AI
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Atom Investors’s LegalZoom.com LZ Stock Holding History

Atom Investors’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
-146,497
Closed -$1.26M – 716
2025
Q1 		$1.26M Sell
146,497
-248,599
-63% -$2.23M 0.16% 178
2024
Q4 		$2.97M Sell
395,096
-236,315
-37% -$1.78M 0.37% 85
2024
Q3 		$4.01M Sell
631,411
-59,592
-9% -$390K 0.42% 68
2024
Q2 		$5.8M Buy
691,003
+386,204
+127% +$3.98M 0.58% 46
2024
Q1 		$4.07M Buy
304,799
+31,766
+12% +$366K 0.51% 53
2023
Q4 		$3.09M Buy
273,033
+154,505
+130% +$1.68M 0.54% 40
2023
Q3 		$1.3M Buy
118,528
+24,398
+26% +$299K 0.3% 106
2023
Q2 		$1.14M Buy
94,130
+30,328
+48% +$321K 0.43% 52
2023
Q1 		$598K Sell
63,802
-58,840
-48% -$498K 0.33% 87
2022
Q4 		$949K Buy
122,642
+18,360
+18% +$159K 0.47% 55
2022
Q3 		$894K Buy
104,282
+47,508
+84% +$492K 0.31% 105
2022
Q2 		$624K Buy
56,774
+264
+0.5% +$3.49K 0.27% 98
2022
Q1 		$799K Buy
+56,510
New +$850K 0.37% 65

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return