LEGALZOOM COM INC (LZ)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
Institutions report 163,343,970 shares against 171,264,812 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Francisco Partners Management, LP | $175.5M | 28,625,744 | 48.56% | 21q | HELD |
| BlackRock, Inc. | $110.3M | 18,001,039 | 0.00% | 8q | HELD |
| Technology Crossover Management IX, Ltd. | $100.5M | 16,396,313 | 14.57% | 21q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $66.3M | 10,815,236 | 0.00% | 2q | -4.3%-$3.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $39.7M | 6,469,283 | 0.00% | 2q | -6.8%-$2.9M |
| STATE STREET CORP | $27.9M | 4,552,468 | 0.00% | 20q | +3.0%+$813.8K |
| RENAISSANCE TECHNOLOGIES LLC | $24.2M | 3,945,493 | 0.03% | 16q | -1.7%-$418.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18.6M | 3,035,774 | 0.01% | 11q | -14.1%-$3.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $18.6M | 3,034,948 | 0.00% | 21q | +4.7%+$842.2K |
| DIMENSIONAL FUND ADVISORS LP | $18.3M | 2,984,516 | 0.00% | 13q | -4.1%-$787.0K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $17.5M | 2,850,501 | 0.86% | 6q | +6.0%+$988.3K |
| ACADIAN ASSET MANAGEMENT LLC | $17.4M | 2,839,088 | 0.02% | 6q | +32.5%+$4.3M |
| Invenomic Capital Management LP | $16.4M | 2,676,821 | 0.98% | 6q | -8.5%-$1.5M |
| FRANKLIN RESOURCES INC | $16.1M | 2,627,665 | 0.00% | 20q | +4.7%+$719.4K |
| MORGAN STANLEY | $14.9M | 2,437,381 | 0.00% | 21q | +12.9%+$1.7M |
| AQR CAPITAL MANAGEMENT LLC | $14.4M | 2,347,120 | 0.01% | 15q | +51.6%+$4.9M |
| GOLDMAN SACHS GROUP INC | $14.3M | 2,333,424 | 0.00% | 17q | -17.3%-$3.0M |
| JPMORGAN CHASE & CO | $12.5M | 2,036,003 | 0.00% | 21q | -1.6%-$201.6K |
| AMERIPRISE FINANCIAL INC | $12.4M | 2,030,128 | 0.00% | 21q | +356.8%+$9.7M |
| CDC Financial, Inc. | $11.6M incl. $1.8M options CALL | 1,601,436 | 4.85% | 3q | +308.5%+$8.8M |
| UBS Group AG | $10.9M | 1,784,142 | 0.00% | 20q | +25.6%+$2.2M |
| Boston Partners | $9.7M | 1,582,125 | 0.01% | 4q | -59.5%-$14.2M |
| Ararat Capital Management LP | $9.6M | 1,569,055 | 4.51% | 18q | -28.5%-$3.8M |
| Tabor Asset Management, LP | $8.6M incl. $1.2M options CALL | 1,199,418 | 2.62% | 13q | +34.8%+$2.2M |
| NORTHERN TRUST CORP | $8.0M | 1,306,970 | 0.00% | 20q | +9.4%+$689.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.2M | 1,178,686 | 0.00% | 20q | +16.3%+$1.0M |
| BANK OF AMERICA CORP /DE/ | $7.2M | 1,177,885 | 0.00% | 20q | -53.1%-$8.2M |
| Coastal Bridge Advisors, LLC | $6.5M | 1,055,260 | 0.40% | 19q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $6.3M | 1,031,874 | 0.00% | 17q | +2.1%+$128.5K |
| VICTORY CAPITAL MANAGEMENT INC | $5.7M | 923,181 | 0.00% | 11q | -9.6%-$601.7K |
| HILLMAN CO | $5.6M | 917,319 | 1.99% | 19q | HELD |
| Pacer Advisors, Inc. | $5.5M | 902,967 | 0.01% | 5q | -2.5%-$143.8K |
| Trexquant Investment LP | $5.5M | 902,104 | 0.03% | 19q | -32.4%-$2.7M |
| DEUTSCHE BANK AG\ | $5.4M | 875,788 | 0.00% | 17q | -1.0%-$54.3K |
| Hillsdale Investment Management Inc. | $5.3M | 858,330 | 0.12% | 12q | +10.3%+$489.8K |
| LAZARD ASSET MANAGEMENT LLC | $5.2M | 842,422 | 0.01% | 13q | +1.4%+$69.7K |
| MACKENZIE FINANCIAL CORP | $5.2M | 842,309 | 0.01% | 8q | +97.5%+$2.5M |
| VANGUARD FIDUCIARY TRUST CO | $5.1M | 830,914 | 0.00% | 2q | -3.5%-$185.0K |
| SEB Asset Management AB | $4.9M | 796,368 | 0.02% | 2q | +140.1%+$2.8M |
| NORGES BANK | $4.6M | 755,300 | 0.00% | 9q | -28.7%-$1.9M |
| CAPITAL FUND MANAGEMENT S.A. | $4.5M | 735,903 | 0.02% | 3q | +103.2%+$2.3M |
| Bank of New York Mellon Corp | $4.4M | 710,762 | 0.00% | 20q | -1.6%-$72.9K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $3.9M | 637,490 | 0.00% | 2q | +21.4%+$688.6K |
| Walleye Capital LLC | $3.6M incl. $91.3K options CALL | 567,599 | 0.01% | 13q | +60.3%+$1.3M |
| CITIZENS FINANCIAL GROUP INC/RI | $3.4M | 547,466 | 0.04% | 5q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $3.3M | 541,917 | 0.00% | 17q | +5.1%+$159.8K |
| Invesco Ltd. | $3.1M | 509,792 | 0.00% | 20q | +5.3%+$157.2K |
| Balyasny Asset Management L.P. | $3.1M | 499,414 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M incl. $1.7M options CALL+PUT | 203,061 | 0.00% | 20q | -22.8%-$877.8K |
| Numerai GP LLC | $2.8M | 449,655 | 0.23% | 2q | +332.5%+$2.1M |
| Russell Investments Group, Ltd. | $2.7M | 444,948 | 0.00% | 15q | +154.0%+$1.7M |
| Robeco Institutional Asset Management B.V. | $2.7M | 444,060 | 0.00% | 9q | +51.4%+$924.1K |
| CITADEL ADVISORS LLC | $2.7M incl. $1.4M options CALL+PUT | 201,584 | 0.00% | 21q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $2.4M | 391,148 | 0.00% | 7q | -7.1%-$183.1K |
| GROUP ONE TRADING LLC | $2.4M CALL+PUT | options only | 0.00% | 20q | OPTIONS |
| AMERICAN CENTURY COMPANIES INC | $2.4M | 383,702 | 0.00% | 12q | HELD |
| Public Sector Pension Investment Board | $2.3M | 383,328 | 0.01% | 2q | -8.0%-$204.9K |
| HARBOR CAPITAL ADVISORS, INC. | $2.3M | 369,943 | 0.15% | 6q | HELD |
| CenterBook Partners LP | $2.1M | 342,217 | 0.10% | new | NEW |
| Nuveen, LLC | $1.8M | 299,422 | 0.00% | 6q | -67.9%-$3.9M |
| WELLS FARGO & COMPANY/MN | $1.8M | 297,956 | 0.00% | 21q | +557.4%+$1.5M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.8M | 292,293 | 0.12% | new | NEW |
| ExodusPoint Capital Management, LP | $1.8M | 289,791 | 0.01% | new | NEW |
| MARSHALL WACE, LLP | $1.7M | 281,657 | 0.00% | 2q | +312.8%+$1.3M |
| Squarepoint Ops LLC | $1.7M | 269,974 | 0.00% | 3q | +289.3%+$1.2M |
| RHUMBLINE ADVISERS | $1.6M | 265,905 | 0.00% | 20q | -23.1%-$490.3K |
| Brevan Howard Capital Management LP | $1.6M | 258,589 | 0.01% | 3q | HELD |
| ROYAL BANK OF CANADA | $1.6M | 257,959 | 0.00% | 20q | +36.8%+$425.7K |
| Empowered Funds, LLC | $1.5M | 250,360 | 0.01% | 2q | -51.4%-$1.6M |
| Legal & General Group Plc | $1.5M | 247,412 | 0.00% | 21q | -10.5%-$178.3K |
| Edgestream Partners, L.P. | $1.5M | 243,144 | 0.04% | 4q | +1270.9%+$1.4M |
| IEQ CAPITAL, LLC | $1.4M | 229,320 | 0.01% | 19q | -1.9%-$26.9K |
| Vanguard Global Advisers, LLC | $1.4M | 228,356 | 0.00% | 2q | +134.5%+$802.8K |
| SEI INVESTMENTS CO | $1.3M | 218,927 | 0.00% | 7q | -33.7%-$681.7K |
| ROYCE & ASSOCIATES LP | $1.3M | 215,729 | 0.01% | new | NEW |
| Cresset Asset Management, LLC | $1.3M | 215,263 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3M | 209,217 | 0.00% | 12q | -6.1%-$83.6K |
| Swiss National Bank | $1.3M | 208,200 | 0.00% | 13q | -9.9%-$139.8K |
| Mainstream Capital Management LLC | $1.2M | 200,000 | 0.74% | 8q | -11.1%-$153.2K |
| VARCOV Co. | $1.2M | 197,972 | 0.46% | 2q | +59.2%+$451.3K |
| Avory & Company, LLC | $1.2M | 195,347 | 1.50% | 6q | -13.6%-$188.7K |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.2M | 189,994 | 0.08% | new | NEW |
| Man Group plc | $1.1M | 182,641 | 0.00% | 20q | -88.7%-$8.8M |
| CITIGROUP INC | $1.1M | 177,995 | 0.00% | 20q | -20.8%-$286.6K |
| CreativeOne Wealth, LLC | $1.1M | 175,359 | 0.02% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $991.0K | 161,501 | 0.00% | 21q | +4.3%+$41.2K |
| Creative Planning | $986.1K | 160,871 | 0.00% | 8q | +112.0%+$521.0K |
| Quantinno Capital Management LP | $937.6K | 152,953 | 0.00% | 6q | -61.2%-$1.5M |
| Mariner, LLC | $885.4K | 144,434 | 0.00% | 8q | +38.9%+$248.0K |
| HSBC HOLDINGS PLC | $847.0K | 138,962 | 0.00% | 10q | +235.4%+$594.5K |
| ALLIANCEBERNSTEIN L.P. | $842.1K | 148,520 | 0.00% | 19q | HELD |
| Clearline Capital LP | $834.2K | 136,081 | 0.05% | new | NEW |
| STRS OHIO | $779.1K | 127,100 | 0.00% | 17q | +22.1%+$141.0K |
| CANADA PENSION PLAN INVESTMENT BOARD | $760.1K | 124,000 | 0.00% | 5q | -6.8%-$55.2K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $758.9K | 123,800 | 0.00% | 2q | -63.5%-$1.3M |
| IMC-Chicago, LLC | $750.9K CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| PRUDENTIAL FINANCIAL INC | $711.6K | 116,090 | 0.00% | 2q | HELD |
| HAWK RIDGE CAPITAL MANAGEMENT LP | $709.4K | 115,729 | 0.02% | 19q | -84.3%-$3.8M |
| Mitsubishi UFJ Trust & Banking Corp | $708.3K | 115,541 | 0.00% | new | NEW |
| XTX Topco Ltd | $692.7K | 113,004 | 0.01% | new | NEW |
Showing the largest 100 of 248 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-20 | Watson Noel Bertram | Chief Operating Officer & CFO | Sold | 416,371 | $2.5M |
| 2026-05-11 | Stibel Jeffrey M | Chief Executive Officer | Bought | 125,000 | $769.0K |
| 2026-08-21 | Watson Noel Bertram | Chief Operating Officer & CFO | Sold | 83,629 | $487.6K |
| 2026-08-17 | Miller Nicole | CHIEF LEGAL OFFICER | Sold | 43,996 | $242.4K |
| 2026-08-18 | Miller Nicole | CHIEF LEGAL OFFICER | Sold | 33,479 | $184.5K |
| 2026-05-19 | Miller Nicole | CHIEF LEGAL OFFICER | Sold | 19,199 | $126.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 46 | $19.1M | 3,397,188 | 8 | 17 | 13 | 0.0% |
| Q2 2026 | 248 | $1.0B | 163,343,970 | 44 | 68 | 99 | 1.1% |
| Q1 2026 | 243 | $946.5M | 165,044,410 | 57 | 73 | 77 | 1.0% |
| Q4 2025 | 239 | $1.6B | 159,013,795 | 31 | 100 | 73 | 1.2% |
| Q3 2025 | 239 | $1.7B | 162,539,340 | 41 | 91 | 72 | 1.4% |
| Q2 2025 | 233 | $1.4B | 160,050,446 | 48 | 87 | 69 | 0.8% |
| Q1 2025 | 225 | $1.3B | 149,933,088 | 47 | 74 | 61 | 0.6% |
| Q4 2024 | 204 | $1.1B | 143,257,078 | 35 | 59 | 57 | 1.0% |
| Q3 2024 | 183 | $884.0M | 137,635,907 | 36 | 58 | 50 | 1.0% |
| Q2 2024 | 183 | $1.2B | 145,418,245 | 32 | 73 | 48 | 1.8% |
| Q1 2024 | 199 | $2.2B | 159,671,978 | 22 | 84 | 59 | 2.4% |
| Q4 2023 | 207 | $1.8B | 156,384,031 | 37 | 95 | 36 | 2.1% |
| Q3 2023 | 188 | $1.6B | 144,685,814 | 35 | 62 | 52 | 2.5% |
| Q2 2023 | 179 | $1.6B | 130,332,197 | 48 | 66 | 39 | 2.6% |
| Q1 2023 | 154 | $1.2B | 128,919,105 | 24 | 54 | 29 | 1.9% |
| Q4 2022 | 156 | $1.0B | 129,027,199 | 30 | 40 | 45 | 1.2% |
| Q3 2022 | 133 | $1.2B | 139,537,174 | 22 | 43 | 37 | 1.1% |
| Q2 2022 | 134 | $2.5B | 229,702,617 | 42 | 42 | 28 | 0.9% |
| Q1 2022 | 118 | $3.0B | 214,440,642 | 26 | 38 | 33 | 0.5% |
| Q4 2021 | 119 | $2.1B | 131,055,385 | 48 | 33 | 24 | 0.6% |
| Q3 2021 | 89 | $2.5B | 94,402,290 | 46 | 21 | 15 | 0.8% |
| Q2 2021 | 90 | $2.9B | 77,739,436 | 89 | 0 | 0 | 0.0% |
