Essex Investment Management’s LegalZoom.com LZ Stock Holding History

Essex Investment 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 Q1	–	Sell	-267,857	Closed	-$2.66M	–	321
2025 Q4	$2.66M	Sell	267,857 -6,510	-2%	-$64.5K	0.41%	96
2025 Q3	$2.85M	Buy	274,367 +9,566	+4%	+$95.4K	0.44%	92
2025 Q2	$2.36M	Buy	+264,801	New	+$2.22M	0.43%	95
2024 Q3	–	Sell	-228,563	Closed	-$1.92M	–	316
2024 Q2	$1.92M	Buy	228,563 +58,322	+34%	+$601K	0.36%	111
2024 Q1	$2.27M	Buy	170,241 +810	+0.5%	+$9.33K	0.45%	90
2023 Q4	$1.91M	Buy	+169,431	New	+$1.84M	0.38%	104

Other funds holding LZ

FPM

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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Essex Investment Management's LZ Position: Q1 2026 in Review

Essex Investment Management sold out of LegalZoom.com (LZ) in Q1 2026, closing a stake of 267,857 shares — an estimated $2.66M sold.

Essex Investment Management first reported a position in LZ in Q4 2023 and held it in 6 quarters. The position peaked at $2.85M in Q3 2025. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

Essex Investment Management reported no remaining LegalZoom.com position as of Q1 2026 after selling out during the quarter.
Essex Investment Management sold 267,857 LegalZoom.com shares in Q1 2026, an estimated $2.66M.
Essex Investment Management first reported a position in LegalZoom.com in Q4 2023 and held it in 6 quarters.
Essex Investment Management's LegalZoom.com position peaked at $2.85M in Q3 2025.
238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.