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Savant Capital’s LegalZoom.com LZ Stock Holding History

Savant Capital’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
Q1 		– Sell
-21,666
Closed -$163K – 1282
2024
Q4 		$163K Buy
+21,666
New +$163K ﹤0.01% 1343
2024
Q3 		– Sell
-12,407
Closed -$104K – 1436
2024
Q2 		$104K Sell
12,407
-6,280
-34% -$64.7K ﹤0.01% 1201
2024
Q1 		$249K Buy
+18,687
New +$215K ﹤0.01% 958

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 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 $690M AUM 42.34% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Savant Capital's LZ Position: Q1 2025 in Review

Savant Capital sold out of LegalZoom.com (LZ) in Q1 2025, closing a stake of 21,666 shares — an estimated $163K sold.

Savant Capital first reported a position in LZ in Q1 2024 and held it in 3 quarters. The position peaked at $249K in Q1 2024. 225 funds tracked by Wall St. Rank hold LZ as of Q1 2025.

  • Savant Capital reported no remaining LegalZoom.com position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 21,666 LegalZoom.com shares in Q1 2025, an estimated $163K.
  • Savant Capital first reported a position in LegalZoom.com in Q1 2024 and held it in 3 quarters.
  • Savant Capital's LegalZoom.com position peaked at $249K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.