Cerity Partners’s LegalZoom.com LZ Stock Holding History

Cerity 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 Q2	$452K	Buy	73,742 +5,919	+9%	+$36.3K	﹤0.01%	2496
2026 Q1	$385K	Sell	67,823 -40,820	-38%	-$310K	﹤0.01%	2444
2025 Q4	$1.08M	Buy	108,643 +18,060	+20%	+$179K	﹤0.01%	1678
2025 Q3	$940K	Buy	90,583 +19,343	+27%	+$193K	﹤0.01%	1623
2025 Q2	$635K	Buy	71,240 +25,061	+54%	+$210K	﹤0.01%	1746
2025 Q1	$398K	Buy	46,179 +30,266	+190%	+$271K	﹤0.01%	1889
2024 Q4	$119K	Buy	+15,913	New	+$120K	﹤0.01%	2317

Other funds holding LZ

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Cerity Partners's LZ Position: Q2 2026 in Review

Cerity Partners increased its LegalZoom.com (LZ) stake by 8.7% in Q2 2026, buying an estimated $36.3K and bringing the position to 73,742 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Cerity Partners first reported a position in LZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 221 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Cerity Partners held 73,742 shares of LegalZoom.com worth $452K as of Q2 2026.
Cerity Partners bought 5,919 LegalZoom.com shares in Q2 2026, an estimated $36.3K.
LegalZoom.com made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2496 holding.
Cerity Partners first reported a position in LegalZoom.com in Q4 2024 and has held it in 7 quarters since.
Cerity Partners's LegalZoom.com position peaked at $1.08M in Q4 2025.
221 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.