This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LZ/capital-change-brief"
Use Arkolith's capital_change_brief for LZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Francisco Partners Management, LP | $162.3M | 28.6M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $101.7M | 17.9M | ▲+57% Added · +6.5M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $64.1M | 11.3M | ▲New +11.3M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $39.4M | 6.9M | ▲New +6.9M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $25.1M | 4.4M | ▲+66% Added · +1.8M sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $22.8M | 4.0M | ▼−21% Reduced · −1.0M sh | Q1 2026 | |
| 7 | Boston Partners | $22.2M | 3.9M | ▲+7.7% Added · +280K sh | Q1 2026 | |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $20.0M | 3.5M | ▼−19% Reduced · −851K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $17.7M | 3.1M | ▲+3.0% Added · +91K sh | Q1 2026 | |
| 10 | Invenomic Capital Management LP | $16.6M | 2.9M | ▲+84% Added · +1.3M sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $16.4M | 2.9M | ▼−3.5% Reduced · −104K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $16.0M | 2.8M | ▼−24% Reduced · −908K sh | Q1 2026 | |
| 13 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $15.2M | 2.7M | ▲+2.4% Added · +62K sh | Q1 2026 | |
| 14 | FRANKLIN RESOURCES INC | $14.2M | 2.5M | ▼−8.8% Reduced · −242K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $14.2M | 2.5M | ▲+187% Added · +1.6M sh | Q1 2026 | |
| 16 | Ararat Capital Management LP | $12.4M | 2.2M | ▲+17% Added · +319K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $12.2M | 2.2M | ▼−20% Reduced · −556K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $11.8M | 2.1M | ▲+60% Added · +773K sh | Q1 2026 | |
| 19 | Man Group plc | $9.2M | 1.6M | ▲+40% Added · +460K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $8.8M | 1.5M | ▼−40% Reduced · −1.0M sh | Q1 2026 | |
| 21 | UBS Group AG | $8.1M | 1.4M | ▲+131% Added · +807K sh | Q1 2026 | |
| 22 | Trexquant Investment LP | $7.6M | 1.3M | ▲+141% Added · +781K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $6.8M | 1.2M | ▲+10% Added · +109K sh | Q1 2026 | |
| 24 | NORGES BANK | $10.5M | 1.1M | ▲+838% Added · +947K sh | Q4 2025 | |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $5.8M | 1.0M | ▲+85% Added · +469K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2026 | Miller Nicole | CHIEF LEGAL OFFICER | Tax withholding (F) | 52K | $372K |
| Jul 9, 2026 | Watson Noel Bertram | Chief Operating Officer & CFO | Tax withholding (F) | 52K | $372K |
| Jun 3, 2026 | Whiteley Sivan | Director | Grant (A) | 36K | $0 |
| Jun 3, 2026 | Hamren Elizabeth | Director | Grant (A) | 36K | $0 |
| Jun 3, 2026 | Murphy John Francis | Director | Grant (A) | 36K | $0 |
| Jun 3, 2026 | Gooden Nathan | Director | Grant (A) | 36K | $0 |
| May 19, 2026 | Miller Nicole | CHIEF LEGAL OFFICER | Sell (S) | 19K | $126K |
| May 18, 2026 | Watson Noel Bertram | Chief Operating Officer & CFO | Sell (S) | 15K | $97K |
| May 15, 2026 | Thomas Charles C. | Chief Accounting Officer | Tax withholding (F) | 4K | $23K |
| May 15, 2026 | Watson Noel Bertram | Chief Operating Officer & CFO | Tax withholding (F) | 83K | $495K |
| May 15, 2026 | Stibel Jeffrey M | Chief Executive Officer, Director | Tax withholding (F) | 110K | $662K |
| May 15, 2026 | Miller Nicole | CHIEF LEGAL OFFICER | Tax withholding (F) | 47K | $280K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 84 funds | $34.9B |
| AMAZON.COM INCAMZN | 82 funds | $26.5B |
| META PLATFORMS INC-CLASS AMETA | 81 funds | $15.7B |
| ELI LILLY & COLLY | 81 funds | $9.0B |
| COSTCO WHOLESALE CORPCOST | 81 funds | $5.9B |
| BOSTON SCIENTIFIC CORPBSX | 81 funds | $2.3B |
| NVIDIA CORPNVDA | 80 funds | $49.1B |
| BANK OF AMERICA CORPBAC | 80 funds | $3.9B |
| CAPITAL ONE FINANCIAL CORPCOF | 80 funds | $2.2B |
| APPLE INCAAPL | 79 funds | $40.1B |
| ALPHABET INC-CL AGOOGL | 79 funds | $21.8B |
| MICRON TECHNOLOGY INCMU | 79 funds | $5.5B |
Ranked by how many of LZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.