Shell Asset Management’s LegalZoom.com LZ Stock Holding History

Shell 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	$15K	Sell	1,477 -3,750	-72%	-$37.4K	﹤0.01%	1077
2025 Q2	$47K	Sell	5,227 -574	-10%	-$4.81K	﹤0.01%	1156
2025 Q1	$50K	Sell	5,801 -251	-4%	-$2.25K	﹤0.01%	1147
2024 Q4	$45K	Hold	6,052	–	–	﹤0.01%	1192
2024 Q3	$38K	Buy	+6,052	New	+$39.6K	﹤0.01%	1200
2024 Q1	$54K	Sell	6,415 -656	-9%	-$7.55K	﹤0.01%	1146
2023 Q4	$80K	Sell	7,071 -2,120	-23%	-$23.1K	﹤0.01%	1111
2023 Q3	$101K	Sell	9,191 -144	-2%	-$1.77K	﹤0.01%	1085
2023 Q2	$113K	Buy	+9,335	New	+$98.7K	﹤0.01%	1093

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shell Asset Management's LZ Position: Q3 2025 in Review

Shell Asset Management reduced its LegalZoom.com (LZ) stake by 72% in Q3 2025, selling an estimated $37.4K and leaving 1,477 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Shell Asset Management first reported a position in LZ in Q2 2023 and has held it in 9 quarters since. The position peaked at $113K in Q2 2023. 237 funds tracked by Wall St. Rank hold LZ as of Q3 2025.

Shell Asset Management held 1,477 shares of LegalZoom.com worth $15K as of Q3 2025.
Shell Asset Management sold 3,750 LegalZoom.com shares in Q3 2025, an estimated $37.4K.
LegalZoom.com made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1077 holding.
Shell Asset Management first reported a position in LegalZoom.com in Q2 2023 and has held it in 9 quarters since.
Shell Asset Management's LegalZoom.com position peaked at $113K in Q2 2023.
237 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.