AG
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Algert Global’s LegalZoom.com LZ Stock Holding History

Algert Global’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-142,081
Closed -$806K – 1347
2026
Q1 		$806K Sell
142,081
-544,741
-79% -$4.13M 0.01% 901
2025
Q4 		$6.82M Sell
686,822
-438,737
-39% -$4.35M 0.11% 329
2025
Q3 		$11.7M Buy
1,125,559
+78,179
+7% +$780K 0.2% 148
2025
Q2 		$9.33M Buy
1,047,380
+570,107
+119% +$4.78M 0.2% 147
2025
Q1 		$4.11M Buy
477,273
+418,212
+708% +$3.74M 0.1% 338
2024
Q4 		$444K Sell
59,061
-46,062
-44% -$347K 0.01% 933
2024
Q3 		$668K Sell
105,123
-91,111
-46% -$596K 0.02% 841
2024
Q2 		$1.65M Sell
196,234
-139,555
-42% -$1.44M 0.05% 526
2024
Q1 		$4.48M Buy
335,789
+29,719
+10% +$342K 0.18% 183
2023
Q4 		$3.46M Buy
306,070
+52,053
+20% +$566K 0.14% 244
2023
Q3 		$2.78M Buy
254,017
+99,167
+64% +$1.22M 0.13% 261
2023
Q2 		$1.87M Buy
154,850
+42,300
+38% +$447K 0.08% 405
2023
Q1 		$1.06M Buy
+112,550
New +$953K 0.05% 620

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Algert Global's LZ Position: Q2 2026 in Review

Algert Global sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 142,081 shares — an estimated $806K sold.

Algert Global first reported a position in LZ in Q1 2023 and held it in 13 quarters. The position peaked at $11.7M in Q3 2025. 242 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Algert Global reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • Algert Global sold 142,081 LegalZoom.com shares in Q2 2026, an estimated $806K.
  • Algert Global first reported a position in LegalZoom.com in Q1 2023 and held it in 13 quarters.
  • Algert Global's LegalZoom.com position peaked at $11.7M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.