Claris Advisors’s LegalZoom.com LZ Stock Holding History

Claris 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
2024 Q4	–	Sell	-3	Closed	-$19	–	692
2024 Q3	$19	Buy	+3	New	+$20	﹤0.01%	1228

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Claris Advisors's LZ Position: Q4 2024 in Review

Claris Advisors sold out of LegalZoom.com (LZ) in Q4 2024, closing a stake of 3 shares — an estimated $19 sold.

Claris Advisors first reported a position in LZ in Q3 2024 and held it in 1 quarter. The position peaked at $19 in Q3 2024. 205 funds tracked by Wall St. Rank hold LZ as of Q4 2024.

Claris Advisors reported no remaining LegalZoom.com position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 LegalZoom.com shares in Q4 2024, an estimated $19.
Claris Advisors first reported a position in LegalZoom.com in Q3 2024 and held it in 1 quarter.
Claris Advisors's LegalZoom.com position peaked at $19 in Q3 2024.
205 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.