CWM
LZ icon

CIBC World Markets’s LegalZoom.com LZ Stock Holding History

CIBC World Markets’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 		$122K Sell
13,656
-14,330
-51% -$120K ﹤0.01% 1375
2025
Q1 		$241K Buy
27,986
+15,992
+133% +$143K ﹤0.01% 1366
2024
Q4 		$90.1K Buy
+11,994
New +$90.4K ﹤0.01% 1225

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
GC
GPI Capital New York $287M AUM 42.76% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIBC World Markets's LZ Position: Q2 2025 in Review

CIBC World Markets reduced its LegalZoom.com (LZ) stake by 51% in Q2 2025, selling an estimated $120K and leaving 13,656 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

CIBC World Markets first reported a position in LZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $241K in Q1 2025. 233 funds tracked by Wall St. Rank hold LZ as of Q2 2025.

  • CIBC World Markets held 13,656 shares of LegalZoom.com worth $122K as of Q2 2025.
  • CIBC World Markets sold 14,330 LegalZoom.com shares in Q2 2025, an estimated $120K.
  • LegalZoom.com made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1375 holding.
  • CIBC World Markets first reported a position in LegalZoom.com in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's LegalZoom.com position peaked at $241K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.