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

Fortis 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
2025 Q3	–	Sell	-15,989	Closed	-$142K	–	184
2025 Q2	$142K	Hold	15,989	–	–	0.02%	166
2025 Q1	$138K	Hold	15,989	–	–	0.03%	145
2024 Q4	$120K	Hold	15,989	–	–	0.02%	130
2024 Q3	$102K	Hold	15,989	–	–	0.02%	125
2024 Q2	$134K	Hold	15,989	–	–	0.03%	121
2024 Q1	$213K	Hold	15,989	–	–	0.06%	107
2023 Q4	$181K	Hold	15,989	–	–	0.05%	131
2023 Q3	$175K	Sell	15,989 -12,972	-45%	-$159K	0.05%	123
2023 Q2	$350K	Sell	28,961 -22,323	-44%	-$236K	0.12%	80
2023 Q1	$481K	Hold	51,284	–	–	0.19%	69
2022 Q4	$397K	Sell	51,284 -9,050	-15%	-$78.5K	0.29%	63
2022 Q3	$517K	Hold	60,334	–	–	0.44%	64
2022 Q2	$663K	Buy	+60,334	New	+$797K	0.65%	48

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

Fortis Capital Management's LZ Position: Q3 2025 in Review

Fortis Capital Management sold out of LegalZoom.com (LZ) in Q3 2025, closing a stake of 15,989 shares — an estimated $142K sold.

Fortis Capital Management first reported a position in LZ in Q2 2022 and held it in 13 quarters. The position peaked at $663K in Q2 2022. 237 funds tracked by Wall St. Rank hold LZ as of Q3 2025.

Fortis Capital Management reported no remaining LegalZoom.com position as of Q3 2025 after selling out during the quarter.
Fortis Capital Management sold 15,989 LegalZoom.com shares in Q3 2025, an estimated $142K.
Fortis Capital Management first reported a position in LegalZoom.com in Q2 2022 and held it in 13 quarters.
Fortis Capital Management's LegalZoom.com position peaked at $663K in Q2 2022.
237 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2025.

Based on Fortis Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.