Invenomic Capital Management’s Lazard LAZ Stock Holding History

Invenomic Capital Management’s Portfolio LAZ Stock Details LAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.9M	Buy	+256,750	New	+$12.6M	0.5%	65
2024 Q1	–	Sell	-435,298	Closed	-$15.1M	–	170
2023 Q4	$15.1M	Sell	435,298 -181,683	-29%	-$5.47M	0.69%	48
2023 Q3	$19.1M	Sell	616,981 -51,698	-8%	-$1.73M	0.8%	39
2023 Q2	$21.4M	Buy	668,679 +329,631	+97%	+$10.2M	1.08%	34
2023 Q1	$11.2M	Buy	+339,048	New	+$12.5M	0.63%	52
2022 Q3	–	Sell	-171,322	Closed	-$5.55M	–	169
2022 Q2	$5.55M	Buy	+171,322	New	+$5.78M	0.39%	76
2021 Q4	–	Sell	-24,767	Closed	-$1.13M	–	154
2021 Q3	$1.13M	Sell	24,767 -46,928	-65%	-$2.19M	0.37%	83
2021 Q2	$3.24M	Sell	71,695 -1,457	-2%	-$66.8K	0.78%	28
2021 Q1	$3.18M	Buy	73,152 +58,209	+390%	+$2.48M	0.71%	29
2020 Q4	$632K	Sell	14,943 -13,689	-48%	-$517K	0.16%	90
2020 Q3	$947K	Sell	28,632 -3,052	-10%	-$94K	0.52%	62
2020 Q2	$907K	Buy	31,684 +8,127	+34%	+$220K	0.67%	52
2020 Q1	$555K	Buy	+23,557	New	+$872K	0.45%	66

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invenomic Capital Management's LAZ Position: Q1 2026 in Review

Invenomic Capital Management opened a new position in Lazard (LAZ) in Q1 2026: 256,750 shares worth $10.9M. The stake represents 0.5% of the portfolio and ranks #65 among its holdings. This is a return to the name: Invenomic Capital Management previously reported a position in LAZ as recently as Q4 2023.

Invenomic Capital Management first reported a position in LAZ in Q1 2020 and has held it in 13 quarters since. The position peaked at $21.4M in Q2 2023. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

Invenomic Capital Management held 256,750 shares of Lazard worth $10.9M as of Q1 2026.
Lazard was a new Invenomic Capital Management position in Q1 2026.
Lazard made up 0.5% of Invenomic Capital Management's portfolio in Q1 2026, its #65 holding.
Invenomic Capital Management first reported a position in Lazard in Q1 2020 and has held it in 13 quarters since.
Invenomic Capital Management's Lazard position peaked at $21.4M in Q2 2023.
335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Invenomic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.