TA Associates’s LegalZoom.com LZ Stock Holding History

TA Associates’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
2023 Q2	–	Sell	-2,017,963	Closed	-$18.9M	–	2
2023 Q1	$18.9M	Hold	2,017,963	–	–	3.18%	2
2022 Q4	$15.6M	Sell	2,017,963 -2,103,093	-51%	-$18.3M	2.18%	2
2022 Q3	$35.3M	Sell	4,121,056 -95,175	-2%	-$985K	3.51%	2
2022 Q2	$45.3M	Hold	4,216,231	–	–	2.89%	2
2022 Q1	$59.6M	Sell	4,216,231 -17,206	-0.4%	-$259K	2.13%	2
2021 Q4	$68M	Sell	4,233,437 -2,923,055	-41%	-$62M	2.26%	2
2021 Q3	$168M	Hold	7,156,492	–	–	4.57%	2
2021 Q2	$226M	Buy	+7,156,492	New	+$271M	100%	1

Other funds holding LZ

FPM

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

TCMI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

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

KDA

KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

TA Associates's LZ Position: Q2 2023 in Review

TA Associates sold out of LegalZoom.com (LZ) in Q2 2023, closing a stake of 2,017,963 shares — an estimated $18.9M sold.

TA Associates first reported a position in LZ in Q2 2021 and held it in 8 quarters. The position peaked at $226M in Q2 2021. 174 funds tracked by Wall St. Rank hold LZ as of Q2 2023.

TA Associates reported no remaining LegalZoom.com position as of Q2 2023 after selling out during the quarter.
TA Associates sold 2,017,963 LegalZoom.com shares in Q2 2023, an estimated $18.9M.
TA Associates first reported a position in LegalZoom.com in Q2 2021 and held it in 8 quarters.
TA Associates's LegalZoom.com position peaked at $226M in Q2 2021.
174 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2023.

Based on TA Associates's 13F filing for Q2 2023, filed 14 Aug 2023.