CCM
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Coldstream Capital Management’s LegalZoom.com LZ Stock Holding History

Coldstream Capital Management’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 		– Sell
-431
Closed -$3.71K – 2373
2025
Q1 		$3.71K Buy
+431
New +$3.86K ﹤0.01% 2815

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

Coldstream Capital Management's LZ Position: Q2 2025 in Review

Coldstream Capital Management sold out of LegalZoom.com (LZ) in Q2 2025, closing a stake of 431 shares — an estimated $3.71K sold.

Coldstream Capital Management first reported a position in LZ in Q1 2025 and held it in 1 quarter. The position peaked at $3.71K in Q1 2025. 233 funds tracked by Wall St. Rank hold LZ as of Q2 2025.

  • Coldstream Capital Management reported no remaining LegalZoom.com position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 431 LegalZoom.com shares in Q2 2025, an estimated $3.71K.
  • Coldstream Capital Management first reported a position in LegalZoom.com in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's LegalZoom.com position peaked at $3.71K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.