LegalZoom Ownership 2024 | Who Owns LegalZoom Now?


OverviewForecastRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
FRANCISCO PARTNERS MANAGEMENT, LP15.18%21.04%28,625,744--240,169,992Jun 30, 2024
VANGUARD GROUP INC9.70%0.00%18,293,5531,358,1578.02%153,482,910Jun 30, 2024
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD.8.69%19.17%16,396,313--137,565,066Jun 30, 2024
BLACKROCK INC.5.22%0.00%9,853,452-1,281,444-11.51%82,670,461Jun 30, 2024
GPI CAPITAL, L.P.5.06%21.14%9,541,916--80,056,675Jun 30, 2024
HAWK RIDGE CAPITAL MANAGEMENT LP3.12%2.13%5,892,728--49,439,988Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC2.96%0.22%5,581,315762,61215.83%46,827,233Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.61%0.00%3,044,104155,0935.37%25,544,830Jun 30, 2024
STATE STREET CORP1.56%0.00%2,939,732238,9088.85%24,664,351,000Jun 30, 2024
FRANKLIN RESOURCES INC1.56%0.01%2,935,798-47,126-1.58%24,631,349Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.45%0.00%2,734,83678,3202.95%22,945,275Jun 30, 2024
ARARAT CAPITAL MANAGEMENT LP1.40%6.79%2,637,204116,9194.64%22,126,142Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.31%0.04%2,466,933521,20026.79%20,697,568Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC1.29%0.24%2,442,411342,13816.29%20,491,828Jun 30, 2024
COASTAL BRIDGE ADVISORS, LLC1.06%4.16%1,996,558184,69610.19%16,751,122Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.89%0.06%1,678,468970,342137.03%14,082,347Jun 30, 2024
BLAIR WILLIAM & CO/IL0.78%0.04%1,479,345-2,357,047-61.44%12,411,705Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.68%0.00%1,287,927262,33525.58%10,805,814Jun 30, 2024
D. E. SHAW & CO., INC.0.65%0.01%1,234,749144,27013.23%10,359,544Jun 30, 2024
NORTHERN TRUST CORP0.64%0.00%1,211,20852,5124.53%10,162,036,000Jun 30, 2024

LegalZoom's largest institutional shareholder is FRANCISCO PARTNERS MANAGEMENT, LP, holding 15.18% of the company's total share outstanding, currently valued at $240.17M. The top 10 institutional shareholders own together 54.66% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GPI CAPITAL, L.P.5.06%21.14%9,541,916--80,056,675Jun 30, 2024
FRANCISCO PARTNERS MANAGEMENT, LP15.18%21.04%28,625,744--240,169,992Jun 30, 2024
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD.8.69%19.17%16,396,313--137,565,066Jun 30, 2024
ARARAT CAPITAL MANAGEMENT LP1.40%6.79%2,637,204116,9194.64%22,126,142Jun 30, 2024
HILLMAN CO0.64%4.86%1,207,194--10,128,358Jun 30, 2024
TABOR ASSET MANAGEMENT, LP0.63%4.26%1,195,224197,30019.77%7,984,096Jun 30, 2024
COASTAL BRIDGE ADVISORS, LLC1.06%4.16%1,996,558184,69610.19%16,751,122Jun 30, 2024
HAWK RIDGE CAPITAL MANAGEMENT LP3.12%2.13%5,892,728--49,439,988Jun 30, 2024
ATOM INVESTORS LP0.37%0.58%691,003386,204126.71%5,797,515Jun 30, 2024
TABOR ASSET MANAGEMENT, LP0.08%0.52%144,500144,500100.00%965,260Jun 30, 2024
ESSEX INVESTMENT MANAGEMENT CO LLC0.12%0.36%228,56358,32234.26%1,917,644Jun 30, 2024
PDT PARTNERS, LLC0.17%0.25%312,374135,99777.11%2,620,818Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC1.29%0.24%2,442,411342,13816.29%20,491,828Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.19%0.23%353,430-93,340-20.89%2,965,278Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC2.96%0.22%5,581,315762,61215.83%46,827,233Jun 30, 2024
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP.0.05%0.14%94,481-43,911-31.73%792,223Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.04%0.12%82,62982,629100.00%693,257Jun 30, 2024
INVENOMIC CAPITAL MANAGEMENT LP0.13%0.10%249,828249,828100.00%2,096,057Jun 30, 2024
OLYMPIAD RESEARCH LP0.01%0.09%15,20215,202100.00%127,545Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC0.04%0.09%78,702--660,310Jun 30, 2024

The largest LegalZoom shareholder by % of total assets is GPI CAPITAL, L.P.. The company owns 9.54M shares of LegalZoom (LZ), representing 21.14% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC9.70%0.00%18,293,5531,358,1578.02%153,482,910Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.89%0.06%1,678,468970,342137.03%14,082,347Jun 30, 2024
BANK OF AMERICA CORP /DE/0.50%0.00%945,342794,811528.00%7,931,419Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC2.96%0.22%5,581,315762,61215.83%46,827,233Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.31%0.04%2,466,933521,20026.79%20,697,568Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.27%0.02%500,000500,000100.00%4,195,000Jun 30, 2024
ATOM INVESTORS LP0.37%0.58%691,003386,204126.71%5,797,515Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC1.29%0.24%2,442,411342,13816.29%20,491,828Jun 30, 2024
NORGES BANK0.17%0.00%313,594313,594100.00%2,631,054Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.24%0.02%455,201278,107157.04%3,819,136Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.68%0.00%1,287,927262,33525.58%10,805,814Jun 30, 2024
INVENOMIC CAPITAL MANAGEMENT LP0.13%0.10%249,828249,828100.00%2,096,057Jun 30, 2024
STATE STREET CORP1.56%0.00%2,939,732238,9088.85%24,664,351,000Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.23%0.01%432,144238,719123.42%3,625,688Jun 30, 2024
GOLDMAN SACHS GROUP INC0.29%0.00%538,247212,95565.47%4,515,893Jun 30, 2024
MARSHALL WACE, LLP0.11%0.00%212,626212,626100.00%1,783,933Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.11%0.00%200,000200,000100.00%1,678,000Jun 30, 2024
TABOR ASSET MANAGEMENT, LP0.63%4.26%1,195,224197,30019.77%7,984,096Jun 30, 2024
TREXQUANT INVESTMENT LP0.18%0.04%342,382190,526125.46%2,872,585Jun 30, 2024
COASTAL BRIDGE ADVISORS, LLC1.06%4.16%1,996,558184,69610.19%16,751,122Jun 30, 2024

As of Jun 30 2024, LegalZoom's largest institutional buyer is VANGUARD GROUP INC. The company purchased 1.36M stocks of LZ, valued at $153.48M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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/IL0.78%0.04%1,479,345-2,357,047-61.44%12,411,705Jun 30, 2024
MACQUARIE GROUP LTD----2,060,193-100.00%-Jun 30, 2024
FMR LLC0.00%-2,540-1,791,725-99.86%21,311Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.02%0.00%42,364-1,304,753-96.86%355,433Jun 30, 2024
BLACKROCK INC.5.22%0.00%9,853,452-1,281,444-11.51%82,670,461Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.16%0.00%300,755-899,981-74.95%2,523,000Jun 30, 2024
MORGAN STANLEY0.51%0.00%963,196-619,129-39.13%8,081,219Jun 30, 2024
PEAK6 INVESTMENTS LLC0.20%0.01%382,400-566,200-59.69%3,208,336Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.11%0.01%212,981-490,854-69.74%1,786,909Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.16%0.00%294,459-422,623-58.94%2,470,510Jun 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, LP0.04%0.00%72,547-295,384-80.28%608,669Jun 30, 2024
ROYCE & ASSOCIATES LP----251,000-100.00%-Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.04%0.00%70,772-173,558-71.03%593,777Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC0.00%0.00%2,190-161,347-98.66%18,375Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----159,926-100.00%-Jun 30, 2024
PORTMAN LTD----150,784-100.00%-Jun 30, 2024

As of Jun 30 2024, LegalZoom's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -3.39M shares of LZ, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALYESKA INVESTMENT GROUP, L.P.0.27%0.02%500,000500,000100.00%4,195,000Jun 30, 2024
NORGES BANK0.17%0.00%313,594313,594100.00%2,631,054Jun 30, 2024
INVENOMIC CAPITAL MANAGEMENT LP0.13%0.10%249,828249,828100.00%2,096,057Jun 30, 2024
MARSHALL WACE, LLP0.11%0.00%212,626212,626100.00%1,783,933Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.11%0.00%200,000200,000100.00%1,678,000Jun 30, 2024
TABOR ASSET MANAGEMENT, LP0.08%0.52%144,500144,500100.00%965,260Jun 30, 2024
PEAK6 INVESTMENTS LLC0.06%0.00%114,409114,409100.00%959,892Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.04%0.12%82,62982,629100.00%693,257Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%74,15874,158100.00%622,186Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%68,33468,334100.00%573,322Jun 30, 2024
SEVEN EIGHT CAPITAL, LP0.02%0.03%38,35738,357100.00%321,815Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC0.02%0.00%36,73636,736100.00%308,215Jun 30, 2024
ENTROPY TECHNOLOGIES, LP0.02%0.03%34,86034,860100.00%292,475Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.02%0.05%33,25933,259100.00%279,043Jun 30, 2024
SIMPLEX TRADING, LLC0.02%0.00%31,17531,175100.00%261,000Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP0.01%0.00%24,85824,858100.00%208,559Jun 30, 2024
QUANTEDGE CAPITAL PTE LTD0.01%0.07%23,80023,800100.00%199,682Jun 30, 2024
OLYMPIAD RESEARCH LP0.01%0.09%15,20215,202100.00%127,545Jun 30, 2024
BANK OF MONTREAL /CAN/0.01%-14,12014,120100.00%118,749Jun 30, 2024
MAGNETAR FINANCIAL LLC0.01%0.00%13,76613,766100.00%115,497Jun 30, 2024
NVERSES CAPITAL, LLC0.01%0.07%13,60013,600100.00%114,104Jun 30, 2024
QUADRATURE CAPITAL LTD0.01%0.00%12,42012,420100.00%104,204Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.01%0.00%10,15410,154100.00%85,192Jun 30, 2024
GROUP ONE TRADING, L.P.0.00%0.00%9,0779,077100.00%76,156,000Jun 30, 2024
POINT72 (DIFC) LTD0.00%0.00%8,4508,450100.00%70,897Jun 30, 2024
OPTIVER HOLDING B.V.0.00%-2,0382,038100.00%17,099Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.00%0.00%2,0002,000100.00%16,780Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC0.00%0.00%1,8731,873100.00%15,714Jun 30, 2024
HUNTINGTON NATIONAL BANK0.00%0.00%1,0251,025100.00%8,600Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-390390100.00%3,272Jun 30, 2024
MATHER GROUP, LLC.0.00%-268268100.00%3,575Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%187187100.00%1,569Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.--33100.00%26Jun 30, 2024
SJS INVESTMENT CONSULTING INC.--22100.00%17Jun 30, 2024

LegalZoom's largest new institutional shareholder by number of shares is ALYESKA INVESTMENT GROUP, L.P., purchased 500.00K shares, valued at $4.20M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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's largest sold out institutional shareholder by shares sold is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., sold -3.39M shares, valued at -, as of undefined.

LegalZoom Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
T. Rowe Price Global Technology Fund, Inc.1.90%945,856--Mar 31, 2024
Vanguard Montgomery Funds1.38%330,53331,90510.68%Mar 31, 2024
BlackRock Science & Technology Trust II1.12%619,911104,31620.23%Mar 31, 2024
T. Rowe Price New Horizons Fund, Inc.0.77%3,866,713--Mar 31, 2024
Manager Directed Portfolios0.73%120,288--Jan 31, 2024
ALGER FUNDS II0.49%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 INC0.41%968,480-71,650-6.89%Mar 28, 2024
WASATCH FUNDS TRUST0.36%3,292,227--Mar 31, 2024
FRANKLIN STRATEGIC SERIES0.32%2,680,980--Jan 31, 2024
T. Rowe Price All-Cap Opportunities Fund, Inc.0.26%485,227--Mar 31, 2024
REYNOLDS FUNDS INC0.25%2,800--Mar 31, 2024
ALGER INSTITUTIONAL FUNDS0.23%60,985--Jan 31, 2024
NEUBERGER BERMAN ALTERNATIVE FUNDS0.18%2,298,334--Jan 31, 2024
ALGER PORTFOLIOS0.17%63,985--Dec 31, 2023
NEUBERGER BERMAN EQUITY FUNDS0.16%1,612,088--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.16%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 FUNDS0.15%144,125--Jan 31, 2024
ALLSPRING VARIABLE TRUST0.13%82,50076,8831368.76%Mar 31, 2024
Ultimus Managers Trust0.10%1,156,663160,51216.11%Jan 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.09%8,863--Feb 29, 2024
Federated Hermes MDT Series0.09%220,1762,9031.34%Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.08%95,049-4,135-4.17%Mar 28, 2024
VANGUARD HORIZON FUNDS0.08%1,807,027-76,044-4.04%Mar 31, 2024
VANGUARD EXPLORER FUND0.07%907,226354,04864.00%Jan 31, 2024
T. Rowe Price Science & Technology Fund, Inc.0.07%102,211--Mar 31, 2024
Voya EQUITY TRUST0.07%100,1887,1747.71%Feb 29, 2024
MFS SERIES TRUST I0.07%1,297,451--Feb 29, 2024
T. Rowe Price Equity Funds, Inc.0.06%680,312--Mar 31, 2024
TIMOTHY PLAN0.05%241,665105,36277.30%Mar 31, 2024
MADISON FUNDS0.05%275,349159,024136.71%Jan 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.05%149,817--Mar 31, 2024
ROYCE FUND0.04%251,00024,00010.57%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.04%234,52819,3939.01%Mar 31, 2024
Capitol Series Trust0.04%354,000--Jan 31, 2024
FIDELITY MT VERNON STREET TRUST0.04%1,023,481-206,472-16.79%Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.03%19,6131,6409.12%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.03%114,288-59,953-34.41%Jan 31, 2024
Bernstein Fund Inc0.03%249,370--Mar 31, 2024
VANGUARD INDEX FUNDS0.03%11,849,764-1,718,832-12.67%Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS0.02%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 Trust0.02%152,23718,25613.63%Mar 31, 2024
FIDELITY COMMONWEALTH TRUST0.01%41,1516511.61%Feb 29, 2024
RENAISSANCE CAPITAL GREENWICH FUNDS0.01%9,317--Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.01%111,839--Mar 28, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,559--Mar 31, 2024
TrimTabs ETF Trust0.01%7,028-556-7.33%Jan 31, 2024
SCHWAB CAPITAL TRUST0.01%444,66045,56211.42%Jan 31, 2024
North Square Investments Trust0.01%96,3408,90010.18%Feb 29, 2024
MFS VARIABLE INSURANCE TRUST0.01%297,215--Mar 31, 2024
Ivy Variable Insurance Portfolios0.01%210,17123,29412.46%Mar 28, 2024
BNY Mellon Strategic Funds, Inc.0.01%20,470--Mar 31, 2024
FIDELITY SECURITIES FUND0.01%808,264--Jan 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.01%340,261135,18465.92%Mar 31, 2024
BlackRock ETF Trust0.01%5,728-1,805-23.96%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.01%201,61911,0505.80%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.01%1,151,33515,0531.32%Feb 29, 2024
Calvert Variable Products, Inc.0.00%13,3451,0748.75%Mar 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.00%65,898-2,898-4.21%Feb 29, 2024
IVY FUNDS0.00%1,304,57239,5283.12%Mar 28, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.00%175,422-19,491-10.00%Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%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 FUNDS0.00%87,873-6,822-7.20%Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%10,777--Mar 31, 2024
Columbia Funds Variable Series Trust II0.00%71,39767,1971599.93%Mar 31, 2024
THRIVENT SERIES FUND INC0.00%179,806--Mar 28, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.00%12,100--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%6,40493717.14%Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%148,63554,22657.44%Feb 29, 2024
THRIVENT MUTUAL FUNDS0.00%108,20196,695840.39%Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%20,5796,07041.84%Jan 31, 2024
ALLSPRING MASTER TRUST0.00%70,50069,83810549.55%Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%620,2038,6791.42%Feb 29, 2024
Global X Funds0.00%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%23,1701,6127.48%Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%9,6799,679-Mar 28, 2024
GPS Funds I0.00%5,393--Mar 31, 2024
NORTHERN LIGHTS FUND TRUST III0.00%10,110-8,940-46.93%Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%48,7006,10014.32%Mar 31, 2024
Dimensional ETF Trust0.00%310,652144,83287.34%Jan 31, 2024
VANGUARD WORLD FUND0.00%137,07341,86143.97%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%6,7561,11519.77%Mar 31, 2024
Janus Detroit Street Trust0.00%77,783--Jan 31, 2024
FIDELITY ADVISOR SERIES I0.00%90,800--Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%38,777360.09%Jan 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%14,59914,599-Mar 31, 2024
Voya PARTNERS INC0.00%33,469--Mar 31, 2024
NORTHERN FUNDS0.00%57,4635,22810.01%Mar 28, 2024
Goldman Sachs ETF Trust0.00%34,472-337-0.97%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%329,436169,987106.61%Jan 31, 2024
Fidelity Rutland Square Trust II0.00%360,997-49,580-12.08%Feb 29, 2024
EQ ADVISORS TRUST0.00%337,47851,36317.95%Mar 31, 2024
iSHARES TRUST0.00%4,614,486234,7215.36%Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%544,432124,92229.78%Feb 29, 2024

LegalZoom's largest mutual fund holder by % of total assets is "T. Rowe Price Global Technology Fund, Inc.", owning 945.86K shares, compromising 1.90% of its total assets.

LegalZoom Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24185-10.19%
31 Mar, 24206-3.29%
31 Dec, 232138.67%
30 Sep, 231965.95%
30 Jun, 2318517.83%
31 Mar, 23157-1.26%
31 Dec, 2215911.97%
30 Sep, 22142-0.70%
30 Jun, 2214312.60%
31 Mar, 22127-1.55%
31 Dec, 2112929.00%
30 Sep, 211008.70%
30 Jun, 2192-

As of 30 Jun 24, 185 institutions are holding LegalZoom's shares, representing a decrease of -10.19% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24142,405,870-8.52%
31 Mar, 24155,672,1911.06%
31 Dec, 23154,039,8366.53%
30 Sep, 23144,599,94611.02%
30 Jun, 23130,246,3292.21%
31 Mar, 23127,427,156-1.17%
31 Dec, 22128,941,409-3.56%
30 Sep, 22133,695,275-3.37%
30 Jun, 22138,357,8264.63%
31 Mar, 22132,238,9231.69%
31 Dec, 21130,042,90035.01%
30 Sep, 2196,321,49019.55%
30 Jun, 2180,570,148-

LegalZoom (LZ) has 142.41M shares outstanding as of 30 Jun 24, down -8.52% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2475.50%1.13%
31 Mar, 2481.73%1.34%
31 Dec, 2378.01%1.37%
30 Sep, 2375.57%1.63%
30 Jun, 2368.09%1.53%
31 Mar, 2366.61%1.48%
31 Dec, 2267.02%1.42%
30 Sep, 2268.59%1.40%
30 Jun, 2269.94%1.57%
31 Mar, 2266.70%1.54%
31 Dec, 2165.79%2.73%
30 Sep, 2149.06%1.19%
30 Jun, 2164.24%-

As of 30 Jun 24, LegalZoom is held by 75.50% institutional shareholders, representing a 1.13% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24107-0.93%
31 Mar, 24108-21.17%
31 Dec, 2313737.00%
30 Sep, 23100-16.67%
30 Jun, 2312042.86%
31 Mar, 23845.00%
31 Dec, 22809.59%
30 Sep, 2273-17.05%
30 Jun, 228831.34%
31 Mar, 2267-22.09%
31 Dec, 218628.36%
30 Sep, 2167-27.17%
30 Jun, 2192-

107 institutional shareholders have increased their position in LZ stock as of 30 Jun 24 compared to 108 in the previous quarter (a -0.93% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2447-21.67%
31 Mar, 246046.34%
31 Dec, 2341-28.07%
30 Sep, 235754.05%
30 Jun, 23375.71%
31 Mar, 2335-22.22%
31 Dec, 224515.38%
30 Sep, 223934.48%
30 Jun, 2229-17.14%
31 Mar, 223534.62%
31 Dec, 212662.50%
30 Sep, 2116-
30 Jun, 21--

47 institutional shareholders have reduced their position in LZ stock as of 30 Jun 24 compared to 60 in the previous quarter (a -21.67% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24185-10.19%142,405,870-8.52%75.50%1.13%107-0.93%47-21.67%
31 Mar, 24206-3.29%155,672,1911.06%81.73%1.34%108-21.17%6046.34%
31 Dec, 232138.67%154,039,8366.53%78.01%1.37%13737.00%41-28.07%
30 Sep, 231965.95%144,599,94611.02%75.57%1.63%100-16.67%5754.05%
30 Jun, 2318517.83%130,246,3292.21%68.09%1.53%12042.86%375.71%
31 Mar, 23157-1.26%127,427,156-1.17%66.61%1.48%845.00%35-22.22%
31 Dec, 2215911.97%128,941,409-3.56%67.02%1.42%809.59%4515.38%
30 Sep, 22142-0.70%133,695,275-3.37%68.59%1.40%73-17.05%3934.48%
30 Jun, 2214312.60%138,357,8264.63%69.94%1.57%8831.34%29-17.14%
31 Mar, 22127-1.55%132,238,9231.69%66.70%1.54%67-22.09%3534.62%
31 Dec, 2112929.00%130,042,90035.01%65.79%2.73%8628.36%2662.50%
30 Sep, 211008.70%96,321,49019.55%49.06%1.19%67-27.17%16-
30 Jun, 2192-80,570,148-64.24%-92---

LegalZoom Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024Miller Nicoleofficer CHIEF LEGAL OFFICERS-SaleSell13,727$9.17$125.88K338,956
May 17, 2024Watson Noel Bertramofficer Chief Financial OfficerS-SaleSell25,000$9.44$236.00K748,912
Mar 18, 2024Preece Richardofficer Chief Operating OfficerS-SaleSell9,462$13.17$124.61K498,519
Mar 04, 2024Murphy John Francisdirector-S-SaleSell10,000$12.47$124.74K40,507

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024Miller Nicoleofficer CHIEF LEGAL OFFICERF-InKindSell19,285$9.49$183.01K352,683
May 17, 2024Miller Nicoleofficer CHIEF LEGAL OFFICERS-SaleSell13,727$9.17$125.88K338,956
May 17, 2024Watson Noel Bertramofficer Chief Financial OfficerF-InKindSell39,253$9.49$372.51K771,912
May 17, 2024Watson Noel Bertramofficer Chief Financial OfficerS-SaleSell25,000$9.44$236.00K748,912
May 17, 2024Radhakrishna Shrishaofficer Chief Product Officer and CTOF-InKindSell40,112$9.49$380.66K949,231
May 17, 2024Wernikoff Daniel Adirector, officer Chief Executive OfficerF-InKindSell42,549$9.49$403.79K1,119,993
Mar 18, 2024Preece Richardofficer Chief Operating OfficerS-SaleSell9,462$13.17$124.61K498,519
Mar 04, 2024Murphy John Francisdirector-S-SaleSell10,000$12.47$124.74K40,507

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 10, 2024Watson Noel Bertramofficer Chief Financial OfficerA-AwardBuy191,082--939,994
Jul 10, 2024Miller Nicoleofficer CHIEF LEGAL OFFICERA-AwardBuy191,082--530,038
Jul 10, 2024Radhakrishna Shrishaofficer Chief Product Officer and CTOA-AwardBuy191,082--1,140,313
Jul 10, 2024Stibel Jeffrey Mdirector, officer Chief Executive OfficerA-AwardBuy535,031--5,987,794
Jul 10, 2024Stibel Jeffrey Mdirector, officer Chief Executive OfficerA-AwardBuy5,350,318--5,452,763
Jun 07, 2024Hamren Elizabethdirector-A-AwardBuy21,080--67,249
Jun 07, 2024Whiteley Sivandirector-A-AwardBuy21,080--73,549
Jun 07, 2024Murphy John Francisdirector-A-AwardBuy21,080--61,587
May 17, 2024Miller Nicoleofficer CHIEF LEGAL OFFICERF-InKindSell19,285$9.49$183.01K352,683
May 17, 2024Miller Nicoleofficer CHIEF LEGAL OFFICERS-SaleSell13,727$9.17$125.88K338,956
May 17, 2024Watson Noel Bertramofficer Chief Financial OfficerF-InKindSell39,253$9.49$372.51K771,912
May 17, 2024Watson Noel Bertramofficer Chief Financial OfficerS-SaleSell25,000$9.44$236.00K748,912
May 17, 2024Radhakrishna Shrishaofficer Chief Product Officer and CTOF-InKindSell40,112$9.49$380.66K949,231
May 17, 2024Wernikoff Daniel Adirector, officer Chief Executive OfficerF-InKindSell42,549$9.49$403.79K1,119,993
Mar 18, 2024Preece Richardofficer Chief Operating OfficerS-SaleSell9,462$13.17$124.61K498,519
Mar 11, 2024Wernikoff Daniel Adirector, officer Chief Executive OfficerA-AwardBuy365,853--1,160,542
Mar 11, 2024Watson Noel Bertramofficer Chief Financial OfficerA-AwardBuy206,881--811,165
Mar 11, 2024Miller Nicoleofficer EVP and General CounselA-AwardBuy163,327--371,968
Mar 11, 2024Radhakrishna Shrishaofficer Chief Product Officer and CTOA-AwardBuy304,878--987,343
Mar 04, 2024Murphy John Francisdirector-S-SaleSell10,000$12.47$124.74K40,507

The last insider sell of LegalZoom's stock was made by Miller Nicole on May 17 2024, selling 19,285 shares at $9.49 per share (valued at $183.01K).

LegalZoom Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20245--
Q2 20243650.00%
Q1 20244944.44%
Q4 2023-13-
Q3 2023-7-
Q2 20233560.00%
Q1 2023107142.86%
Q4 2022-5-
Q3 20224580.00%
Q2 202275140.00%
Q1 202286133.33%
Q4 2021-8-
Q3 202154125.00%
Q2 2021121392.31%
Q3 2011-31-
Q2 2011-1-
Q1 2011101190.91%
Q4 2010-6-
Q3 201041330.77%
Q2 201052250.00%

5 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by LegalZoom's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/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-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of LegalZoom's stocks.

LegalZoom Peer Ownership


TickerCompany
CASSCass Information Systems, Inc.
AZZAZZ Inc.
PFSWPFSweb, Inc.
FAFirst Advantage Corporation
MMSMaximus, Inc.
CBZCBIZ, Inc.
BVBrightView Holdings, Inc.
CVEOCiveo Corporation

LZ Ownership FAQ


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).

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.

As of Jun 2024, there are 185 institutional shareholders of LegalZoom.

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).

As of Jun 2024, VANGUARD GROUP INC holds 18.29M shares of LegalZoom (LZ), compromising 9.70% of the company, valued at $153.48M.

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).