Counterpoint Mutual Funds’s LegalZoom.com LZ Stock Holding History

Counterpoint Mutual Funds’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 Q3	–	Sell	-46,450	Closed	-$414K	–	417
2025 Q2	$414K	Buy	+46,450	New	+$389K	0.04%	138
2024 Q4	–	Sell	-43,167	Closed	-$274K	–	355
2024 Q3	$274K	Buy	+43,167	New	+$283K	0.05%	156
2024 Q2	–	Sell	-10,110	Closed	-$135K	–	265
2024 Q1	$135K	Buy	+10,110	New	+$116K	0.03%	155
2023 Q3	–	Sell	-19,050	Closed	-$230K	–	401
2023 Q2	$230K	Buy	19,050 +9,086	+91%	+$96.1K	0.21%	32
2023 Q1	$93.5K	Buy	+9,964	New	+$84.4K	0.08%	294

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 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 $690M AUM 42.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Counterpoint Mutual Funds's LZ Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of LegalZoom.com (LZ) in Q3 2025, closing a stake of 46,450 shares — an estimated $414K sold.

Counterpoint Mutual Funds first reported a position in LZ in Q1 2023 and held it in 5 quarters. The position peaked at $414K in Q2 2025. 237 funds tracked by Wall St. Rank hold LZ as of Q3 2025.

Counterpoint Mutual Funds reported no remaining LegalZoom.com position as of Q3 2025 after selling out during the quarter.
Counterpoint Mutual Funds sold 46,450 LegalZoom.com shares in Q3 2025, an estimated $414K.
Counterpoint Mutual Funds first reported a position in LegalZoom.com in Q1 2023 and held it in 5 quarters.
Counterpoint Mutual Funds's LegalZoom.com position peaked at $414K in Q2 2025.
237 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.