ArrowMark Colorado Holdings’s LegalZoom.com LZ Stock Holding History

ArrowMark Colorado Holdings’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
2025 Q2	–	Sell	-1,053,033	Closed	-$9.07M	–	311
2025 Q1	$9.07M	Sell	1,053,033 -835,755	-44%	-$7.48M	0.15%	134
2024 Q4	$14.2M	Sell	1,888,788 -531,442	-22%	-$4M	0.19%	109
2024 Q3	$15.4M	Sell	2,420,230 -22,181	-0.9%	-$145K	0.2%	109
2024 Q2	$20.5M	Buy	2,442,411 +342,138	+16%	+$3.52M	0.24%	95
2024 Q1	$28M	Sell	2,100,273 -154,581	-7%	-$1.78M	0.31%	84
2023 Q4	$25.5M	Buy	2,254,854 +570,558	+34%	+$6.21M	0.28%	83
2023 Q3	$18.4M	Buy	1,684,296 +93,637	+6%	+$1.15M	0.22%	101
2023 Q2	$19.2M	Sell	1,590,659 -147,723	-8%	-$1.56M	0.21%	98
2023 Q1	$16.3M	Buy	1,738,382 +499,942	+40%	+$4.23M	0.19%	108
2022 Q4	$9.59M	Buy	1,238,440 +521,068	+73%	+$4.52M	0.11%	150
2022 Q3	$6.15M	Sell	717,372 -29,290	-4%	-$303K	0.08%	202
2022 Q2	$8.21M	Buy	746,662 +29,769	+4%	+$393K	0.09%	187
2022 Q1	$10.1M	Sell	716,893 -13,228	-2%	-$199K	0.09%	187
2021 Q4	$11.7M	Buy	730,121 +216,111	+42%	+$4.59M	0.09%	178
2021 Q3	$13.6M	Buy	514,010 +164,310	+47%	+$5.78M	0.11%	161
2021 Q2	$13.2M	Buy	+349,700	New	+$13.2M	0.1%	168

Other funds holding LZ

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return