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

Hillsdale 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 Q2	$5.26M	Buy	858,330 +79,900	+10%	+$490K	0.12%	222
2026 Q1	$4.41M	Buy	778,430 +60,100	+8%	+$456K	0.12%	219
2025 Q4	$7.13M	Buy	718,330 +51,300	+8%	+$509K	0.2%	125
2025 Q3	$6.92M	Buy	667,030 +72,800	+12%	+$726K	0.21%	126
2025 Q2	$5.29M	Buy	594,230 +189,600	+47%	+$1.59M	0.2%	153
2025 Q1	$3.48M	Buy	404,630 +49,400	+14%	+$442K	0.18%	153
2024 Q4	$2.67M	Buy	355,230 +500	+0.1%	+$3.77K	0.13%	192
2024 Q3	$2.25M	Buy	354,730 +1,300	+0.4%	+$8.51K	0.17%	191
2024 Q2	$2.97M	Sell	353,430 -93,340	-21%	-$961K	0.23%	155
2024 Q1	$5.96M	Buy	446,770 +35,000	+8%	+$403K	0.47%	40
2023 Q4	$4.65M	Sell	411,770 -1,100	-0.3%	-$12K	0.38%	74
2023 Q3	$4.52M	Buy	+412,870	New	+$5.06M	0.41%	66

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Hillsdale Investment Management's LZ Position: Q2 2026 in Review

Hillsdale Investment Management increased its LegalZoom.com (LZ) stake by 10% in Q2 2026, buying an estimated $490K and bringing the position to 858,330 shares worth $5.26M. The position accounts for 0.12% of the portfolio, ranked #222.

Hillsdale Investment Management first reported a position in LZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.13M in Q4 2025. 241 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Hillsdale Investment Management held 858,330 shares of LegalZoom.com worth $5.26M as of Q2 2026.
Hillsdale Investment Management bought 79,900 LegalZoom.com shares in Q2 2026, an estimated $490K.
LegalZoom.com made up 0.12% of Hillsdale Investment Management's portfolio in Q2 2026, its #222 holding.
Hillsdale Investment Management first reported a position in LegalZoom.com in Q3 2023 and has held it in 12 quarters since.
Hillsdale Investment Management's LegalZoom.com position peaked at $7.13M in Q4 2025.
241 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.