We are live on ! Find out more

LegalZoom.com

LZ

Market cap $1.36B

181 hedge funds and large institutions have $1.21B invested in LegalZoom.com in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 47 closing their positions.

New

Increased

Maintained

Reduced

Closed

147% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $6.33M

51% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 49

6.05% less ownership

Funds ownership: 83.06% → 77% (-6.1%)

7% less funds holding

Funds holding: 195 → 181 (-14)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

42% less capital invested

Capital invested by funds: $2.08B → $1.21B (-$867M)

Holders

181

Holders Change

-14

Holders Change %

-7.18%

% of All Funds

2.61%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-22.22%

% of All Funds

0.1%

New

Increased

Reduced

Closed

Calls

$15.6M

Puts

$6.33M

Net Calls

+$9.31M

Net Calls Change

-$24.5M

Top Buyers

1	Vanguard Group Malvern, Pennsylvania	+$14M
2	Jacobs Levy Equity Management Florham Park, New Jersey	+$9.99M
3	Bank of America Charlotte, North Carolina	+$8.18M
4	WHG Westwood Holdings Group Dallas, Texas	+$7.85M
5	Renaissance Technologies New York	+$5.37M

Top Sellers

1	T. Rowe Price Investment Management Baltimore, Maryland	-$45.3M
2	Boston Partners Boston, Massachusetts	-$41.7M
3	Macquarie Group Sydney, NSW 2000, Australia	-$27.5M
4	William Blair & Company Chicago, Illinois	-$24.3M
5	Fidelity Investments Boston, Massachusetts	-$18.4M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	FPM 1 Francisco Partners Management San Francisco, California	$240M	–	–	–
2	2 Vanguard Group Malvern, Pennsylvania	$153M	+$14M	+1,358,157	+8%
3	TCMI 3 Technology Crossover Management IX Menlo Park, California	$138M	–	–	–
4	4 BlackRock New York	$82.7M	-$13.2M	-1,281,444	-12%
5	GC 5 GPI Capital New York	$80.1M	–	–	–
6	HRCM 6 Hawk Ridge Capital Management Los Angeles, California	$49.4M	–	–	–
7	WHG 7 Westwood Holdings Group Dallas, Texas	$46.8M	+$7.85M	+762,612	+16%
8	8 Geode Capital Management Boston, Massachusetts	$25.5M	+$1.6M	+155,093	+5%
9	9 State Street Boston, Massachusetts	$24.7M	+$2.46M	+238,908	+9%
10	10 Franklin Resources San Mateo, California	$24.6M	-$485K	-47,126	-2%
11	11 Wellington Management Group Boston, Massachusetts	$22.9M	+$806K	+78,320	+3%
12	ACM 12 Ararat Capital Management Westport, Connecticut	$22.1M	+$1.2M	+116,919	+5%
13	13 Renaissance Technologies New York	$20.7M	+$5.37M	+521,200	+27%
14	ACH 14 ArrowMark Colorado Holdings Denver, Colorado	$20.5M	+$3.52M	+342,138	+16%
15	CBA 15 Coastal Bridge Advisors Westport, Connecticut	$16.8M	+$1.9M	+184,696	+10%
16	16 Jacobs Levy Equity Management Florham Park, New Jersey	$14.1M	+$9.99M	+970,342	+137%
17	17 William Blair & Company Chicago, Illinois	$12.4M	-$24.3M	-2,357,047	-61%
18	18 Dimensional Fund Advisors Austin, Texas	$10.8M	+$2.7M	+262,335	+26%
19	19 D.E. Shaw & Co New York	$10.4M	+$1.49M	+144,270	+13%
20	20 Northern Trust Chicago, Illinois	$10.2M	+$541K	+52,512	+5%
21	HC 21 Hillman Company Pittsburgh, Pennsylvania	$10.1M	–	–	–
22	22 Charles Schwab San Francisco, California	$9.78M	+$638K	+61,934	+6%
23	23 Morgan Stanley New York	$8.08M	-$6.37M	-619,129	-39%
24	TAM 24 Tabor Asset Management New York	$7.98M	+$2.03M	+197,300	+20%
25	25 Bank of America Charlotte, North Carolina	$7.93M	+$8.18M	+794,811	+528%