Davis Capital Management’s LegalZoom.com LZ Stock Holding History

Davis 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
2026 Q3	–	Sell	-8	Closed	-$49	–	1283
2026 Q2	$49	Buy	+8	New	+$49	﹤0.01%	1216

Other funds holding LZ

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davis Capital Management's LZ Position: Q3 2026 in Review

Davis Capital Management sold out of LegalZoom.com (LZ) in Q3 2026, closing a stake of 8 shares — an estimated $49 sold.

Davis Capital Management first reported a position in LZ in Q2 2026 and held it in 1 quarter. The position peaked at $49 in Q2 2026. 70 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

Davis Capital Management reported no remaining LegalZoom.com position as of Q3 2026 after selling out during the quarter.
Davis Capital Management sold 8 LegalZoom.com shares in Q3 2026, an estimated $49.
Davis Capital Management first reported a position in LegalZoom.com in Q2 2026 and held it in 1 quarter.
Davis Capital Management's LegalZoom.com position peaked at $49 in Q2 2026.
70 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.