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Wasatch Advisors’s LegalZoom.com LZ Stock Holding History

Wasatch 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
2023
Q1 		– Sell
-5,584,957
Closed -$43.2M – 271
2022
Q4 		$43.2M Sell
5,584,957
-1,513,164
-21% -$13.1M 0.29% 82
2022
Q3 		$60.8M Buy
7,098,121
+1,080,092
+18% +$11.2M 0.42% 70
2022
Q2 		$66.1M Buy
+6,018,029
New +$79.5M 0.42% 69

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
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Franklin Resources
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

Wasatch Advisors's LZ Position: Q1 2023 in Review

Wasatch Advisors sold out of LegalZoom.com (LZ) in Q1 2023, closing a stake of 5,584,957 shares — an estimated $43.2M sold.

Wasatch Advisors first reported a position in LZ in Q2 2022 and held it in 3 quarters. The position peaked at $66.1M in Q2 2022. 149 funds tracked by Wall St. Rank hold LZ as of Q1 2023.

  • Wasatch Advisors reported no remaining LegalZoom.com position as of Q1 2023 after selling out during the quarter.
  • Wasatch Advisors sold 5,584,957 LegalZoom.com shares in Q1 2023, an estimated $43.2M.
  • Wasatch Advisors first reported a position in LegalZoom.com in Q2 2022 and held it in 3 quarters.
  • Wasatch Advisors's LegalZoom.com position peaked at $66.1M in Q2 2022.
  • 149 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2023.

Based on Wasatch Advisors's 13F filing for Q1 2023, filed 12 May 2023.