Avory & Company’s LegalZoom.com LZ Stock Holding History

Avory & Company’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	$1.2M	Sell	195,347 -30,791	-14%	-$189K	1.5%	16
2026 Q1	$1.28M	Sell	226,138 -132,171	-37%	-$1M	1.66%	16
2025 Q4	$3.56M	Sell	358,309 -18,110	-5%	-$180K	2.28%	13
2025 Q3	$3.91M	Buy	376,419 +1,586	+0.4%	+$15.8K	2.35%	13
2025 Q2	$3.34M	Buy	374,833 +6,296	+2%	+$52.8K	2.04%	13
2025 Q1	$3.17M	Buy	+368,537	New	+$3.3M	2.1%	13

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avory & Company's LZ Position: Q2 2026 in Review

Avory & Company reduced its LegalZoom.com (LZ) stake by 14% in Q2 2026, selling an estimated $189K and leaving 195,347 shares worth $1.2M. The position accounts for 1.5% of the portfolio, ranked #16.

Avory & Company first reported a position in LZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.91M in Q3 2025. 240 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Avory & Company held 195,347 shares of LegalZoom.com worth $1.2M as of Q2 2026.
Avory & Company sold 30,791 LegalZoom.com shares in Q2 2026, an estimated $189K.
LegalZoom.com made up 1.5% of Avory & Company's portfolio in Q2 2026, its #16 holding.
Avory & Company first reported a position in LegalZoom.com in Q1 2025 and has held it in 6 quarters since.
Avory & Company's LegalZoom.com position peaked at $3.91M in Q3 2025.
240 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.