LegalZoom.com Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:LZ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
01 Mar 24	SellUS$124,740	John Murphy	Individual		10,000	US$12.47

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LZ?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	8,084,723	4.68%
General Public	26,632,720	15.4%
VC/PE Firms	54,563,973	31.6%
Institutions	83,540,794	48.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 73.1% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.6%	Francisco Partners Management, L.P.	28,625,744	US$221.8m	0%	24.81%
10.2%	The Vanguard Group, Inc.	17,697,069	US$137.2m	-3.26%	no data
9.49%	TCMI Inc.	16,396,313	US$127.1m	0%	2.67%
5.9%	BlackRock, Inc.	10,202,875	US$79.1m	3.55%	no data
5.52%	GPI Capital Limited	9,541,916	US$73.9m	0%	22.23%
3.84%	Jeffrey Stibel	6,628,592	US$51.4m	0.25%	no data
3.41%	Hawk Ridge Capital Management LP	5,892,728	US$45.7m	0%	1.96%
1.89%	Renaissance Technologies LLC	3,274,733	US$25.4m	32.8%	0.04%
1.71%	Franklin Resources, Inc.	2,951,056	US$22.9m	2.07%	0.01%
1.68%	State Street Global Advisors, Inc.	2,908,077	US$22.5m	-1.08%	no data
1.68%	Geode Capital Management, LLC	2,904,866	US$22.5m	-4.57%	no data
1.48%	Ararat Capital Management, LP	2,565,804	US$19.9m	-2.71%	7.49%
1.4%	ArrowMark Colorado Holdings, LLC	2,420,230	US$18.8m	-0.91%	0.25%
0.9%	Jacobs Levy Equity Management Inc	1,549,093	US$12.0m	-7.71%	0.05%
0.88%	Tabor Asset Management, LP	1,522,726	US$11.8m	27.4%	5.32%
0.79%	Dimensional Fund Advisors LP	1,364,448	US$10.6m	5.94%	no data
0.78%	Coastal Bridge Advisors, LLC	1,349,951	US$10.5m	-32.4%	2.6%
0.77%	T. Rowe Price Group, Inc.	1,332,600	US$10.3m	2,180%	no data
0.75%	Morgan Stanley, Investment Banking and Brokerage Investments	1,295,286	US$10.0m	75.1%	no data
0.71%	Northern Trust Global Investments	1,231,879	US$9.5m	1.71%	no data
0.7%	The Hillman Company	1,207,194	US$9.4m	0%	4.1%
0.69%	Charles Schwab Investment Management, Inc.	1,197,833	US$9.3m	2.75%	no data
0.58%	D. E. Shaw & Co., L.P.	997,427	US$7.7m	-19.2%	0.01%
0.38%	Voloridge Investment Management, LLC	650,759	US$5.0m	0%	0.02%
0.37%	Atom Investors LP	631,411	US$4.9m	-8.62%	0.52%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 23:04
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

LegalZoom.com, Inc. is covered by 18 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ross Sandler	Barclays
Trevor Young	Barclays
X. Lu	Barclays