Stephens Consulting’s LegalZoom.com LZ Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-40	Closed	-$345	–	1643
2025 Q1	$345	Buy	+40	New	+$358	﹤0.01%	1364

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 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 $690M AUM 42.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Stephens Consulting's LZ Position: Q2 2025 in Review

Stephens Consulting sold out of LegalZoom.com (LZ) in Q2 2025, closing a stake of 40 shares — an estimated $345 sold.

Stephens Consulting first reported a position in LZ in Q1 2025 and held it in 1 quarter. The position peaked at $345 in Q1 2025. 233 funds tracked by Wall St. Rank hold LZ as of Q2 2025.

Stephens Consulting reported no remaining LegalZoom.com position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 40 LegalZoom.com shares in Q2 2025, an estimated $345.
Stephens Consulting first reported a position in LegalZoom.com in Q1 2025 and held it in 1 quarter.
Stephens Consulting's LegalZoom.com position peaked at $345 in Q1 2025.
233 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.