LegalZoom Ownership 2024 | Who Owns LegalZoom Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

38.35%

Insider Ownership

4.20%

Retail Ownership

57.46%

Institutional Holders

104.00

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	15.03%	34.95%	28,625,744	-	-	381,867,425	Mar 31, 2024
VANGUARD GROUP INC	8.89%	0.00%	16,935,396	1,158,252	7.34%	225,918,182	Mar 31, 2024
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD.	8.61%	25.79%	16,396,313	-	-	218,726,815	Mar 31, 2024
BLACKROCK INC.	5.85%	0.00%	11,134,896	510,975	4.81%	148,539,513	Mar 31, 2024
GPI CAPITAL, L.P.	5.01%	28.53%	9,541,916	-	-	127,289,159	Mar 31, 2024
HAWK RIDGE CAPITAL MANAGEMENT LP	3.09%	3.54%	5,892,728	158,375	2.76%	78,608,992	Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC	2.53%	0.51%	4,818,703	1,843,427	61.96%	64,282,000	Mar 31, 2024
BLAIR WILLIAM & CO/IL	2.01%	0.16%	3,836,392	195,512	5.37%	51,177,463	Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.78%	0.03%	3,392,272	52,445	1.57%	45,253,000	Mar 31, 2024
BOSTON PARTNERS	1.66%	0.05%	3,154,584	-83,353	-2.57%	41,690,356	Mar 31, 2024
FRANKLIN RESOURCES INC	1.57%	0.01%	2,982,924	-59,727	-1.96%	39,792,200	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.52%	0.00%	2,889,011	258,686	9.83%	38,544,670	Mar 31, 2024
STATE STREET CORP	1.42%	0.00%	2,700,824	296,248	12.32%	36,028,992	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	1.39%	0.01%	2,656,516	682,280	34.56%	35,437,923	Mar 31, 2024
ARARAT CAPITAL MANAGEMENT LP	1.32%	9.55%	2,520,285	-20,592	-0.81%	33,620,602	Mar 31, 2024
ARROWMARK COLORADO HOLDINGS LLC	1.10%	0.31%	2,100,273	-154,581	-6.86%	28,017,642	Mar 31, 2024
MACQUARIE GROUP LTD	1.08%	0.03%	2,060,193	114,503	5.88%	27,483,000	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	1.02%	0.04%	1,945,733	-443,400	-18.56%	25,956,000	Mar 31, 2024
COASTAL BRIDGE ADVISORS, LLC	0.95%	5.56%	1,811,862	-76,400	-4.05%	24,170,239	Mar 31, 2024
FMR LLC	0.94%	0.00%	1,794,265	-400,515	-18.25%	23,935,496	Mar 31, 2024

LegalZoom's largest institutional shareholder is FRANCISCO PARTNERS MANAGEMENT, LP, holding 15.03% of the company's total share outstanding, currently valued at $381.87M. The top 10 institutional shareholders own together 54.46% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FRANCISCO PARTNERS MANAGEMENT, LP	15.03%	34.95%	28,625,744	-	-	381,867,425	Mar 31, 2024
GPI CAPITAL, L.P.	5.01%	28.53%	9,541,916	-	-	127,289,159	Mar 31, 2024
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD.	8.61%	25.79%	16,396,313	-	-	218,726,815	Mar 31, 2024
ARARAT CAPITAL MANAGEMENT LP	1.32%	9.55%	2,520,285	-20,592	-0.81%	33,620,602	Mar 31, 2024
HILLMAN CO	0.63%	7.51%	1,207,194	-	-	16,103,968	Mar 31, 2024
COASTAL BRIDGE ADVISORS, LLC	0.95%	5.56%	1,811,862	-76,400	-4.05%	24,170,239	Mar 31, 2024
TABOR ASSET MANAGEMENT, LP	0.52%	5.54%	997,924	268,217	36.76%	13,312,306	Mar 31, 2024
HAWK RIDGE CAPITAL MANAGEMENT LP	3.09%	3.54%	5,892,728	158,375	2.76%	78,608,992	Mar 31, 2024
PORTMAN LTD	0.08%	2.70%	150,784	-	-	2,011,459	Mar 31, 2024
WASHINGTON HARBOUR PARTNERS LP	0.03%	1.07%	49,600	49,600	100.00%	661,664	Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC	2.53%	0.51%	4,818,703	1,843,427	61.96%	64,282,000	Mar 31, 2024
ATOM INVESTORS LP	0.16%	0.51%	304,799	31,766	11.63%	4,066,019	Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.	0.23%	0.47%	446,770	35,000	8.50%	5,959,912	Mar 31, 2024
ESSEX INVESTMENT MANAGEMENT CO LLC	0.09%	0.45%	170,241	810	0.48%	2,271,015	Mar 31, 2024
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP.	0.07%	0.32%	138,392	29,988	27.66%	1,844,073	Mar 31, 2024
ARROWMARK COLORADO HOLDINGS LLC	1.10%	0.31%	2,100,273	-154,581	-6.86%	28,017,642	Mar 31, 2024
SYSTM WEALTH SOLUTIONS LLC	0.09%	0.28%	163,537	43,145	35.84%	2,181,584,000	Mar 31, 2024
ADAMS STREET PARTNERS LLC	0.02%	0.24%	45,234	45,234	100.00%	603,422	Mar 31, 2024
PDT PARTNERS, LLC	0.09%	0.22%	176,377	15,543	9.66%	2,352,869	Mar 31, 2024
FCF ADVISORS LLC	0.03%	0.20%	58,515	58,515	100.00%	780,590	Mar 31, 2024

The largest LegalZoom shareholder by % of total assets is FRANCISCO PARTNERS MANAGEMENT, LP. The company owns 28.63M shares of LegalZoom (LZ), representing 34.95% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WESTWOOD HOLDINGS GROUP INC	2.53%	0.51%	4,818,703	1,843,427	61.96%	64,282,000	Mar 31, 2024
VANGUARD GROUP INC	8.89%	0.00%	16,935,396	1,158,252	7.34%	225,918,182	Mar 31, 2024
PEAK6 INVESTMENTS LLC	0.50%	0.03%	948,600	938,300	9109.71%	12,654,324	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	0.00%	898,000	898,000	100.00%	11,979,320	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	1.39%	0.01%	2,656,516	682,280	34.56%	35,437,923	Mar 31, 2024
BLACKROCK INC.	5.85%	0.00%	11,134,896	510,975	4.81%	148,539,513	Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.71%	0.03%	1,347,117	403,261	42.72%	17,970,540	Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.	0.21%	0.01%	399,045	375,445	1590.87%	5,323,260	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	0.54%	0.00%	1,025,592	368,841	56.16%	13,681,397	Mar 31, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC	0.37%	0.04%	708,126	334,865	89.71%	9,446,401	Mar 31, 2024
STATE STREET CORP	1.42%	0.00%	2,700,824	296,248	12.32%	36,028,992	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	0.41%	0.00%	787,650	296,060	60.23%	10,507,252	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	0.24%	0.00%	466,709	285,097	156.98%	6,225,898	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	0.00%	276,600	276,600	100.00%	3,689,844	Mar 31, 2024
TABOR ASSET MANAGEMENT, LP	0.52%	5.54%	997,924	268,217	36.76%	13,312,306	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.52%	0.00%	2,889,011	258,686	9.83%	38,544,670	Mar 31, 2024
BLAIR WILLIAM & CO/IL	2.01%	0.16%	3,836,392	195,512	5.37%	51,177,463	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.10%	0.00%	187,740	187,740	100.00%	2,504,452	Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.10%	0.00%	193,425	177,127	1086.80%	2,580,290	Mar 31, 2024
VERITION FUND MANAGEMENT LLC	0.09%	0.02%	177,094	177,094	100.00%	2,362,434	Mar 31, 2024

As of Mar 31 2024, LegalZoom's largest institutional buyer is WESTWOOD HOLDINGS GROUP INC. The company purchased 1.84M stocks of LZ, valued at $64.28M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COWBIRD CAPITAL LP	-	-	-	-1,947,198	-100.00%	-	Mar 31, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	0.03%	0.01%	49,600	-492,500	-90.85%	661,664	Mar 31, 2024
12 WEST CAPITAL MANAGEMENT LP	-	-	-	-450,000	-100.00%	-	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	1.02%	0.04%	1,945,733	-443,400	-18.56%	25,956,000	Mar 31, 2024
FMR LLC	0.94%	0.00%	1,794,265	-400,515	-18.25%	23,935,496	Mar 31, 2024
J. GOLDMAN & CO LP	0.02%	0.02%	36,155	-372,495	-91.15%	482,308	Mar 31, 2024
TUDOR INVESTMENT CORP ET AL	0.08%	0.01%	159,926	-311,442	-66.07%	2,133,413	Mar 31, 2024
ELEMENT CAPITAL MANAGEMENT LLC	-	-	-	-246,304	-100.00%	-	Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.38%	0.00%	717,082	-228,347	-24.15%	9,565,874	Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	0.00%	53,613	-225,553	-80.80%	715,197	Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.24%	0.01%	459,110	-220,432	-32.44%	6,124,527	Mar 31, 2024
JPMORGAN CHASE & CO	0.22%	0.00%	420,837	-211,040	-33.40%	5,613,965	Mar 31, 2024
WALLEYE TRADING LLC	0.00%	0.00%	7,400	-205,500	-96.52%	98,716	Mar 31, 2024
CITADEL ADVISORS LLC	0.27%	0.00%	506,900	-194,200	-27.70%	6,762,046	Mar 31, 2024
CITADEL ADVISORS LLC	0.10%	0.00%	198,700	-178,000	-47.25%	2,650,658	Mar 31, 2024
ARROWMARK COLORADO HOLDINGS LLC	1.10%	0.31%	2,100,273	-154,581	-6.86%	28,017,642	Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.37%	0.05%	703,835	-145,310	-17.11%	9,389,159	Mar 31, 2024
D. E. SHAW & CO., INC.	0.57%	0.01%	1,090,479	-128,691	-10.56%	14,546,990	Mar 31, 2024
TREXQUANT INVESTMENT LP	0.08%	0.04%	151,856	-108,963	-41.78%	2,025,759	Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	-	-	-	-99,623	-100.00%	-	Mar 31, 2024

As of Mar 31 2024, LegalZoom's biggest institutional seller is COWBIRD CAPITAL LP. The company sold -1.95M shares of LZ, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	0.00%	898,000	898,000	100.00%	11,979,320	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	0.00%	276,600	276,600	100.00%	3,689,844	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.10%	0.00%	187,740	187,740	100.00%	2,504,452	Mar 31, 2024
BARCLAYS PLC	0.06%	0.00%	120,000	120,000	100.00%	1,601,000	Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.04%	0.01%	73,461	73,461	100.00%	980,000	Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.04%	0.04%	70,797	70,797	100.00%	944,432	Mar 31, 2024
FCF ADVISORS LLC	0.03%	0.20%	58,515	58,515	100.00%	780,590	Mar 31, 2024
WASHINGTON HARBOUR PARTNERS LP	0.03%	1.07%	49,600	49,600	100.00%	661,664	Mar 31, 2024
ADAMS STREET PARTNERS LLC	0.02%	0.24%	45,234	45,234	100.00%	603,422	Mar 31, 2024
LPL FINANCIAL LLC	0.02%	0.00%	33,645	33,645	100.00%	448,824	Mar 31, 2024
IMC-CHICAGO, LLC	0.01%	0.00%	19,872	19,872	100.00%	265,092	Mar 31, 2024
WALLEYE TRADING LLC	0.01%	0.00%	18,901	18,901	100.00%	252,139	Mar 31, 2024
SAVANT CAPITAL, LLC	0.01%	0.00%	18,687	18,687	100.00%	249,285	Mar 31, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT	0.01%	0.00%	18,406	18,406	100.00%	245,537	Mar 31, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP	0.01%	0.01%	17,587	17,587	100.00%	234,611	Mar 31, 2024
BLUESHIFT ASSET MANAGEMENT, LLC	0.01%	0.11%	15,907	15,907	100.00%	212,199	Mar 31, 2024
AXQ CAPITAL, LP	0.01%	0.05%	15,000	15,000	100.00%	200,100	Mar 31, 2024
WOLVERINE TRADING, LLC	0.01%	0.00%	14,300	14,300	100.00%	190,762	Mar 31, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	0.01%	0.01%	10,357	10,357	100.00%	138,162	Mar 31, 2024
COUNTERPOINT MUTUAL FUNDS LLC	0.01%	0.03%	10,110	10,110	100.00%	134,867	Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.00%	0.00%	3,450	3,450	100.00%	46,265,000	Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC	0.00%	0.00%	2,800	2,800	100.00%	37,352	Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	20	20	100.00%	266	Mar 31, 2024

LegalZoom's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 898.00K shares, valued at $11.98M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COWBIRD CAPITAL LP	-	-	-	-1,947,198	-100.00%	-	Mar 31, 2024
12 WEST CAPITAL MANAGEMENT LP	-	-	-	-450,000	-100.00%	-	Mar 31, 2024
ELEMENT CAPITAL MANAGEMENT LLC	-	-	-	-246,304	-100.00%	-	Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	-	-	-	-99,623	-100.00%	-	Mar 31, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	-	-	-	-96,000	-100.00%	-	Mar 31, 2024
NUMERAI GP LLC	-	-	-	-92,622	-100.00%	-	Mar 31, 2024
PETRUS TRUST COMPANY, LTA	-	-	-	-70,021	-100.00%	-	Mar 31, 2024
VERSOR INVESTMENTS LP	-	-	-	-58,501	-100.00%	-	Mar 31, 2024
APG ASSET MANAGEMENT N.V.	-	-	-	-49,850	-100.00%	-	Mar 31, 2024
XTX TOPCO LTD	-	-	-	-40,688	-100.00%	-	Mar 31, 2024
CIPHER CAPITAL LP	-	-	-	-28,422	-100.00%	-	Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.	-	-	-	-20,356	-100.00%	-	Mar 31, 2024
Y.D. MORE INVESTMENTS LTD	-	-	-	-19,119	-100.00%	-	Mar 31, 2024
LEXINGTON PARTNERS L.P.	-	-	-	-16,885	-100.00%	-	Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP	-	-	-	-13,932	-100.00%	-	Mar 31, 2024
NOMURA HOLDINGS INC	-	-	-	-10,647	-100.00%	-	Mar 31, 2024
SQUAREPOINT OPS LLC	-	-	-	-10,580	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-7,742	-100.00%	-	Mar 31, 2024
CUTLER GROUP LLC / CA	-	-	-	-5,600	-100.00%	-	Mar 31, 2024
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	-	-	-	-5,395	-100.00%	-	Mar 31, 2024
SANDIA INVESTMENT MANAGEMENT LP	-	-	-	-2,990	-100.00%	-	Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC	-	-	-	-1,500	-100.00%	-	Mar 31, 2024
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	-	-	-	-1,033	-100.00%	-	Mar 31, 2024
PLATO INVESTMENT MANAGEMENT LTD	-	-	-	-902	-100.00%	-	Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.	-	-	-	-617	-100.00%	-	Mar 31, 2024
GLASSMAN WEALTH SERVICES	-	-	-	-57	-100.00%	-	Mar 31, 2024

LegalZoom's largest sold out institutional shareholder by shares sold is COWBIRD CAPITAL LP, sold -1.95M shares, valued at -, as of undefined.

LegalZoom Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Vanguard Montgomery Funds	7.41%	298,628	155,070	108.02%	Dec 31, 2023
T. Rowe Price Global Technology Fund, Inc.	1.81%	945,856	-	-	Dec 31, 2023
BlackRock Science & Technology Trust II	1.24%	635,469	-115,863	-15.42%	Dec 31, 2023
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.	0.42%	1,559,238	225,604	16.92%	Dec 31, 2023
WASATCH FUNDS TRUST	0.36%	3,292,227	-	-	Mar 31, 2024
MERIDIAN FUND INC	0.29%	1,040,130	114,802	12.41%	Dec 29, 2023
T. Rowe Price New Horizons Fund, Inc.	0.26%	3,866,713	-	-	Dec 31, 2023
REYNOLDS FUNDS INC	0.25%	2,800	-	-	Mar 31, 2024
ALGER INSTITUTIONAL FUNDS	0.23%	60,985	-	-	Jan 31, 2024
T. Rowe Price All-Cap Opportunities Fund, Inc.	0.19%	485,227	-	-	Dec 31, 2023
NEUBERGER BERMAN ALTERNATIVE FUNDS	0.18%	2,298,334	-	-	Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.17%	84,470	-	-	Dec 31, 2023
ALGER PORTFOLIOS	0.17%	63,985	-	-	Dec 31, 2023
NEUBERGER BERMAN EQUITY FUNDS	0.16%	1,612,088	-	-	Feb 29, 2024
Neuberger Berman Next Generation Connectivity Fund Inc.	0.15%	284,300	-	-	Jan 31, 2024
ALGER FUNDS	0.15%	144,125	-	-	Jan 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.10%	55,780	-	-	Dec 31, 2023
T. Rowe Price Tax-Efficient Funds, Inc.	0.09%	8,863	-	-	Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS IV	0.09%	99,184	42,615	75.33%	Dec 29, 2023
Federated Hermes MDT Series	0.09%	220,176	2,903	1.34%	Jan 31, 2024
VANGUARD HORIZON FUNDS	0.09%	1,883,071	858,440	83.78%	Dec 31, 2023
VANGUARD EXPLORER FUND	0.07%	907,226	354,048	64.00%	Jan 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
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.	0.04%	149,817	-	-	Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.04%	17,973	2,604	16.94%	Dec 31, 2023
T. Rowe Price Equity Funds, Inc.	0.04%	680,312	105,616	18.38%	Dec 31, 2023
ROYCE FUND	0.04%	227,000	63,000	38.41%	Dec 31, 2023
FIDELITY MT VERNON STREET TRUST	0.04%	1,023,481	-206,472	-16.79%	Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC	0.03%	215,135	38,093	21.52%	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.03%	114,288	-59,953	-34.41%	Jan 31, 2024
VANGUARD INDEX FUNDS	0.03%	13,568,596	3,412,516	33.60%	Dec 31, 2023
T. Rowe Price Science & Technology Fund, Inc.	0.03%	102,211	-	-	Dec 31, 2023
Bernstein Fund Inc	0.02%	249,370	200,705	412.42%	Dec 31, 2023
T. Rowe Price Mid-Cap Growth Fund, Inc.	0.02%	275,004	-	-	Dec 31, 2023
VANGUARD QUANTITATIVE FUNDS	0.02%	199,200	82,900	71.28%	Dec 31, 2023
IVY FUNDS	0.02%	1,265,044	614,929	94.59%	Dec 29, 2023
RENAISSANCE CAPITAL GREENWICH FUNDS	0.02%	9,317	-	-	Dec 31, 2023
DRIEHAUS MUTUAL FUNDS	0.01%	111,839	-	-	Dec 29, 2023
Securian Funds Trust	0.01%	133,981	66,892	99.71%	Dec 31, 2023
FIDELITY COMMONWEALTH TRUST	0.01%	41,151	651	1.61%	Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 1	0.01%	2,559	-	-	Dec 31, 2023
TrimTabs ETF Trust	0.01%	7,028	-556	-7.33%	Jan 31, 2024
ALLSPRING VARIABLE TRUST	0.01%	5,617	-	-	Dec 31, 2023
North Square Investments Trust	0.01%	96,340	8,900	10.18%	Feb 29, 2024
MFS VARIABLE INSURANCE TRUST	0.01%	297,215	-	-	Dec 31, 2023
BNY Mellon Strategic Funds, Inc.	0.01%	20,470	-	-	Mar 31, 2024
FIDELITY SECURITIES FUND	0.01%	808,264	-	-	Jan 31, 2024
Ivy Variable Insurance Portfolios	0.01%	186,877	92,886	98.82%	Dec 29, 2023
BlackRock ETF Trust	0.01%	5,728	-1,805	-23.96%	Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.01%	190,569	-28,671	-13.08%	Dec 31, 2023
TIAA-CREF LIFE FUNDS	0.01%	16,223	-277	-1.68%	Dec 31, 2023
FIDELITY CONCORD STREET TRUST	0.01%	1,151,335	15,053	1.32%	Feb 29, 2024
FundVantage Trust	0.01%	25,511	-	-	Jan 31, 2024
Calvert Variable Products, Inc.	0.00%	12,271	1,920	18.55%	Dec 31, 2023
T. Rowe Price Spectrum Funds II, Inc.	0.00%	65,898	-2,898	-4.21%	Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS	0.00%	205,077	35,638	21.03%	Dec 31, 2023
BLACKROCK LARGE CAP SERIES FUNDS, INC.	0.00%	175,422	-19,491	-10.00%	Feb 29, 2024
RBB FUND, INC.	0.00%	326,508	-37,203	-10.23%	Feb 29, 2024
SCHWAB STRATEGIC TRUST	0.00%	620,203	8,679	1.42%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	94,695	11,422	13.72%	Dec 31, 2023
T. Rowe Price Global Allocation Fund, Inc.	0.00%	5,277	-	-	Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.00%	10,777	-	-	Dec 31, 2023
THRIVENT SERIES FUND INC	0.00%	179,806	179,806	-	Dec 29, 2023
VARIABLE INSURANCE PRODUCTS FUND III	0.00%	12,100	-	-	Dec 31, 2023
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
T. Rowe Price Index Trust, Inc.	0.00%	21,558	-	-	Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	5,467	-	-	Dec 31, 2023
ALLSPRING MASTER TRUST	0.00%	70,500	69,838	10549.55%	Feb 29, 2024
GPS Funds I	0.00%	5,393	-	-	Dec 31, 2023
T. Rowe Price Equity Series, Inc.	0.00%	1,665	440	35.92%	Dec 31, 2023
T. Rowe Price International Funds, Inc.	0.00%	77,774	-	-	Jan 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
Janus Detroit Street Trust	0.00%	77,783	-	-	Jan 31, 2024
FIDELITY ADVISOR SERIES I	0.00%	90,800	-	-	Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	42,600	10,300	31.89%	Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	38,777	36	0.09%	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	5,641	-1,933	-25.52%	Dec 31, 2023
Voya PARTNERS INC	0.00%	33,469	-	-	Dec 31, 2023
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
RUSSELL INVESTMENT FUNDS	0.00%	18,122	12,885	246.04%	Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS	0.00%	544,432	124,922	29.78%	Feb 29, 2024
MML SERIES INVESTMENT FUND	0.00%	2,513	-	-	Dec 31, 2023
RYDEX SERIES FUNDS	0.00%	1,073	123	12.95%	Dec 31, 2023
EQ ADVISORS TRUST	0.00%	286,115	21,667	8.19%	Dec 31, 2023
LAZARD FUNDS INC	0.00%	7,669	7,669	-	Dec 31, 2023
ProFunds	0.00%	1,689	691	69.24%	Jan 31, 2024
RUSSELL INVESTMENT CO	0.00%	54,535	32,898	152.05%	Jan 31, 2024
VALIC Co I	0.00%	45,492	5,351	13.33%	Feb 29, 2024
VANGUARD WELLINGTON FUND	0.00%	63,995	29,811	87.21%	Feb 29, 2024
BNY Mellon ETF Trust	0.00%	3,623	-	-	Feb 29, 2024
FLEXSHARES TRUST	0.00%	10,956	-264	-2.35%	Jan 31, 2024

LegalZoom's largest mutual fund holder by % of total assets is "Vanguard Montgomery Funds", owning 298.63K shares, compromising 7.41% of its total assets.

LegalZoom Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	104	-50.48%
31 Dec, 23	210	8.81%
30 Sep, 23	193	6.04%
30 Jun, 23	182	18.95%
31 Mar, 23	153	-1.92%
31 Dec, 22	156	12.23%
30 Sep, 22	139	-0.71%
30 Jun, 22	140	12.90%
31 Mar, 22	124	-1.59%
31 Dec, 21	126	29.90%
30 Sep, 21	97	5.43%
30 Jun, 21	92	-

As of 31 Mar 24, 104 institutions are holding LegalZoom's shares, representing a decrease of -50.48% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	73,037,692	-52.46%
31 Dec, 23	153,644,886	6.29%
30 Sep, 23	144,552,551	11.07%
30 Jun, 23	130,151,173	2.41%
31 Mar, 23	127,083,642	-1.43%
31 Dec, 22	128,927,056	-3.49%
30 Sep, 22	133,594,100	-3.40%
30 Jun, 22	138,299,411	4.62%
31 Mar, 22	132,196,819	1.75%
31 Dec, 21	129,928,099	35.03%
30 Sep, 21	96,223,678	19.43%
30 Jun, 21	80,570,148	-

LegalZoom (LZ) has 73.04M shares outstanding as of 31 Mar 24, down -52.46% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	38.35%	0.63%
31 Dec, 23	77.81%	1.36%
30 Sep, 23	75.55%	1.63%
30 Jun, 23	68.04%	1.54%
31 Mar, 23	66.43%	1.48%
31 Dec, 22	67.01%	1.43%
30 Sep, 22	68.54%	1.40%
30 Jun, 22	69.91%	1.57%
31 Mar, 22	66.68%	1.54%
31 Dec, 21	65.73%	2.74%
30 Sep, 21	49.01%	1.19%
30 Jun, 21	64.24%	-

As of 31 Mar 24, LegalZoom is held by 38.35% institutional shareholders, representing a 0.63% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	54	-60.29%
31 Dec, 23	136	36.00%
30 Sep, 23	100	-15.97%
30 Jun, 23	119	45.12%
31 Mar, 23	82	3.80%
31 Dec, 22	79	9.72%
30 Sep, 22	72	-17.24%
30 Jun, 22	87	29.85%
31 Mar, 22	67	-22.99%
31 Dec, 21	87	31.82%
30 Sep, 21	66	-28.26%
30 Jun, 21	92	-

54 institutional shareholders have increased their position in LZ stock as of 31 Mar 24 compared to 136 in the previous quarter (a -60.29% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	27	-34.15%
31 Dec, 23	41	-26.79%
30 Sep, 23	56	51.35%
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	-14.71%
31 Mar, 22	34	41.67%
31 Dec, 21	24	50.00%
30 Sep, 21	16	-
30 Jun, 21	-	-

27 institutional shareholders have reduced their position in LZ stock as of 31 Mar 24 compared to 41 in the previous quarter (a -34.15% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	104	-50.48%	73,037,692	-52.46%	38.35%	0.63%	54	-60.29%	27	-34.15%
31 Dec, 23	210	8.81%	153,644,886	6.29%	77.81%	1.36%	136	36.00%	41	-26.79%
30 Sep, 23	193	6.04%	144,552,551	11.07%	75.55%	1.63%	100	-15.97%	56	51.35%
30 Jun, 23	182	18.95%	130,151,173	2.41%	68.04%	1.54%	119	45.12%	37	5.71%
31 Mar, 23	153	-1.92%	127,083,642	-1.43%	66.43%	1.48%	82	3.80%	35	-22.22%
31 Dec, 22	156	12.23%	128,927,056	-3.49%	67.01%	1.43%	79	9.72%	45	15.38%
30 Sep, 22	139	-0.71%	133,594,100	-3.40%	68.54%	1.40%	72	-17.24%	39	34.48%
30 Jun, 22	140	12.90%	138,299,411	4.62%	69.91%	1.57%	87	29.85%	29	-14.71%
31 Mar, 22	124	-1.59%	132,196,819	1.75%	66.68%	1.54%	67	-22.99%	34	41.67%
31 Dec, 21	126	29.90%	129,928,099	35.03%	65.73%	2.74%	87	31.82%	24	50.00%
30 Sep, 21	97	5.43%	96,223,678	19.43%	49.01%	1.19%	66	-28.26%	16	-
30 Jun, 21	92	-	80,570,148	-	64.24%	-	92	-	-	-

LegalZoom Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 17, 2024	Miller Nicole	officer	CHIEF LEGAL OFFICER	S-Sale	Sell	13,727	$9.17	$125.88K	338,956
May 17, 2024	Watson Noel Bertram	officer	Chief Financial Officer	S-Sale	Sell	25,000	$9.44	$236.00K	748,912
Mar 18, 2024	Preece Richard	officer	Chief Operating Officer	S-Sale	Sell	9,462	$13.17	$124.61K	498,519
Mar 04, 2024	Murphy John Francis	director	-	S-Sale	Sell	10,000	$12.47	$124.74K	40,507
Feb 26, 2024	Miller Nicole	officer	EVP and General Counsel	S-Sale	Sell	24,557	$9.75	$239.43K	208,641
Feb 20, 2024	Miller Nicole	officer	EVP and General Counsel	S-Sale	Sell	16,536	$10.64	$175.94K	233,198
Jan 02, 2024	Preece Richard	officer	Chief Operating Officer	S-Sale	Sell	9,462	$12.00	$113.54K	547,195

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 17, 2024	Miller Nicole	officer	CHIEF LEGAL OFFICER	F-InKind	Sell	19,285	$9.49	$183.01K	352,683
May 17, 2024	Miller Nicole	officer	CHIEF LEGAL OFFICER	S-Sale	Sell	13,727	$9.17	$125.88K	338,956
May 17, 2024	Watson Noel Bertram	officer	Chief Financial Officer	F-InKind	Sell	39,253	$9.49	$372.51K	771,912
May 17, 2024	Watson Noel Bertram	officer	Chief Financial Officer	S-Sale	Sell	25,000	$9.44	$236.00K	748,912
May 17, 2024	Radhakrishna Shrisha	officer	Chief Product Officer and CTO	F-InKind	Sell	40,112	$9.49	$380.66K	949,231
May 17, 2024	Wernikoff Daniel A	director, officer	Chief Executive Officer	F-InKind	Sell	42,549	$9.49	$403.79K	1,119,993
Mar 18, 2024	Preece Richard	officer	Chief Operating Officer	S-Sale	Sell	9,462	$13.17	$124.61K	498,519
Mar 04, 2024	Murphy John Francis	director	-	S-Sale	Sell	10,000	$12.47	$124.74K	40,507
Feb 26, 2024	Miller Nicole	officer	EVP and General Counsel	S-Sale	Sell	24,557	$9.75	$239.43K	208,641
Feb 20, 2024	Wernikoff Daniel A	director, officer	Chief Executive Officer	F-InKind	Sell	83,691	$10.76	$900.52K	794,689
Feb 20, 2024	Preece Richard	officer	Chief Operating Officer	F-InKind	Sell	39,214	$10.76	$421.94K	507,981
Feb 20, 2024	Radhakrishna Shrisha	officer	Chief Product Officer and CTO	F-InKind	Sell	57,090	$10.76	$614.29K	682,465
Feb 20, 2024	Watson Noel Bertram	officer	Chief Financial Officer	F-InKind	Sell	56,411	$10.76	$606.98K	604,284
Feb 20, 2024	Miller Nicole	officer	EVP and General Counsel	F-InKind	Sell	26,231	$10.76	$282.25K	249,734
Feb 20, 2024	Miller Nicole	officer	EVP and General Counsel	S-Sale	Sell	16,536	$10.64	$175.94K	233,198
Jan 02, 2024	Preece Richard	officer	Chief Operating Officer	S-Sale	Sell	9,462	$12.00	$113.54K	547,195

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 17, 2024	Miller Nicole	officer	CHIEF LEGAL OFFICER	F-InKind	Sell	19,285	$9.49	$183.01K	352,683
May 17, 2024	Miller Nicole	officer	CHIEF LEGAL OFFICER	S-Sale	Sell	13,727	$9.17	$125.88K	338,956
May 17, 2024	Watson Noel Bertram	officer	Chief Financial Officer	F-InKind	Sell	39,253	$9.49	$372.51K	771,912
May 17, 2024	Watson Noel Bertram	officer	Chief Financial Officer	S-Sale	Sell	25,000	$9.44	$236.00K	748,912
May 17, 2024	Radhakrishna Shrisha	officer	Chief Product Officer and CTO	F-InKind	Sell	40,112	$9.49	$380.66K	949,231
May 17, 2024	Wernikoff Daniel A	director, officer	Chief Executive Officer	F-InKind	Sell	42,549	$9.49	$403.79K	1,119,993
Mar 18, 2024	Preece Richard	officer	Chief Operating Officer	S-Sale	Sell	9,462	$13.17	$124.61K	498,519
Mar 11, 2024	Wernikoff Daniel A	director, officer	Chief Executive Officer	A-Award	Buy	365,853	-	-	1,160,542
Mar 11, 2024	Watson Noel Bertram	officer	Chief Financial Officer	A-Award	Buy	206,881	-	-	811,165
Mar 11, 2024	Miller Nicole	officer	EVP and General Counsel	A-Award	Buy	163,327	-	-	371,968
Mar 11, 2024	Radhakrishna Shrisha	officer	Chief Product Officer and CTO	A-Award	Buy	304,878	-	-	987,343
Mar 04, 2024	Murphy John Francis	director	-	S-Sale	Sell	10,000	$12.47	$124.74K	40,507
Feb 26, 2024	Miller Nicole	officer	EVP and General Counsel	S-Sale	Sell	24,557	$9.75	$239.43K	208,641
Feb 20, 2024	Wernikoff Daniel A	director, officer	Chief Executive Officer	F-InKind	Sell	83,691	$10.76	$900.52K	794,689
Feb 20, 2024	Preece Richard	officer	Chief Operating Officer	F-InKind	Sell	39,214	$10.76	$421.94K	507,981
Feb 20, 2024	Radhakrishna Shrisha	officer	Chief Product Officer and CTO	F-InKind	Sell	57,090	$10.76	$614.29K	682,465
Feb 20, 2024	Watson Noel Bertram	officer	Chief Financial Officer	F-InKind	Sell	56,411	$10.76	$606.98K	604,284
Feb 20, 2024	Miller Nicole	officer	EVP and General Counsel	F-InKind	Sell	26,231	$10.76	$282.25K	249,734
Feb 20, 2024	Miller Nicole	officer	EVP and General Counsel	S-Sale	Sell	16,536	$10.64	$175.94K	233,198
Jan 02, 2024	Preece Richard	officer	Chief Operating Officer	S-Sale	Sell	9,462	$12.00	$113.54K	547,195

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

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	6	-
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%
Q1 2010	24	36	66.67%

0 total buy trades, and 6 total sell trades (buy/sell ratio of 0.00%) were made by LegalZoom's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
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	-
Q1 2010	-	15	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of LegalZoom's stocks.

LegalZoom Peer Ownership

Ticker	Company
FA	First Advantage Corporation
MMS	Maximus, Inc.
AZZ	AZZ Inc.
PFSW	PFSweb, Inc.
BV	BrightView Holdings, Inc.
CASS	Cass Information Systems, Inc.
CVEO	Civeo Corporation
CBZ	CBIZ, Inc.

LZ Ownership FAQ

Who Owns LegalZoom?

LegalZoom is owned by institutional shareholders (38.35%), insiders (4.20%), and public (57.46%). The largest institutional shareholder of LegalZoom is FRANCISCO PARTNERS MANAGEMENT, LP (15.03% of total shares) and the top mutual fund owner is Vanguard Montgomery Funds (7.41% 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 43.39% of the company's share outstanding.

How many LegalZoom shareholders are there?

As of Mar 2024, there are 104 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 15.03% of the company's total shares outstanding, valued at $381.87M (as of Mar 2024).

What percentage of LegalZoom is owned by VANGUARD GROUP INC?

As of Mar 2024, VANGUARD GROUP INC holds 16.94M shares of LegalZoom (LZ), compromising 8.89% of the company, valued at $225.92M.

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 $218.73M).