OSAM
LZ icon

O'Shaughnessy Asset Management’s LegalZoom.com LZ Stock Holding History

O'Shaughnessy 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
Q3 		– Sell
-11,023
Closed -$98.2K – 2619
2025
Q2 		$98.2K Buy
+11,023
New +$92.4K ﹤0.01% 1961

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

O'Shaughnessy Asset Management's LZ Position: Q3 2025 in Review

O'Shaughnessy Asset Management sold out of LegalZoom.com (LZ) in Q3 2025, closing a stake of 11,023 shares — an estimated $98.2K sold.

O'Shaughnessy Asset Management first reported a position in LZ in Q2 2025 and held it in 1 quarter. The position peaked at $98.2K in Q2 2025. 237 funds tracked by Wall St. Rank hold LZ as of Q3 2025.

  • O'Shaughnessy Asset Management reported no remaining LegalZoom.com position as of Q3 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 11,023 LegalZoom.com shares in Q3 2025, an estimated $98.2K.
  • O'Shaughnessy Asset Management first reported a position in LegalZoom.com in Q2 2025 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's LegalZoom.com position peaked at $98.2K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.