UBS AM’s LegalZoom.com LZ Stock Holding History

UBS AM’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	$1.28M	Sell	209,217 -13,646	-6%	-$83.7K	﹤0.01%	2257
2026 Q1	$1.26M	Buy	222,863 +20,868	+10%	+$158K	﹤0.01%	2243
2025 Q4	$2.01M	Sell	201,995 -8,646	-4%	-$85.7K	﹤0.01%	1880
2025 Q3	$2.19M	Sell	210,641 -155,983	-43%	-$1.56M	﹤0.01%	1709
2025 Q2	$3.27M	Buy	366,624 +90,646	+33%	+$759K	﹤0.01%	1916
2025 Q1	$2.38M	Buy	275,978 +4,607	+2%	+$41.2K	﹤0.01%	1908
2024 Q4	$2.04M	Sell	271,371 -19,646	-7%	-$148K	﹤0.01%	2035
2024 Q3	$1.85M	Sell	291,017 -24,169	-8%	-$158K	﹤0.01%	2074
2024 Q2	$2.64M	Buy	315,186 +161,611	+105%	+$1.66M	﹤0.01%	1845
2024 Q1	$2.05M	Buy	153,575 +8,590	+6%	+$98.9K	﹤0.01%	1686
2023 Q4	$1.64M	Buy	144,985 +75,617	+109%	+$823K	﹤0.01%	1783
2023 Q3	$759K	Buy	+69,368	New	+$851K	﹤0.01%	2108
2022 Q2	–	Sell	-74,769	Closed	-$1.06M	–	2735
2022 Q1	$1.06M	Buy	+74,769	New	+$1.12M	﹤0.01%	2106

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

UBS AM's LZ Position: Q2 2026 in Review

UBS AM reduced its LegalZoom.com (LZ) stake by 6.1% in Q2 2026, selling an estimated $83.7K and leaving 209,217 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

UBS AM first reported a position in LZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.27M in Q2 2025. 242 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

UBS AM held 209,217 shares of LegalZoom.com worth $1.28M as of Q2 2026.
UBS AM sold 13,646 LegalZoom.com shares in Q2 2026, an estimated $83.7K.
LegalZoom.com made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2257 holding.
UBS AM first reported a position in LegalZoom.com in Q1 2022 and has held it in 13 quarters since.
UBS AM's LegalZoom.com position peaked at $3.27M in Q2 2025.
242 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.