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Round Rock Advisors’s LegalZoom.com LZ Stock Holding History

Round Rock Advisors’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
Q1 		– Sell
-159,579
Closed -$1.58M – 342
2025
Q4 		$1.58M Buy
159,579
+61,447
+63% +$609K 0.24% 58
2025
Q3 		$1.02M Buy
+98,132
New +$979K 0.16% 87

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 $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Round Rock Advisors's LZ Position: Q1 2026 in Review

Round Rock Advisors sold out of LegalZoom.com (LZ) in Q1 2026, closing a stake of 159,579 shares — an estimated $1.58M sold.

Round Rock Advisors first reported a position in LZ in Q3 2025 and held it in 2 quarters. The position peaked at $1.58M in Q4 2025. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • Round Rock Advisors reported no remaining LegalZoom.com position as of Q1 2026 after selling out during the quarter.
  • Round Rock Advisors sold 159,579 LegalZoom.com shares in Q1 2026, an estimated $1.58M.
  • Round Rock Advisors first reported a position in LegalZoom.com in Q3 2025 and held it in 2 quarters.
  • Round Rock Advisors's LegalZoom.com position peaked at $1.58M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.