Summit Trail Advisors’s LegalZoom.com LZ Stock Holding History

Summit Trail 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	$436K	Sell	76,892 -69	-0.1%	-$524	0.01%	1204
2025 Q4	$764K	Buy	76,961 +3,227	+4%	+$32K	0.01%	947
2025 Q3	$765K	Hold	73,734	–	–	0.01%	953
2025 Q2	$657K	Sell	73,734 -237	-0.3%	-$1.99K	0.01%	631
2025 Q1	$637K	Buy	73,971 +440	+0.6%	+$3.94K	0.02%	215
2024 Q4	$552K	Buy	73,531 +4,697	+7%	+$35.4K	0.02%	200
2024 Q3	$437K	Sell	68,834 -64,478	-48%	-$422K	0.01%	430
2024 Q2	$1.12M	Sell	133,312 -166	-0.1%	-$1.71K	0.03%	227
2024 Q1	$1.78M	Sell	133,478 -60	-0%	-$691	0.05%	143
2023 Q4	$1.51M	Sell	133,538 -4,045	-3%	-$44K	0.05%	123
2023 Q3	$1.51M	Buy	137,583 +4,492	+3%	+$55.1K	0.06%	117
2023 Q2	$1.61M	Buy	133,091 +15,141	+13%	+$160K	0.06%	116
2023 Q1	$1.11M	Buy	117,950 +262	+0.2%	+$2.22K	0.04%	120
2022 Q4	$911K	Sell	117,688 -54,646	-32%	-$474K	0.04%	122
2022 Q3	$1.48M	Hold	172,334	–	–	0.08%	87
2022 Q2	$1.89M	Buy	+172,334	New	+$2.28M	0.12%	80

Other funds holding LZ

FPM

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

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

TCMI

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Summit Trail Advisors's LZ Position: Q1 2026 in Review

Summit Trail Advisors reduced its LegalZoom.com (LZ) stake by 0.09% in Q1 2026, selling an estimated $524 and leaving 76,892 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #1204.

Summit Trail Advisors first reported a position in LZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.89M in Q2 2022. 237 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

Summit Trail Advisors held 76,892 shares of LegalZoom.com worth $436K as of Q1 2026.
Summit Trail Advisors sold 69 LegalZoom.com shares in Q1 2026, an estimated $524.
LegalZoom.com made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1204 holding.
Summit Trail Advisors first reported a position in LegalZoom.com in Q2 2022 and has held it in 16 quarters since.
Summit Trail Advisors's LegalZoom.com position peaked at $1.89M in Q2 2022.
237 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.