Osaic Holdings
LZ icon

Osaic Holdings’s LegalZoom.com LZ Stock Holding History

Osaic Holdings’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 		$10.5K Sell
1,716
-557
-25% -$3.42K ﹤0.01% 6587
2026
Q1 		$12.9K Sell
2,273
-2,233
-50% -$16.9K ﹤0.01% 6137
2025
Q4 		$44.7K Buy
4,506
+238
+6% +$2.36K ﹤0.01% 5307
2025
Q3 		$44.7K Sell
4,268
-287
-6% -$2.86K ﹤0.01% 5379
2025
Q2 		$40.6K Buy
4,555
+3,766
+477% +$31.6K ﹤0.01% 5203
2025
Q1 		$6.79K Sell
789
-3,527
-82% -$31.6K ﹤0.01% 6008
2024
Q4 		$32.4K Sell
4,316
-136
-3% -$1.02K ﹤0.01% 5014
2024
Q3 		$28.3K Buy
4,452
+3,607
+427% +$23.6K ﹤0.01% 5142
2024
Q2 		$7.09K Sell
845
-1,361
-62% -$14K ﹤0.01% 6001
2024
Q1 		$29.4K Sell
2,206
-20,479
-90% -$236K ﹤0.01% 5112
2023
Q4 		$256K Buy
22,685
+19,354
+581% +$211K ﹤0.01% 3717
2023
Q3 		$36.4K Buy
3,331
+1,908
+134% +$23.4K ﹤0.01% 5202
2023
Q2 		$17.2K Buy
1,423
+614
+76% +$6.5K ﹤0.01% 5670
2023
Q1 		$7.59K Sell
809
-17
-2% -$144 ﹤0.01% 6131
2022
Q4 		$6K Sell
826
-65
-7% -$564 ﹤0.01% 6205
2022
Q3 		$8K Sell
891
-299
-25% -$3.1K ﹤0.01% 6132
2022
Q2 		$13K Buy
1,190
+221
+23% +$2.92K ﹤0.01% 5902
2022
Q1 		$14K Buy
969
+209
+28% +$3.14K ﹤0.01% 5935
2021
Q4 		$12K Sell
760
-148
-16% -$3.14K ﹤0.01% 6144
2021
Q3 		$24K Buy
908
+658
+263% +$23.1K ﹤0.01% 5642
2021
Q2 		$9K Buy
+250
New +$9.46K ﹤0.01% 6138

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Osaic Holdings's LZ Position: Q2 2026 in Review

Osaic Holdings reduced its LegalZoom.com (LZ) stake by 25% in Q2 2026, selling an estimated $3.42K and leaving 1,716 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6587.

Osaic Holdings first reported a position in LZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $256K in Q4 2023. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Osaic Holdings held 1,716 shares of LegalZoom.com worth $10.5K as of Q2 2026.
  • Osaic Holdings sold 557 LegalZoom.com shares in Q2 2026, an estimated $3.42K.
  • LegalZoom.com made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6587 holding.
  • Osaic Holdings first reported a position in LegalZoom.com in Q2 2021 and has held it in 21 quarters since.
  • Osaic Holdings's LegalZoom.com position peaked at $256K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.