LegalZoom Ownership | Who Owns LegalZoom?

Overview Forecast RevenueFinancials Chart Transcripts

LegalZoom Ownership Summary

LegalZoom is owned by 78.31% institutional investors, 8.95% insiders, and 12.75% retail investors. Francisco partners management, lp is the largest institutional shareholder, holding 15.18% of LZ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.15% of its assets in LegalZoom shares.

LZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	LegalZoom	78.31%	8.95%	12.75%
Sector	Industrials Stocks	62.82%	10.55%	26.63%
Industry	Business Services Stocks	57.58%	11.20%	31.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Francisco partners management, lp	28.63M	15.18%	$240.17M
Vanguard group	18.29M	9.70%	$153.48M
Technology crossover management ix	16.40M	8.69%	$137.57M
Blackrock	9.85M	5.22%	$82.67M
Gpi capital	9.54M	5.06%	$80.06M
Hawk ridge capital management lp	5.89M	3.12%	$49.44M
Geode capital management	3.04M	1.61%	$25.54M
State street	2.94M	1.56%	$24.66M
Franklin resources	2.94M	1.56%	$24.63M
Wellington management group llp	2.73M	1.45%	$22.95M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gpi capital	9.54M	21.14%	$80.06M
Francisco partners management, lp	28.63M	21.04%	$240.17M
Technology crossover management ix	16.40M	19.17%	$137.57M
Ararat capital management lp	2.64M	6.79%	$22.13M
Hillman	1.21M	4.86%	$10.13M
Coastal bridge advisors	2.00M	4.16%	$16.75M
Hawk ridge capital management lp	5.89M	2.13%	$49.44M
Atom investors lp	691.00K	0.58%	$5.80M
Tabor asset management, lp	144.50K	0.52%	$965.26K
Pdt partners	312.37K	0.25%	$2.62M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	18.29M	0.00%	1.36M
Jacobs levy equity management	1.68M	0.06%	970.34K
Bank of america corp /de/	945.34K	0.00%	794.81K
Renaissance	2.47M	0.04%	521.20K
Alyeska investment group	500.00K	0.02%	500.00K

Top Sellers

Holder	Shares	% Assets	Change
Westwood group	-	-	-5.58M
T. rowe price investment management	-	-	-3.39M
Boston partners	-	-	-3.15M
Blair william & co/il	1.48M	0.04%	-2.36M
Macquarie group	-	-	-2.06M

New Positions

Holder	Shares	% Assets	Change	Value
Alyeska investment group	500.00K	0.02%	500.00K	$4.20M
Norges bank	313.59K	0.00%	313.59K	$2.63M
Millennium management	200.00K	0.00%	200.00K	$1.68M
Tabor asset management, lp	144.50K	0.52%	144.50K	$965.26K
Peak6 investments	114.41K	0.00%	114.41K	$959.89K

Sold Out

Holder	Change
Assetmark	-1.00
Dinuzzo private wealth	-3.00
Parallel advisors	-12.00
Nelson, van denburg & campbell wealth management group	-20.00
Lindbrook capital	-30.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	192	-	136,927,544	-5.52%	78	1.27%	101	-8.18%	50	2.04%
Jun 30, 2024	190	-7.77%	144,927,265	-6.90%	76	1.15%	109	0.93%	48	-20.00%
Mar 31, 2024	206	-3.29%	155,672,191	1.06%	81	1.34%	108	-21.17%	60	46.34%
Dec 31, 2023	213	8.67%	154,039,836	6.53%	78	1.37%	137	37.00%	41	-28.07%
Sep 30, 2023	196	5.95%	144,599,946	11.02%	75	1.63%	100	-16.67%	57	54.05%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	3.72M	2.15%	5.79K
iShares Russell 2000 ETF	3.56M	2.05%	-7.99K
Vanguard Small Cap Index	3.09M	1.78%	6.05K
Franklin US Small Cap Growth Equity	2.65M	1.51%	-27.27K
Franklin Small Cap Growth Adv	2.65M	1.51%	-
Vanguard Strategic Equity Inv	2.27M	1.29%	298.44K
Westwood Quality SmallCap Fund Inst	2.11M	1.20%	281.52K
Westwood Mgt SmallCap Value	2.11M	1.20%	281.52K
Vanguard Explorer Inv	1.86M	1.06%	438.76K
Vanguard Small Cap Growth Index Inv	1.70M	0.98%	945.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 17, 2024	Miller Nicole	CHIEF LEGAL OFFICER	Sell	$125.88K
May 16, 2024	Watson Noel Bertram	Chief Financial Officer	Sell	$236.00K
Mar 15, 2024	Preece Richard	Chief Operating Officer	Sell	$124.61K
Mar 01, 2024	Murphy John Francis	-	Sell	$124.74K
Feb 22, 2024	Miller Nicole	EVP and General Counsel	Sell	$239.43K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	2
2024 Q1	-	4
2023 Q4	-	8

LZ Ownership FAQ

Who Owns LegalZoom?

LegalZoom shareholders are primarily institutional investors at 78.31%, followed by 8.95% insiders and 12.74% retail investors. The average institutional ownership in LegalZoom's industry, Business Services Stocks, is 57.58%, which LegalZoom exceeds.

Who owns the most shares of LegalZoom?

LegalZoom’s largest shareholders are Francisco partners management, lp (28.63M shares, 15.18%), Vanguard group (18.29M shares, 9.70%), and Technology crossover management ix (16.4M shares, 8.69%). Together, they hold 33.57% of LegalZoom’s total shares outstanding.

Does Blackrock own LegalZoom?

Yes, BlackRock owns 5.22% of LegalZoom, totaling 9.85M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 82.67M$. In the last quarter, BlackRock decreased its holdings by -1.281M shares, a -11.51% change.

Who is LegalZoom’s biggest shareholder by percentage of total assets invested?

Gpi capital is LegalZoom’s biggest shareholder by percentage of total assets invested, with 21.14% of its assets in 9.54M LegalZoom shares, valued at 80.06M$.

Who is the top mutual fund holder of LegalZoom shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of LegalZoom shares, with 2.15% of its total shares outstanding invested in 3.72M LegalZoom shares.

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