GAMMA Investing’s LegalZoom.com LZ Stock Holding History

GAMMA Investing’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	$40.6K	Sell	6,616 -3,518	-35%	-$21.6K	﹤0.01%	2443
2026 Q1	$57.5K	Buy	10,134 +9,066	+849%	+$68.8K	﹤0.01%	2100
2025 Q4	$10.6K	Buy	1,068 +185	+21%	+$1.83K	﹤0.01%	2949
2025 Q3	$9.17K	Sell	883 -88	-9%	-$878	﹤0.01%	2922
2025 Q2	$8.65K	Sell	971 -148	-13%	-$1.24K	﹤0.01%	2876
2025 Q1	$9.63K	Buy	1,119 +781	+231%	+$6.99K	﹤0.01%	2759
2024 Q4	$2.54K	Buy	338 +233	+222%	+$1.75K	﹤0.01%	3147
2024 Q3	$667	Sell	105 -19	-15%	-$124	﹤0.01%	3349
2024 Q2	$1.04K	Sell	124 -118	-49%	-$1.22K	﹤0.01%	3051
2024 Q1	$3.23K	Buy	242 +43	+22%	+$495	﹤0.01%	2577
2023 Q4	$2.05K	Buy	+199	New	+$2.17K	﹤0.01%	2571

Other funds holding LZ

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MCM

Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing's LZ Position: Q2 2026 in Review

GAMMA Investing reduced its LegalZoom.com (LZ) stake by 35% in Q2 2026, selling an estimated $21.6K and leaving 6,616 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

GAMMA Investing first reported a position in LZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.5K in Q1 2026. 22 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

GAMMA Investing held 6,616 shares of LegalZoom.com worth $40.6K as of Q2 2026.
GAMMA Investing sold 3,518 LegalZoom.com shares in Q2 2026, an estimated $21.6K.
LegalZoom.com made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2443 holding.
GAMMA Investing first reported a position in LegalZoom.com in Q4 2023 and has held it in 11 quarters since.
GAMMA Investing's LegalZoom.com position peaked at $57.5K in Q1 2026.
22 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.