,000 | 100.00% | 1,678,000 | Jun 30, 2024 |
TABOR ASSET MANAGEMENT, LP | 0.08% | 0.52% | 144,500 | 144,500 | 100.00% | 965,260 | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | 0.06% | 0.00% | 114,409 | 114,409 | 100.00% | 959,892 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.04% | 0.12% | 82,629 | 82,629 | 100.00% | 693,257 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 74,158 | 74,158 | 100.00% | 622,186 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 68,334 | 68,334 | 100.00% | 573,322 | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | 0.02% | 0.03% | 38,357 | 38,357 | 100.00% | 321,815 | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | 0.02% | 0.00% | 36,736 | 36,736 | 100.00% | 308,215 | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | 0.02% | 0.03% | 34,860 | 34,860 | 100.00% | 292,475 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.02% | 0.05% | 33,259 | 33,259 | 100.00% | 279,043 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.02% | 0.00% | 31,175 | 31,175 | 100.00% | 261,000 | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.01% | 0.00% | 24,858 | 24,858 | 100.00% | 208,559 | Jun 30, 2024 |
QUANTEDGE CAPITAL PTE LTD | 0.01% | 0.07% | 23,800 | 23,800 | 100.00% | 199,682 | Jun 30, 2024 |
OLYMPIAD RESEARCH LP | 0.01% | 0.09% | 15,202 | 15,202 | 100.00% | 127,545 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.01% | - | 14,120 | 14,120 | 100.00% | 118,749 | Jun 30, 2024 |
MAGNETAR FINANCIAL LLC | 0.01% | 0.00% | 13,766 | 13,766 | 100.00% | 115,497 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.01% | 0.07% | 13,600 | 13,600 | 100.00% | 114,104 | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | 0.01% | 0.00% | 12,420 | 12,420 | 100.00% | 104,204 | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.01% | 0.00% | 10,154 | 10,154 | 100.00% | 85,192 | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | 0.00% | 0.00% | 9,077 | 9,077 | 100.00% | 76,156,000 | Jun 30, 2024 |
POINT72 (DIFC) LTD | 0.00% | 0.00% | 8,450 | 8,450 | 100.00% | 70,897 | Jun 30, 2024 |
OPTIVER HOLDING B.V. | 0.00% | - | 2,038 | 2,038 | 100.00% | 17,099 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 16,780 | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | 0.00% | 0.00% | 1,873 | 1,873 | 100.00% | 15,714 | Jun 30, 2024 |
HUNTINGTON NATIONAL BANK | 0.00% | 0.00% | 1,025 | 1,025 | 100.00% | 8,600 | Jun 30, 2024 |
JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 390 | 390 | 100.00% | 3,272 | Jun 30, 2024 |
MATHER GROUP, LLC. | 0.00% | - | 268 | 268 | 100.00% | 3,575 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 187 | 187 | 100.00% | 1,569 | Jun 30, 2024 |
DINUZZO PRIVATE WEALTH, INC. | - | - | 3 | 3 | 100.00% | 26 | Jun 30, 2024 |
SJS INVESTMENT CONSULTING INC. | - | - | 2 | 2 | 100.00% | 17 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -3,392,272 | -100.00% | - | Jun 30, 2024 |
BOSTON PARTNERS | - | - | - | -3,154,584 | -100.00% | - | Jun 30, 2024 |
MACQUARIE GROUP LTD | - | - | - | -2,060,193 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -399,045 | -100.00% | - | Jun 30, 2024 |
THRIVENT FINANCIAL FOR LUTHERANS | - | - | - | -298,617 | -100.00% | - | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | - | - | - | -251,000 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -159,926 | -100.00% | - | Jun 30, 2024 |
PORTMAN LTD | - | - | - | -150,784 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -120,000 | -100.00% | - | Jun 30, 2024 |
TD ASSET MANAGEMENT INC | - | - | - | -97,106 | -100.00% | - | Jun 30, 2024 |
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | - | - | - | -90,600 | -100.00% | - | Jun 30, 2024 |
SEI INVESTMENTS CO | - | - | - | -83,698 | -100.00% | - | Jun 30, 2024 |
STIFEL FINANCIAL CORP | - | - | - | -78,711 | -100.00% | - | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -77,333 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -73,461 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -65,946 | -100.00% | - | Jun 30, 2024 |
FCF ADVISORS LLC | - | - | - | -58,515 | -100.00% | - | Jun 30, 2024 |
WOODTRUST FINANCIAL CORP | - | - | - | -58,100 | -100.00% | - | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -53,613 | -100.00% | - | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -49,600 | -100.00% | - | Jun 30, 2024 |
WASHINGTON HARBOUR PARTNERS LP | - | - | - | -49,600 | -100.00% | - | Jun 30, 2024 |
ADAMS STREET PARTNERS LLC | - | - | - | -45,234 | -100.00% | - | Jun 30, 2024 |
TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -41,849 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -40,603 | -100.00% | - | Jun 30, 2024 |
J. GOLDMAN & CO LP | - | - | - | -36,155 | -100.00% | - | Jun 30, 2024 |
PREMIER FUND MANAGERS LTD | - | - | - | -35,795 | -100.00% | - | Jun 30, 2024 |
MARINER, LLC | - | - | - | -25,103 | -100.00% | - | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -19,876 | -100.00% | - | Jun 30, 2024 |
STATE OF TENNESSEE, TREASURY DEPARTMENT | - | - | - | -18,406 | -100.00% | - | Jun 30, 2024 |
BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -15,907 | -100.00% | - | Jun 30, 2024 |
AXQ CAPITAL, LP | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
ASCENT GROUP, LLC | - | - | - | -13,650 | -100.00% | - | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | - | - | - | -12,994 | -100.00% | - | Jun 30, 2024 |
COUNTERPOINT MUTUAL FUNDS LLC | - | - | - | -10,110 | -100.00% | - | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | - | - | - | -7,967 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -7,090 | -100.00% | - | Jun 30, 2024 |
PARKSIDE FINANCIAL BANK & TRUST | - | - | - | -5,572 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -4,100 | -100.00% | - | Jun 30, 2024 |
WALLEYE CAPITAL LLC | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -3,450 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -689 | -100.00% | - | Jun 30, 2024 |
FIFTH THIRD BANCORP | - | - | - | -340 | -100.00% | - | Jun 30, 2024 |
SIGNATUREFD, LLC | - | - | - | -335 | -100.00% | - | Jun 30, 2024 |
LINDBROOK CAPITAL, LLC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
ASSETMARK, INC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
LegalZoom Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
T. Rowe Price Global Technology Fund, Inc. | 1.90% | 945,856 | - | - | Mar 31, 2024 |
Vanguard Montgomery Funds | 1.38% | 330,533 | 31,905 | 10.68% | Mar 31, 2024 |
BlackRock Science & Technology Trust II | 1.12% | 619,911 | 104,316 | 20.23% | Mar 31, 2024 |
T. Rowe Price New Horizons Fund, Inc. | 0.77% | 3,866,713 | - | - | Mar 31, 2024 |
Manager Directed Portfolios | 0.73% | 120,288 | - | - | Jan 31, 2024 |
ALGER FUNDS II | 0.49% | 110,319 | - | - | Jan 31, 2024 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 0.43% | 1,557,238 | -2,000 | -0.13% | Mar 31, 2024 |
MERIDIAN FUND INC | 0.41% | 968,480 | -71,650 | -6.89% | Mar 28, 2024 |
WASATCH FUNDS TRUST | 0.36% | 3,292,227 | - | - | Mar 31, 2024 |
FRANKLIN STRATEGIC SERIES | 0.32% | 2,680,980 | - | - | Jan 31, 2024 |
T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.26% | 485,227 | - | - | Mar 31, 2024 |
REYNOLDS FUNDS INC | 0.25% | 2,800 | - | - | Mar 31, 2024 |
ALGER INSTITUTIONAL FUNDS | 0.23% | 60,985 | - | - | Jan 31, 2024 |
NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.18% | 2,298,334 | - | - | Jan 31, 2024 |
ALGER PORTFOLIOS | 0.17% | 63,985 | - | - | Dec 31, 2023 |
NEUBERGER BERMAN EQUITY FUNDS | 0.16% | 1,612,088 | - | - | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.16% | 84,470 | - | - | Mar 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.16% | 55,780 | - | - | Mar 31, 2024 |
Neuberger Berman Next Generation Connectivity Fund Inc. | 0.15% | 284,300 | - | - | Jan 31, 2024 |
ALGER FUNDS | 0.15% | 144,125 | - | - | Jan 31, 2024 |
ALLSPRING VARIABLE TRUST | 0.13% | 82,500 | 76,883 | 1368.76% | Mar 31, 2024 |
Ultimus Managers Trust | 0.10% | 1,156,663 | 160,512 | 16.11% | Jan 31, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.09% | 8,863 | - | - | Feb 29, 2024 |
Federated Hermes MDT Series | 0.09% | 220,176 | 2,903 | 1.34% | Jan 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.08% | 95,049 | -4,135 | -4.17% | Mar 28, 2024 |
VANGUARD HORIZON FUNDS | 0.08% | 1,807,027 | -76,044 | -4.04% | Mar 31, 2024 |
VANGUARD EXPLORER FUND | 0.07% | 907,226 | 354,048 | 64.00% | Jan 31, 2024 |
T. Rowe Price Science & Technology Fund, Inc. | 0.07% | 102,211 | - | - | Mar 31, 2024 |
Voya EQUITY TRUST | 0.07% | 100,188 | 7,174 | 7.71% | Feb 29, 2024 |
MFS SERIES TRUST I | 0.07% | 1,297,451 | - | - | Feb 29, 2024 |
T. Rowe Price Equity Funds, Inc. | 0.06% | 680,312 | - | - | Mar 31, 2024 |
TIMOTHY PLAN | 0.05% | 241,665 | 105,362 | 77.30% | Mar 31, 2024 |
MADISON FUNDS | 0.05% | 275,349 | 159,024 | 136.71% | Jan 31, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.05% | 149,817 | - | - | Mar 31, 2024 |
ROYCE FUND | 0.04% | 251,000 | 24,000 | 10.57% | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.04% | 234,528 | 19,393 | 9.01% | Mar 31, 2024 |
Capitol Series Trust | 0.04% | 354,000 | - | - | Jan 31, 2024 |
FIDELITY MT VERNON STREET TRUST | 0.04% | 1,023,481 | -206,472 | -16.79% | Feb 29, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.03% | 19,613 | 1,640 | 9.12% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 114,288 | -59,953 | -34.41% | Jan 31, 2024 |
Bernstein Fund Inc | 0.03% | 249,370 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.03% | 11,849,764 | -1,718,832 | -12.67% | Mar 31, 2024 |
VANGUARD QUANTITATIVE FUNDS | 0.02% | 118,600 | -80,600 | -40.46% | Mar 31, 2024 |
T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.02% | 275,004 | - | - | Mar 31, 2024 |
Securian Funds Trust | 0.02% | 152,237 | 18,256 | 13.63% | Mar 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.01% | 41,151 | 651 | 1.61% | Feb 29, 2024 |
RENAISSANCE CAPITAL GREENWICH FUNDS | 0.01% | 9,317 | - | - | Mar 31, 2024 |
DRIEHAUS MUTUAL FUNDS | 0.01% | 111,839 | - | - | Mar 28, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,559 | - | - | Mar 31, 2024 |
TrimTabs ETF Trust | 0.01% | 7,028 | -556 | -7.33% | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.01% | 444,660 | 45,562 | 11.42% | Jan 31, 2024 |
North Square Investments Trust | 0.01% | 96,340 | 8,900 | 10.18% | Feb 29, 2024 |
MFS VARIABLE INSURANCE TRUST | 0.01% | 297,215 | - | - | Mar 31, 2024 |
Ivy Variable Insurance Portfolios | 0.01% | 210,171 | 23,294 | 12.46% | Mar 28, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 20,470 | - | - | Mar 31, 2024 |
FIDELITY SECURITIES FUND | 0.01% | 808,264 | - | - | Jan 31, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.01% | 340,261 | 135,184 | 65.92% | Mar 31, 2024 |
BlackRock ETF Trust | 0.01% | 5,728 | -1,805 | -23.96% | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.01% | 201,619 | 11,050 | 5.80% | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.01% | 1,151,335 | 15,053 | 1.32% | Feb 29, 2024 |
Calvert Variable Products, Inc. | 0.00% | 13,345 | 1,074 | 8.75% | Mar 31, 2024 |
T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 65,898 | -2,898 | -4.21% | Feb 29, 2024 |
IVY FUNDS | 0.00% | 1,304,572 | 39,528 | 3.12% | Mar 28, 2024 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.00% | 175,422 | -19,491 | -10.00% | Feb 29, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 10,401 | -5,822 | -35.89% | Mar 31, 2024 |
RBB FUND, INC. | 0.00% | 326,508 | -37,203 | -10.23% | Feb 29, 2024 |
T. Rowe Price Global Allocation Fund, Inc. | 0.00% | 5,277 | - | - | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 87,873 | -6,822 | -7.20% | Mar 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 10,777 | - | - | Mar 31, 2024 |
Columbia Funds Variable Series Trust II | 0.00% | 71,397 | 67,197 | 1599.93% | Mar 31, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 179,806 | - | - | Mar 28, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 12,100 | - | - | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 6,404 | 937 | 17.14% | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 148,635 | 54,226 | 57.44% | Feb 29, 2024 |
THRIVENT MUTUAL FUNDS | 0.00% | 108,201 | 96,695 | 840.39% | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 20,579 | 6,070 | 41.84% | Jan 31, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 70,500 | 69,838 | 10549.55% | Feb 29, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 620,203 | 8,679 | 1.42% | Feb 29, 2024 |
Global X Funds | 0.00% | 45,944 | - | - | Jan 31, 2024 |
T. Rowe Price Equity Series, Inc. | 0.00% | 1,665 | - | - | Mar 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 23,170 | 1,612 | 7.48% | Mar 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 9,679 | 9,679 | - | Mar 28, 2024 |
GPS Funds I | 0.00% | 5,393 | - | - | Mar 31, 2024 |
NORTHERN LIGHTS FUND TRUST III | 0.00% | 10,110 | -8,940 | -46.93% | Mar 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 48,700 | 6,100 | 14.32% | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 310,652 | 144,832 | 87.34% | Jan 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 137,073 | 41,861 | 43.97% | Feb 29, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 6,756 | 1,115 | 19.77% | Mar 31, 2024 |
Janus Detroit Street Trust | 0.00% | 77,783 | - | - | Jan 31, 2024 |
FIDELITY ADVISOR SERIES I | 0.00% | 90,800 | - | - | Feb 29, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 38,777 | 36 | 0.09% | Jan 31, 2024 |
PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 14,599 | 14,599 | - | Mar 31, 2024 |
Voya PARTNERS INC | 0.00% | 33,469 | - | - | Mar 31, 2024 |
NORTHERN FUNDS | 0.00% | 57,463 | 5,228 | 10.01% | Mar 28, 2024 |
Goldman Sachs ETF Trust | 0.00% | 34,472 | -337 | -0.97% | Feb 29, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 329,436 | 169,987 | 106.61% | Jan 31, 2024 |
Fidelity Rutland Square Trust II | 0.00% | 360,997 | -49,580 | -12.08% | Feb 29, 2024 |
EQ ADVISORS TRUST | 0.00% | 337,478 | 51,363 | 17.95% | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 4,614,486 | 234,721 | 5.36% | Mar 31, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 544,432 | 124,922 | 29.78% | Feb 29, 2024 |
LegalZoom Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 185 | -10.19% |
31 Mar, 24 | 206 | -3.29% |
31 Dec, 23 | 213 | 8.67% |
30 Sep, 23 | 196 | 5.95% |
30 Jun, 23 | 185 | 17.83% |
31 Mar, 23 | 157 | -1.26% |
31 Dec, 22 | 159 | 11.97% |
30 Sep, 22 | 142 | -0.70% |
30 Jun, 22 | 143 | 12.60% |
31 Mar, 22 | 127 | -1.55% |
31 Dec, 21 | 129 | 29.00% |
30 Sep, 21 | 100 | 8.70% |
30 Jun, 21 | 92 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 142,405,870 | -8.52% |
31 Mar, 24 | 155,672,191 | 1.06% |
31 Dec, 23 | 154,039,836 | 6.53% |
30 Sep, 23 | 144,599,946 | 11.02% |
30 Jun, 23 | 130,246,329 | 2.21% |
31 Mar, 23 | 127,427,156 | -1.17% |
31 Dec, 22 | 128,941,409 | -3.56% |
30 Sep, 22 | 133,695,275 | -3.37% |
30 Jun, 22 | 138,357,826 | 4.63% |
31 Mar, 22 | 132,238,923 | 1.69% |
31 Dec, 21 | 130,042,900 | 35.01% |
30 Sep, 21 | 96,321,490 | 19.55% |
30 Jun, 21 | 80,570,148 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 75.50% | 1.13% |
31 Mar, 24 | 81.73% | 1.34% |
31 Dec, 23 | 78.01% | 1.37% |
30 Sep, 23 | 75.57% | 1.63% |
30 Jun, 23 | 68.09% | 1.53% |
31 Mar, 23 | 66.61% | 1.48% |
31 Dec, 22 | 67.02% | 1.42% |
30 Sep, 22 | 68.59% | 1.40% |
30 Jun, 22 | 69.94% | 1.57% |
31 Mar, 22 | 66.70% | 1.54% |
31 Dec, 21 | 65.79% | 2.73% |
30 Sep, 21 | 49.06% | 1.19% |
30 Jun, 21 | 64.24% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 107 | -0.93% |
31 Mar, 24 | 108 | -21.17% |
31 Dec, 23 | 137 | 37.00% |
30 Sep, 23 | 100 | -16.67% |
30 Jun, 23 | 120 | 42.86% |
31 Mar, 23 | 84 | 5.00% |
31 Dec, 22 | 80 | 9.59% |
30 Sep, 22 | 73 | -17.05% |
30 Jun, 22 | 88 | 31.34% |
31 Mar, 22 | 67 | -22.09% |
31 Dec, 21 | 86 | 28.36% |
30 Sep, 21 | 67 | -27.17% |
30 Jun, 21 | 92 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 47 | -21.67% |
31 Mar, 24 | 60 | 46.34% |
31 Dec, 23 | 41 | -28.07% |
30 Sep, 23 | 57 | 54.05% |
30 Jun, 23 | 37 | 5.71% |
31 Mar, 23 | 35 | -22.22% |
31 Dec, 22 | 45 | 15.38% |
30 Sep, 22 | 39 | 34.48% |
30 Jun, 22 | 29 | -17.14% |
31 Mar, 22 | 35 | 34.62% |
31 Dec, 21 | 26 | 62.50% |
30 Sep, 21 | 16 | - |
30 Jun, 21 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 185 | -10.19% | 142,405,870 | -8.52% | 75.50% | 1.13% | 107 | -0.93% | 47 | -21.67% |
31 Mar, 24 | 206 | -3.29% | 155,672,191 | 1.06% | 81.73% | 1.34% | 108 | -21.17% | 60 | 46.34% |
31 Dec, 23 | 213 | 8.67% | 154,039,836 | 6.53% | 78.01% | 1.37% | 137 | 37.00% | 41 | -28.07% |
30 Sep, 23 | 196 | 5.95% | 144,599,946 | 11.02% | 75.57% | 1.63% | 100 | -16.67% | 57 | 54.05% |
30 Jun, 23 | 185 | 17.83% | 130,246,329 | 2.21% | 68.09% | 1.53% | 120 | 42.86% | 37 | 5.71% |
31 Mar, 23 | 157 | -1.26% | 127,427,156 | -1.17% | 66.61% | 1.48% | 84 | 5.00% | 35 | -22.22% |
31 Dec, 22 | 159 | 11.97% | 128,941,409 | -3.56% | 67.02% | 1.42% | 80 | 9.59% | 45 | 15.38% |
30 Sep, 22 | 142 | -0.70% | 133,695,275 | -3.37% | 68.59% | 1.40% | 73 | -17.05% | 39 | 34.48% |
30 Jun, 22 | 143 | 12.60% | 138,357,826 | 4.63% | 69.94% | 1.57% | 88 | 31.34% | 29 | -17.14% |
31 Mar, 22 | 127 | -1.55% | 132,238,923 | 1.69% | 66.70% | 1.54% | 67 | -22.09% | 35 | 34.62% |
31 Dec, 21 | 129 | 29.00% | 130,042,900 | 35.01% | 65.79% | 2.73% | 86 | 28.36% | 26 | 62.50% |
30 Sep, 21 | 100 | 8.70% | 96,321,490 | 19.55% | 49.06% | 1.19% | 67 | -27.17% | 16 | - |
30 Jun, 21 | 92 | - | 80,570,148 | - | 64.24% | - | 92 | - | - | - |
LegalZoom Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
LegalZoom Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 5 | - | - |
Q2 2024 | 3 | 6 | 50.00% |
Q1 2024 | 4 | 9 | 44.44% |
Q4 2023 | - | 13 | - |
Q3 2023 | - | 7 | - |
Q2 2023 | 3 | 5 | 60.00% |
Q1 2023 | 10 | 7 | 142.86% |
Q4 2022 | - | 5 | - |
Q3 2022 | 4 | 5 | 80.00% |
Q2 2022 | 7 | 5 | 140.00% |
Q1 2022 | 8 | 6 | 133.33% |
Q4 2021 | - | 8 | - |
Q3 2021 | 5 | 4 | 125.00% |
Q2 2021 | 12 | 13 | 92.31% |
Q3 2011 | - | 31 | - |
Q2 2011 | - | 1 | - |
Q1 2011 | 10 | 11 | 90.91% |
Q4 2010 | - | 6 | - |
Q3 2010 | 4 | 13 | 30.77% |
Q2 2010 | 5 | 2 | 250.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | 2 | - |
Q1 2024 | - | 4 | - |
Q4 2023 | - | 8 | - |
Q3 2023 | - | 2 | - |
Q2 2023 | - | - | - |
Q1 2023 | - | 7 | - |
Q4 2022 | - | 5 | - |
Q3 2022 | - | 5 | - |
Q2 2022 | - | 4 | - |
Q1 2022 | - | 6 | - |
Q4 2021 | - | 8 | - |
Q3 2021 | - | - | - |
Q2 2021 | - | - | - |
Q3 2011 | - | - | - |
Q2 2011 | - | - | - |
Q1 2011 | - | 2 | - |
Q4 2010 | - | 2 | - |
Q3 2010 | - | 7 | - |
Q2 2010 | - | 1 | - |
LZ Ownership FAQ
Who Owns LegalZoom?
LegalZoom is owned by institutional shareholders (75.50%), insiders (8.17%), and public (16.33%). The largest institutional shareholder of LegalZoom is FRANCISCO PARTNERS MANAGEMENT, LP (15.18% of total shares) and the top mutual fund owner is T. Rowe Price Global Technology Fund, Inc. (1.90% of total shares).
Who are the major institutional shareholders of LegalZoom?
LegalZoom's major institutional shareholders are FRANCISCO PARTNERS MANAGEMENT, LP, VANGUARD GROUP INC, TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD., BLACKROCK INC., and GPI CAPITAL, L.P.. The top five shareholders own together 43.85% of the company's share outstanding.
How many LegalZoom shareholders are there?
As of Jun 2024, there are 185 institutional shareholders of LegalZoom.
What percentage of LegalZoom is owned by FRANCISCO PARTNERS MANAGEMENT, LP?
FRANCISCO PARTNERS MANAGEMENT, LP owns 28.63M shares of LegalZoom, representing 15.18% of the company's total shares outstanding, valued at $240.17M (as of Jun 2024).
What percentage of LegalZoom is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 18.29M shares of LegalZoom (LZ), compromising 9.70% of the company, valued at $153.48M.
What percentage of LegalZoom is owned by TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD?
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD is the third largest holder of LegalZoom. The company owns 16.4M of the company's shares outstanding (worth $137.57M).