Occudo Quantitative Strategies’s LegalZoom.com LZ Stock Holding History

Occudo Quantitative Strategies’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 Q4	–	Sell	-68,903	Closed	-$715K	–	829
2025 Q3	$715K	Buy	+68,903	New	+$687K	0.09%	315
2023 Q4	–	Sell	-55,989	Closed	-$613K	–	1027
2023 Q3	$613K	Sell	55,989 -5,532	-9%	-$67.8K	0.08%	431
2023 Q2	$743K	Buy	+61,521	New	+$651K	0.08%	413
2023 Q1	–	Sell	-11,622	Closed	-$90K	–	1072
2022 Q4	$90K	Buy	+11,622	New	+$101K	0.01%	857

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Occudo Quantitative Strategies's LZ Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of LegalZoom.com (LZ) in Q4 2025, closing a stake of 68,903 shares — an estimated $715K sold.

Occudo Quantitative Strategies first reported a position in LZ in Q4 2022 and held it in 4 quarters. The position peaked at $743K in Q2 2023. 235 funds tracked by Wall St. Rank hold LZ as of Q4 2025.

Occudo Quantitative Strategies reported no remaining LegalZoom.com position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 68,903 LegalZoom.com shares in Q4 2025, an estimated $715K.
Occudo Quantitative Strategies first reported a position in LegalZoom.com in Q4 2022 and held it in 4 quarters.
Occudo Quantitative Strategies's LegalZoom.com position peaked at $743K in Q2 2023.
235 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.