Covestor
LZ icon

Covestor’s LegalZoom.com LZ Stock Holding History

Covestor’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
Q3 		$12K Sell
2,095
-2,155
-51% -$14.1K 0.01% 1341
2026
Q2 		$26K Buy
4,250
+115
+3% +$705 0.02% 1083
2026
Q1 		$24K Buy
4,135
+1,503
+57% +$11.4K 0.02% 1041
2025
Q4 		$26K Sell
2,632
-1,981
-43% -$19.6K 0.01% 1167
2025
Q3 		$47K Sell
4,613
-1,245
-21% -$12.4K 0.03% 940
2025
Q2 		$53K Buy
5,858
+1,844
+46% +$15.4K 0.03% 872
2025
Q1 		$35K Buy
4,014
+2,827
+238% +$25.3K 0.02% 972
2024
Q4 		$9K Sell
1,187
-1,575
-57% -$11.9K 0.01% 1597
2024
Q3 		$18K Buy
2,762
+671
+32% +$4.39K 0.01% 1253
2024
Q2 		$18K Buy
2,091
+1,100
+111% +$11.3K 0.01% 1237
2024
Q1 		$13K Buy
991
+85
+9% +$979 0.01% 1391
2023
Q4 		$10K Sell
906
-1
-0.1% -$11 0.01% 1572
2023
Q3 		$10K Sell
907
-2
-0.2% -$25 0.01% 1433
2023
Q2 		$11K Hold
909
– – 0.01% 1390
2023
Q1 		$9K Buy
909
+466
+105% +$3.95K 0.01% 1368
2022
Q4 		$3K Sell
443
-955
-68% -$8.29K ﹤0.01% 1703
2022
Q3 		$12K Sell
1,398
-2
-0.1% -$21 0.01% 1191
2022
Q2 		$15K Buy
1,400
+137
+11% +$1.81K 0.01% 1062
2022
Q1 		$18K Sell
1,263
-292
-19% -$4.39K 0.01% 1094
2021
Q4 		$25K Buy
+1,555
New +$33K 0.04% 801

Other funds holding LZ

Francisco Partners Management
Francisco Partners Management San Francisco, California $343M AUM 30.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Covestor's LZ Position: Q3 2026 in Review

Covestor reduced its LegalZoom.com (LZ) stake by 51% in Q3 2026, selling an estimated $14.1K and leaving 2,095 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1341.

Covestor first reported a position in LZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $53K in Q2 2025. 186 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

  • Covestor held 2,095 shares of LegalZoom.com worth $12K as of Q3 2026.
  • Covestor sold 2,155 LegalZoom.com shares in Q3 2026, an estimated $14.1K.
  • LegalZoom.com made up 0.01% of Covestor's portfolio in Q3 2026, its #1341 holding.
  • Covestor first reported a position in LegalZoom.com in Q4 2021 and has held it in 20 quarters since.
  • Covestor's LegalZoom.com position peaked at $53K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.