PAIM
LZ icon

Punch & Associates Investment Management’s LegalZoom.com LZ Stock Holding History

Punch & Associates Investment 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
2026
Q2 		$17.5M Buy
2,850,501
+161,231
+6% +$989K 0.86% 35
2026
Q1 		$15.2M Buy
2,689,270
+62,223
+2% +$472K 0.88% 37
2025
Q4 		$26.1M Buy
2,627,047
+500,787
+24% +$4.97M 1.52% 12
2025
Q3 		$22.1M Buy
2,126,260
+535,290
+34% +$5.34M 1.28% 21
2025
Q2 		$14.2M Buy
1,590,970
+789,890
+99% +$6.62M 0.87% 46
2025
Q1 		$6.9M Buy
+801,080
New +$7.17M 0.45% 89

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

Punch & Associates Investment Management's LZ Position: Q2 2026 in Review

Punch & Associates Investment Management increased its LegalZoom.com (LZ) stake by 6% in Q2 2026, buying an estimated $989K and bringing the position to 2,850,501 shares worth $17.5M. The position accounts for 0.86% of the portfolio, ranked #35.

Punch & Associates Investment Management first reported a position in LZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.1M in Q4 2025. 241 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Punch & Associates Investment Management held 2,850,501 shares of LegalZoom.com worth $17.5M as of Q2 2026.
  • Punch & Associates Investment Management bought 161,231 LegalZoom.com shares in Q2 2026, an estimated $989K.
  • LegalZoom.com made up 0.86% of Punch & Associates Investment Management's portfolio in Q2 2026, its #35 holding.
  • Punch & Associates Investment Management first reported a position in LegalZoom.com in Q1 2025 and has held it in 6 quarters since.
  • Punch & Associates Investment Management's LegalZoom.com position peaked at $26.1M in Q4 2025.
  • 241 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.