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

Evergreen 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
Q2 		– Sell
-10,189
Closed -$57.8K – 1621
2026
Q1 		$57.8K Buy
+10,189
New +$77.3K ﹤0.01% 1485

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Capital Management's LZ Position: Q2 2026 in Review

Evergreen Capital Management sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 10,189 shares — an estimated $57.8K sold.

Evergreen Capital Management first reported a position in LZ in Q1 2026 and held it in 1 quarter. The position peaked at $57.8K in Q1 2026. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Evergreen Capital Management reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 10,189 LegalZoom.com shares in Q2 2026, an estimated $57.8K.
  • Evergreen Capital Management first reported a position in LegalZoom.com in Q1 2026 and held it in 1 quarter.
  • Evergreen Capital Management's LegalZoom.com position peaked at $57.8K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.