Boston Partners’s LegalZoom.com LZ Stock Holding History

Boston Partners’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 Q3	$763K	Sell	136,038 -1,446,087	-91%	-$9.45M	﹤0.01%	687
2026 Q2	$9.7M	Sell	1,582,125 -2,321,450	-59%	-$14.2M	0.01%	455
2026 Q1	$22.2M	Buy	3,903,575 +280,464	+8%	+$2.13M	0.02%	365
2025 Q4	$36.1M	Buy	3,623,111 +1,621,125	+81%	+$16.1M	0.04%	301
2025 Q3	$20.7M	Buy	+2,001,986	New	+$20M	0.02%	369
2024 Q2	–	Sell	-3,154,584	Closed	-$41.7M	–	760
2024 Q1	$41.7M	Sell	3,154,584 -83,353	-3%	-$960K	0.05%	258
2023 Q4	$36.4M	Sell	3,237,937 -77,908	-2%	-$848K	0.05%	268
2023 Q3	$35.9M	Buy	3,315,845 +1,504,152	+83%	+$18.4M	0.05%	269
2023 Q2	$22.6M	Buy	+1,811,693	New	+$19.2M	0.03%	299

Other funds holding LZ

Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Boston Partners's LZ Position: Q3 2026 in Review

Boston Partners reduced its LegalZoom.com (LZ) stake by 91% in Q3 2026, selling an estimated $9.45M and leaving 136,038 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Boston Partners first reported a position in LZ in Q2 2023 and has held it in 9 quarters since. The position peaked at $41.7M in Q1 2024. 129 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

Boston Partners held 136,038 shares of LegalZoom.com worth $763K as of Q3 2026.
Boston Partners sold 1,446,087 LegalZoom.com shares in Q3 2026, an estimated $9.45M.
LegalZoom.com made up ﹤0.01% of Boston Partners's portfolio in Q3 2026, its #687 holding.
Boston Partners first reported a position in LegalZoom.com in Q2 2023 and has held it in 9 quarters since.
Boston Partners's LegalZoom.com position peaked at $41.7M in Q1 2024.
129 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on Boston Partners's 13F filing for Q3 2026, filed 10 Nov 2026.