Capstone Investment Advisors
LZ icon

Capstone Investment Advisors’s LegalZoom.com LZ Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-12,940
Closed -$134K – 1877
2025
Q3 		$134K Buy
+12,940
New +$129K ﹤0.01% 1862
2024
Q3 		– Sell
-36,736
Closed -$308K – 2088
2024
Q2 		$308K Buy
+36,736
New +$378K ﹤0.01% 1573
2023
Q4 		– Sell
-20,377
Closed -$223K – 2269
2023
Q3 		$223K Buy
20,377
+9,379
+85% +$115K ﹤0.01% 1752
2023
Q2 		$133K Buy
+10,998
New +$116K ﹤0.01% 1648

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 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 $690M AUM 42.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's LZ Position: Q4 2025 in Review

Capstone Investment Advisors sold out of LegalZoom.com (LZ) in Q4 2025, closing a stake of 12,940 shares — an estimated $134K sold.

Capstone Investment Advisors first reported a position in LZ in Q2 2023 and held it in 4 quarters. The position peaked at $308K in Q2 2024. 235 funds tracked by Wall St. Rank hold LZ as of Q4 2025.

  • Capstone Investment Advisors reported no remaining LegalZoom.com position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 12,940 LegalZoom.com shares in Q4 2025, an estimated $134K.
  • Capstone Investment Advisors first reported a position in LegalZoom.com in Q2 2023 and held it in 4 quarters.
  • Capstone Investment Advisors's LegalZoom.com position peaked at $308K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.