Institutional Venture Management XIII’s LegalZoom.com LZ Stock Holding History

Institutional Venture Management XIII’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
2023 Q3	$35.2M	Hold	3,213,512	–	–	64.9%	1
2023 Q2	$38.8M	Sell	3,213,512 -5,413,512	-63%	-$57.3M	58.65%	1
2023 Q1	$80.9M	Hold	8,627,024	–	–	73.6%	1
2022 Q4	$66.8M	Hold	8,627,024	–	–	59.21%	1
2022 Q3	$73.9M	Hold	8,627,024	–	–	53.67%	1
2022 Q2	$94.8M	Sell	8,627,024 -4,313,512	-33%	-$57M	53.22%	1
2022 Q1	$183M	Hold	12,940,536	–	–	46.73%	1
2021 Q4	$208M	Buy	+12,940,536	New	+$275M	56.36%	1

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

KDA

KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Institutional Venture Management XIII's LZ Position: Q3 2023 in Review

Institutional Venture Management XIII held its LegalZoom.com (LZ) position steady in Q3 2023 at 3,213,512 shares worth $35.2M. The position accounts for 64.9% of the portfolio, ranked #1.

Institutional Venture Management XIII first reported a position in LZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $208M in Q4 2021. 181 funds tracked by Wall St. Rank hold LZ as of Q3 2023.

Institutional Venture Management XIII held 3,213,512 shares of LegalZoom.com worth $35.2M as of Q3 2023.
Institutional Venture Management XIII left its LegalZoom.com share count unchanged in Q3 2023.
LegalZoom.com made up 64.9% of Institutional Venture Management XIII's portfolio in Q3 2023, its #1 holding.
Institutional Venture Management XIII first reported a position in LegalZoom.com in Q4 2021 and has held it in 8 quarters since.
Institutional Venture Management XIII's LegalZoom.com position peaked at $208M in Q4 2021.
181 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2023.

Based on Institutional Venture Management XIII's 13F filing for Q3 2023, filed 9 Nov 2023.