Public record / Tickers / LZ

LZ — LEGALZOOM.COM, INC.†

Both disclosure regimes on one name: who in Congress filed about LZ, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming LZ
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-28
filed 2021-11-28
13F holders
237
top-237 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Alan S. Lowenthal · $1.0K–$15.0K

SELL · traded 2021-11-11 → filed 2021-11-28. Ranked over every LZ row by the provable lower bound, never a point estimate.

No member disclosed LZ in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated LZ rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LZ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LZ
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-11-28Alan S. Lowenthal D–CA-47SELL SP (spouse-owned)Traded 11-11 +17d$1K–$15K
2021-08-30Alan S. Lowenthal D–CA-47BUY SP (spouse-owned)Traded 08-16 +14d$1K–$15K
2021-08-30Alan S. Lowenthal D–CA-47BUY SP (spouse-owned)Traded 08-13 +17d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in LZ

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed LZ in the trailing 12 months.

Congress ↔ notable managers · LZ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $100.0K held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · LEGALZOOM COM INC

Merged timeline of congressional filings and notable-manager moves on LZ
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FNEW+17,629 sh
2026-05-15Bridgewater Associates 13FEXIT−284,426 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of LZ for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Francisco Partners Management, LP$162M1
2BlackRock, Inc.$102M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$64.1M1
4VANGUARD CAPITAL MANAGEMENT LLC$39.4M1
5STATE STREET CORP$25.1M1
6RENAISSANCE TECHNOLOGIES LLC$22.8M1
7Boston Partners$22.2M1
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$20.0M1
9DIMENSIONAL FUND ADVISORS LP$17.7M1
10Invenomic Capital Management LP$16.6M1
11PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$15.2M1
12FRANKLIN RESOURCES INC$14.2M1
13BANK OF AMERICA CORP /DE/$14.2M1
14Ararat Capital Management LP$12.4M1
15MORGAN STANLEY$12.2M1
16Man Group plc$9.2M1
17AQR CAPITAL MANAGEMENT LLC$8.8M1
18UBS Group AG$8.1M1
19Trexquant Investment LP$7.6M1
20NORTHERN TRUST CORP$6.8M1
21Coastal Bridge Advisors, LLC$6.0M1
22VICTORY CAPITAL MANAGEMENT INC$5.8M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.7M1
24PRINCIPAL FINANCIAL GROUP INC$5.7M1
25Nuveen, LLC$5.3M1
26HILLMAN CO$5.2M1
27Tabor Asset Management, LP$5.0M1
28DEUTSCHE BANK AG\$5.0M1
29VANGUARD FIDUCIARY TRUST CO$4.9M1
30LAZARD ASSET MANAGEMENT LLC$4.7M1
31Point72 Asset Management, L.P.$4.7M1
32Hillsdale Investment Management Inc.$4.4M1
33HAWK RIDGE CAPITAL MANAGEMENT LP$4.2M1
34CITIZENS FINANCIAL GROUP INC/RI$3.1M1
35FIRST TRUST ADVISORS LP$3.0M1
36DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.0M1
37VOYA INVESTMENT MANAGEMENT LLC$2.9M1
38Empowered Funds, LLC$2.9M1
39Invesco Ltd.$2.7M1
40Y-Intercept (Hong Kong) Ltd$2.7M1
41MACKENZIE FINANCIAL CORP$2.4M1
42PUBLIC SECTOR PENSION INVESTMENT BOARD$2.4M1
43Quantinno Capital Management LP$2.2M1
44CDC Financial, Inc.$2.2M1
45AMERICAN CENTURY COMPANIES INC$2.2M1
46WINTON GROUP Ltd$2.1M1
47Walleye Capital LLC$2.0M1
48RICE HALL JAMES & ASSOCIATES, LLC$2.0M1
49HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.9M1
50SEB Asset Management AB$1.9M1
51SEI INVESTMENTS CO$1.9M1
52Robeco Institutional Asset Management B.V.$1.7M1
53Legal & General Group Plc$1.6M1
54SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
55ALLIANCEBERNSTEIN L.P.$1.5M1
56Qube Research & Technologies Ltd$1.5M1
57IEQ CAPITAL, LLC$1.3M1
58Swiss National Bank$1.3M1
59Engineers Gate Manager LP$1.3M1
60Avory & Company, LLC$1.3M1
61CITIGROUP INC$1.3M1
62UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.3M1
63Bastion Asset Management Inc.$1.2M1
64Schonfeld Strategic Advisors LLC$1.2M1
65Corient Private Wealth LLC$1.2M1
66D. E. Shaw & Co., Inc.$1.1M1
67ROYAL BANK OF CANADA$1.1M1
68Freestone Grove Partners LP$1.0M1
69CANADA PENSION PLAN INVESTMENT BOARD$754K1
70MAVERICK CAPITAL LTD$713K1
71VARCOV Co.$705K1
72OP Asset Management Ltd$670K1
73Blueshift Asset Management, LLC$670K1
74PRUDENTIAL FINANCIAL INC$656K1
75Numerai GP LLC$590K1
76Mariner, LLC$590K1
77Amundi$578K1
78BARCLAYS PLC$571K1
79VANGUARD ASSET MANAGEMENT, Ltd$564K1
80Vanguard Global Advisers, LLC$552K1
81Kazazian Asset Management, LLC$549K1
82TWO SIGMA INVESTMENTS, LP$506K1
83Beacon Pointe Advisors, LLC$489K1
84ANTIPODES PARTNERS Ltd$455K1
85Lighthouse Investment Partners, LLC$444K1
86Accurate Wealth Management, LLC$441K1
87Summit Trail Advisors, LLC$436K1
88Creative Planning$430K1
89MetLife Investment Management, LLC$404K1
90Squarepoint Ops LLC$393K1
91Cerity Partners LLC$385K1
92Illinois Municipal Retirement Fund$374K1
93JACOBS LEVY EQUITY MANAGEMENT, INC$355K1
94AXQ CAPITAL, LP$346K1
95CWM, LLC$342K1
96MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$332K1
97Empower Advisory Group, LLC$320K1
98MANUFACTURERS LIFE INSURANCE COMPANY, THE$319K1
99MIRABELLA FINANCIAL SERVICES LLP$300K1
100WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$296K1
101Voleon Capital Management LP$281K1
102Janus Henderson Group Ltd.$271K1
103WELLS FARGO & COMPANY/MN$257K1
104HSBC HOLDINGS PLC$235K1
105TEACHER RETIREMENT SYSTEM OF TEXAS$235K1
106EP Wealth Advisors, LLC$231K1
107NEW YORK STATE COMMON RETIREMENT FUND$214K1
108MERCER GLOBAL ADVISORS INC /ADV$207K1
109Centiva Capital, LP$199K1
110INTECH INVESTMENT MANAGEMENT LLC$196K1
111RAYMOND JAMES FINANCIAL INC$191K1
112Arizona State Retirement System$179K1
113YOUSIF CAPITAL MANAGEMENT, LLC$177K1
114STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$175K1
115Universal- Beteiligungs- und Servicegesellschaft mbH$166K1
116PRELUDE CAPITAL MANAGEMENT, LLC$163K1
117COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$162K1
118Allspring Global Investments Holdings, LLC$154K1
119KLP KAPITALFORVALTNING AS$151K1
120Zurcher Kantonalbank (Zurich Cantonalbank)$151K1
121OREGON PUBLIC EMPLOYEES RETIREMENT FUND$149K1
122Vanguard Investments Australia, Ltd.$148K1
123FIFTH THIRD BANCORP$146K1
124OXFORD ASSET MANAGEMENT LLP$139K1
125State of Wyoming$130K1
126Walleye Trading LLC$119K1
127Olympiad Research LP$117K1
128ProShare Advisors LLC$109K1
129Inscription Capital, LLC$107K1
130FOX RUN MANAGEMENT, L.L.C.$104K1
131Edgestream Partners, L.P.$101K1
132Pictet Asset Management Holding SA$101K1
133Gotham Asset Management, LLC$100.0K1
134Maryland State Retirement & Pension System$92.6K1
135U.S. Capital Wealth Advisors, LLC$90.7K1
136Verition Fund Management LLC$79.4K1
137Sequoia Financial Advisors, LLC$77.4K1
138Scientech Research LLC$75.0K1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$74.8K1
140Merit Financial Group, LLC$71.8K1
141XPONANCE LLC$65.6K1
142STATE OF WISCONSIN INVESTMENT BOARD$61.1K1
143Allianz Asset Management GmbH$60.3K1
144Mirae Asset Global Investments Co., Ltd.$59.8K1
145EVERGREEN CAPITAL MANAGEMENT LLC$57.8K1
146Cetera Investment Advisers$57.8K1
147Ameritas Investment Partners, Inc.$56.2K1
148Tower Research Capital LLC (TRC)$52.3K1
149Parkside Financial Bank & Trust$37.6K1
150Pinnacle Wealth Planning Services, Inc.$29.4K1
151FMR LLC$25.1K1
152MAI Capital Management$14.0K1
153OSAIC HOLDINGS, INC.$12.9K1
154NISA INVESTMENT ADVISORS, LLC$12.6K1
155ACADIAN ASSET MANAGEMENT LLC$12.1K1
156Larson Financial Group LLC$11.9K1
157Clearstead Advisors, LLC$11.3K1
158UMB Bank, n.a.$9.4K1
159BNP Paribas Asset Management Holding S.A.$9.3K1
160Rockefeller Capital Management L.P.$8.8K1
161Allworth Financial LP$8.0K1
162POM Investment Strategies, LLC$7.8K1
163Arax Advisory Partners$6.7K1
164GROUP ONE TRADING LLC$5.9K1
165SBI Securities Co., Ltd.$5.3K1
166Smartleaf Asset Management LLC$4.0K1
167Optiver Holding B.V.$2.8K1
168Caitong International Asset Management Co., Ltd$2.3K1
169SIGNATUREFD, LLC$2.2K1
170HARBOR CAPITAL ADVISORS, INC.$2.1K1
171US BANCORP \DE\$1.9K1
172True Wealth Design, LLC$1.8K1
173Physician Wealth Advisors, Inc.$1.0K1
174ALGERT GLOBAL LLC$8061
175State of Alaska, Department of Revenue$6431
176CANADA LIFE ASSURANCE Co$5651
177THRIVENT FINANCIAL FOR LUTHERANS$4361
178Virtu Financial LLC$2851
179FARMERS & MERCHANTS INVESTMENTS INC$2841
180SJS Investment Consulting Inc.$1931
181GILPIN WEALTH MANAGEMENT, LLC$1881
182TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1591
183DekaBank Deutsche Girozentrale$831
184CHASE INVESTMENT COUNSEL CORP— value not disclosed1
185Jefferies Financial Group Inc.— value not disclosed1
186VANGUARD GROUP INC— value not disclosed1
187ESSEX INVESTMENT MANAGEMENT CO LLC— value not disclosed1
188PANAGORA ASSET MANAGEMENT INC— value not disclosed1
189COMERICA BANK— value not disclosed1
190BLAIR WILLIAM & CO/IL— value not disclosed1
191NEUMEIER POMA INVESTMENT COUNSEL LLC— value not disclosed1
192FEDERATED HERMES, INC.— value not disclosed1
193RBF Capital, LLC— value not disclosed1
194HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
195JUPITER ASSET MANAGEMENT LTD— value not disclosed1
196BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
197MILLENNIUM MANAGEMENT LLC— value not disclosed1
198CIBC Private Wealth Group LLC— value not disclosed1
199Graham Capital Management, L.P.— value not disclosed1
200ASSETMARK, INC— value not disclosed1
201Bridgewater Associates, LP— value not disclosed1
202Magnetar Financial LLC— value not disclosed1
203GSA CAPITAL PARTNERS LLP— value not disclosed1
204NORGES BANK— value not disclosed1
205CITADEL ADVISORS LLC— value not disclosed1
206EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
207TWO SIGMA ADVISERS, LP— value not disclosed1
208Brevan Howard Capital Management LP— value not disclosed1
209Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
210Dynamic Technology Lab Private Ltd— value not disclosed1
211LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
212Focus Partners Wealth— value not disclosed1
213Kemnay Advisory Services Inc.— value not disclosed1
214PDT Partners, LLC— value not disclosed1
215JANE STREET GROUP, LLC— value not disclosed1
216Versor Investments LP— value not disclosed1
217Steward Partners Investment Advisory, LLC— value not disclosed1
218Bridgefront Capital, LLC— value not disclosed1
219ExodusPoint Capital Management, LP— value not disclosed1
220Global Retirement Partners, LLC— value not disclosed1
221BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
222Aquatic Capital Management LLC— value not disclosed1
223XTX Topco Ltd— value not disclosed1
224Round Rock Advisors LLC— value not disclosed1
225Pallas Capital Advisors LLC— value not disclosed1
226Focus Partners Advisor Solutions, LLC— value not disclosed1
227AlphaQuest LLC— value not disclosed1
228NorthCrest Asset Manangement, LLC— value not disclosed1
229PharVision Advisers, LLC— value not disclosed1
230Dunhill Financial, LLC— value not disclosed1
231Quarry LP— value not disclosed1
232SHERBROOKE PARK ADVISERS LLC— value not disclosed1
233Polymer Capital Management (US) LLC— value not disclosed1
234Federation des caisses Desjardins du Quebec— value not disclosed1
235Jain Global LLC— value not disclosed1
236Brookwood Investment Group LLC— value not disclosed1
237Keating Financial Advisory Services, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 183 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LZ

RETAINED WINDOW · ACTIVE HITS

Zero hits on LZ in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for LZ · financials and macro

Financials — as filed PLANNED

LZ's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LZ on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing