SEI Investments’s LegalZoom.com LZ Stock Holding History

SEI Investments’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	$1.34M	Sell	218,927 -111,203	-34%	-$682K	﹤0.01%	2152
2026 Q1	$1.87M	Sell	330,130 -39,448	-11%	-$299K	﹤0.01%	2045
2025 Q4	$3.67M	Buy	369,578 +45,421	+14%	+$450K	﹤0.01%	1530
2025 Q3	$3.36M	Sell	324,157 -31,858	-9%	-$318K	﹤0.01%	1468
2025 Q2	$3.17M	Buy	356,015 +202,414	+132%	+$1.7M	﹤0.01%	1461
2025 Q1	$1.32M	Buy	153,601 +142,578	+1,293%	+$1.28M	﹤0.01%	1793
2024 Q4	$82.8K	Buy	+11,023	New	+$83K	﹤0.01%	2609
2024 Q2	–	Sell	-83,698	Closed	-$1.12M	–	2697
2024 Q1	$1.12M	Buy	83,698 +23,730	+40%	+$273K	﹤0.01%	1840
2023 Q4	$678K	Buy	+59,968	New	+$653K	﹤0.01%	1993
2023 Q3	–	Sell	-40,475	Closed	-$489K	–	2660
2023 Q2	$489K	Buy	+40,475	New	+$428K	﹤0.01%	2135
2023 Q1	–	Sell	-173,638	Closed	-$1.34M	–	2717
2022 Q4	$1.34M	Sell	173,638 -91,949	-35%	-$798K	﹤0.01%	1658
2022 Q3	$2.28M	Buy	265,587 +27,706	+12%	+$287K	0.01%	1484
2022 Q2	$2.61M	Buy	+237,881	New	+$3.14M	0.01%	1422
2021 Q4	–	Sell	-8,916	Closed	-$235K	–	2633
2021 Q3	$235K	Buy	+8,916	New	+$313K	﹤0.01%	2400

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SEI Investments's LZ Position: Q2 2026 in Review

SEI Investments reduced its LegalZoom.com (LZ) stake by 34% in Q2 2026, selling an estimated $682K and leaving 218,927 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

SEI Investments first reported a position in LZ in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.67M in Q4 2025. 242 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

SEI Investments held 218,927 shares of LegalZoom.com worth $1.34M as of Q2 2026.
SEI Investments sold 111,203 LegalZoom.com shares in Q2 2026, an estimated $682K.
LegalZoom.com made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2152 holding.
SEI Investments first reported a position in LegalZoom.com in Q3 2021 and has held it in 14 quarters since.
SEI Investments's LegalZoom.com position peaked at $3.67M in Q4 2025.
242 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.