CBA
LZ icon

Coastal Bridge Advisors’s LegalZoom.com LZ Stock Holding History

Coastal Bridge 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
2026
Q2 		$6.47M Hold
1,055,260
– – 0.4% 62
2026
Q1 		$5.98M Hold
1,055,260
– – 0.42% 56
2025
Q4 		$10.5M Sell
1,055,260
-60,000
-5% -$595K 0.78% 29
2025
Q3 		$11.6M Sell
1,115,260
-122,375
-10% -$1.22M 0.88% 25
2025
Q2 		$11M Hold
1,237,635
– – 0.91% 22
2025
Q1 		$10.7M Sell
1,237,635
-44,375
-3% -$397K 0.96% 19
2024
Q4 		$9.63M Sell
1,282,010
-67,941
-5% -$512K 2.42% 9
2024
Q3 		$8.57M Sell
1,349,951
-646,607
-32% -$4.23M 2.12% 10
2024
Q2 		$16.8M Buy
1,996,558
+184,696
+10% +$1.9M 4.16% 5
2024
Q1 		$24.2M Sell
1,811,862
-76,400
-4% -$880K 5.56% 5
2023
Q4 		$21.3M Sell
1,888,262
-11,000
-0.6% -$120K 5.47% 4
2023
Q3 		$20.8M Sell
1,899,262
-385,660
-17% -$4.73M 5.57% 4
2023
Q2 		$27.6M Sell
2,284,922
-322,292
-12% -$3.41M 6.76% 5
2023
Q1 		$24.5M Buy
2,607,214
+3,235
+0.1% +$27.4K 6.18% 5
2022
Q4 		$20.2M Sell
2,603,979
-3,132
-0.1% -$27.2K 5.72% 3
2022
Q3 		$22.3M Buy
2,607,111
+480,000
+23% +$4.97M 6.01% 3
2022
Q2 		$23.4M Sell
2,127,111
-575,000
-21% -$7.6M 7.19% 3
2022
Q1 		$38.2M Sell
2,702,111
-195,607
-7% -$2.94M 8.79% 3
2021
Q4 		$46.6M Buy
+2,897,718
New +$61.5M 9.7% 1

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coastal Bridge Advisors's LZ Position: Q2 2026 in Review

Coastal Bridge Advisors held its LegalZoom.com (LZ) position steady in Q2 2026 at 1,055,260 shares worth $6.47M. The position accounts for 0.4% of the portfolio, ranked #62.

Coastal Bridge Advisors first reported a position in LZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.6M in Q4 2021. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Coastal Bridge Advisors held 1,055,260 shares of LegalZoom.com worth $6.47M as of Q2 2026.
  • Coastal Bridge Advisors left its LegalZoom.com share count unchanged in Q2 2026.
  • LegalZoom.com made up 0.4% of Coastal Bridge Advisors's portfolio in Q2 2026, its #62 holding.
  • Coastal Bridge Advisors first reported a position in LegalZoom.com in Q4 2021 and has held it in 19 quarters since.
  • Coastal Bridge Advisors's LegalZoom.com position peaked at $46.6M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.