Madison Asset Management’s LegalZoom.com LZ Stock Holding History

Madison Asset 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 Q2	–	Sell	-190,695	Closed	-$1.64M	–	360
2025 Q1	$1.64M	Sell	190,695 -1,941	-1%	-$17.4K	0.02%	251
2024 Q4	$1.45M	Hold	192,636	–	–	0.02%	265
2024 Q3	$1.22M	Sell	192,636 -168,054	-47%	-$1.1M	0.01%	278
2024 Q2	$3.03M	Buy	360,690 +2,288	+0.6%	+$23.6K	0.04%	216
2024 Q1	$4.78M	Buy	358,402 +41,414	+13%	+$477K	0.06%	175
2023 Q4	$3.58M	Buy	+316,988	New	+$3.45M	0.05%	204

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

GPI Capital New York $287M AUM 42.76% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Madison Asset Management's LZ Position: Q2 2025 in Review

Madison Asset Management sold out of LegalZoom.com (LZ) in Q2 2025, closing a stake of 190,695 shares — an estimated $1.64M sold.

Madison Asset Management first reported a position in LZ in Q4 2023 and held it in 6 quarters. The position peaked at $4.78M in Q1 2024. 233 funds tracked by Wall St. Rank hold LZ as of Q2 2025.

Madison Asset Management reported no remaining LegalZoom.com position as of Q2 2025 after selling out during the quarter.
Madison Asset Management sold 190,695 LegalZoom.com shares in Q2 2025, an estimated $1.64M.
Madison Asset Management first reported a position in LegalZoom.com in Q4 2023 and held it in 6 quarters.
Madison Asset Management's LegalZoom.com position peaked at $4.78M in Q1 2024.
233 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2025.

Based on Madison Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.