ZIFF DAVIS INC ZD
COM · Common Stock · CUSIP 48123V102 · ISIN US48123V1026
American publicly traded technology company based in Hollywood, Los Angeles, California
- SectorCommunication
- IndustryTelegraph & Other Message Communications
- HeadquartersNew York, NY
- Founded1995
- Websitej2global.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.2m this quarter). Holder counts are more reliable. Shares outstanding: 47.2m as of 2022-11-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $79.11. Options: 3 managers hold calls ($1.3m notional), 2 hold puts ($1.9m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 258 |
| Q4 2022 | 272 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $807.0k | $3.1m | 3.89 |
| Q4 2022 | $1.3m | $1.9m | 1.41 |
Biggest buyers
| Fisher Asset Management, LLC | Added | +335.3k |
| Legal & General Group Plc | Added | +174.8k |
| FMR LLC | Added | +148.2k |
| BlackRock Inc. | Added | +143.6k |
| VANGUARD GROUP INC | Added | +89.3k |
| Allspring Global Investments Holdings, LLC | Added | +88.4k |
| TWINBEECH CAPITAL LP | New | +70.1k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Added | +59.0k |
| Nuveen Asset Management, LLC | Added | +48.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +46.3k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -3.9m |
| ArrowMark Colorado Holdings LLC | Reduced | -396.5k |
| FIL Ltd | Reduced | -200.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -107.0k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -89.6k |
| Ewing Morris & Co. Investment Partners Ltd. | Reduced | -73.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -68.6k |
| JPMORGAN CHASE & CO | Reduced | -52.6k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | Reduced | -43.5k |
| D. E. Shaw & Co., Inc. | Reduced | -39.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.3m15.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $79.0k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.9m23.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 15.0% |
| Janus Henderson Group Ltd. 13G · institution +0.6 pts · filed 2026-09-08 | 10.3% |
Pale Fire Capital SE
13D · may seek influence
new · filed 2026-03-03
Stated purposeThe Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons and the availability of Shares at prices that would make the purchase or sale of Shares desirable, the Reporting Persons may endeavor to increase or decrease their position in the Issuer through, among other things, the purchase or sale of Shares on the open market or in private transactions or otherwise, on such terms and at such times as the Reporting Persons may deem advisable. No Reporting Person has any present plan or proposal which would relate to or result in any of the matters set forth in s… Full filing |
6.9% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2026-10-08 | 6.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: Legal & General Group Plc (4.9%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), ArrowMark Colorado Holdings LLC (3.5%, 2026-02-17)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $49.8k | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 1 | $100.5k | 0 | — | — |
| Q4 2022 | 0 | — | 2 | $412.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-11-17 | KRETZMER W BRIAN Director | Sold | $224.1k2.5k shares |
| 2022-11-10 | ROSSEN JEREMY EVP/General Counsel | Sold | $188.4k2.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 5.5m $433.0m | Added +143.6k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.6m $362.7m | Added +89.3k |
| JANUS HENDERSON GROUP PLC 0.22% of their portfolio | 3.9m $307.2m | Reduced -3.9m |
| FMR LLC 0.02% of their portfolio | 2.6m $207.2m | Added +148.2k |
| ArrowMark Colorado Holdings LLC 2.04% of their portfolio | 2.2m $171.2m | Reduced -396.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.9m $146.9m | Reduced -2.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.21% of their portfolio | 1.7m $132.6m | Added +16.1k |
| STATE STREET CORP 0.01% of their portfolio | 1.6m $126.2m | Added +38.2k |
| Legal & General Group Plc 0.05% of their portfolio | 1.5m $119.5m | Added +174.8k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 3.73% of their portfolio | 1.5m $115.7m | Reduced -43.5k |
| FIL Ltd 0.12% of their portfolio | 1.3m $103.6m | Reduced -200.3k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 1.3m $100.4m | Added +5.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.63% of their portfolio | 1.2m $98.5m | Reduced -8.0k |
| ROYCE & ASSOCIATES LP 0.96% of their portfolio | 1.2m $91.1m | Added +6.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $84.5m | Added +46.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 989.1k $78.2m | Added +6.5k |
| CDAM (UK) Ltd 10.63% of their portfolio | 847.2k $67.0m | Reduced -1.0k |
| Invesco Ltd. 0.02% of their portfolio | 787.7k $62.3m | Reduced -35.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 736.4k $58.2m | Added +797 |
| Bank of New York Mellon Corp 0.01% of their portfolio | 684.5k $54.1m | Reduced -23.7k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 575.4k $45.5m | Added +48.2k |
| MORGAN STANLEY 0.01% of their portfolio | 574.9k $45.5m | Reduced -12.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 509.5k $40.3m | Added +9.9k |
| Fisher Asset Management, LLC 0.03% of their portfolio | 505.1k $40.0m | Added +335.3k |
| RICE HALL JAMES & ASSOCIATES, LLC 2.18% of their portfolio | 481.4k $38.1m | Reduced -386 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 324.5k $25.7m | Added +16.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 321.8k $25.5m | Added +2.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 298.7k $23.6m | Reduced -68.6k |
| BRAVE ASSET MANAGEMENT INC 7.94% of their portfolio | 295.9k $23.4m | Added +13.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 265.2k $21.0m | Reduced -107.0k |
| NORGES BANK 0.00% of their portfolio | 256.4k $20.3m | Added +5.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 254.8k $20.2m | Added +31.7k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1.41% of their portfolio | 246.6k $19.5m | Added +794 |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 237.2k $18.8m | Reduced -28.0k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 210.0k $16.6m | Added +88.4k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 199.3k $15.8m | Reduced -6.3k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 194.9k $15.2m | Reduced -89.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 194.6k $15.4m | Added +10.7k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.12% of their portfolio | 191.2k $15.1m | Added +59.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 168.9k $13.4m | Added +5.8k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 165.6k $13.1m | Reduced -5.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 151.3k $12.0m | Added +270 |
| Ewing Morris & Co. Investment Partners Ltd. 14.05% of their portfolio | 147.2k $11.6m | Reduced -73.1k |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. 0.18% of their portfolio | 146.7k $11.6m | Reduced -8.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 138.9k $11.0m | Reduced -52.6k |
| Chicago Capital, LLC 0.52% of their portfolio | 117.9k $9.3m | Reduced -220 |
| GLENMEDE TRUST CO NA 0.05% of their portfolio | 115.6k $9.1m | Reduced -13.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 110.8k $8.8m | Added +3.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 109.2k $8.6m | Added +7.3k |
| SCOUT INVESTMENTS, INC. 0.18% of their portfolio | 108.9k $8.6m | Reduced -1.8k |
| Swiss National Bank 0.01% of their portfolio | 108.2k $8.6m | Added +1.7k |
| Aequim Alternative Investments LP 0.23% of their portfolio | 106.9k $8.5m | Added +16.3k |
| CORBYN INVESTMENT MANAGEMENT INC/MD 3.16% of their portfolio | 100.5k $8.0m | Unchanged |
| KENNEDY CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 99.6k $7.9m | Added +3.1k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio | 94.6k $7.5m | Reduced -1.0k |
| Swedbank AB 0.02% of their portfolio | 87.3k $6.9m | Reduced -10.8k |
| S&T Bank/PA 1.25% of their portfolio | 85.6k $6.8m | Reduced -1.4k |
| BESSEMER GROUP INC 0.02% of their portfolio | 78.2k $6.2m | Added +3.5k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.11% of their portfolio | 72.1k $5.7m | Reduced -10.3k |
| EAGLE ASSET MANAGEMENT INC 0.03% of their portfolio | 70.6k $5.6m | Reduced -110 |
| TWINBEECH CAPITAL LP 0.11% of their portfolio | 70.1k $5.5m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 68.5k $5.4m | Reduced -3.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 67.3k $5.3m | Unchanged |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 66.4k $5.3m | Added +3.2k |
| Avalon Investment & Advisory 0.15% of their portfolio | 65.5k $5.2m | Reduced -607 |
| Homestead Advisers Corp 0.13% of their portfolio | 62.7k $5.0m | Unchanged |
| Retirement Systems of Alabama 0.02% of their portfolio | 62.2k $4.9m | Added +418 |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 61.7k $4.9m | Added +3.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 59.9k $4.7m | Reduced -6.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 57.3k $4.5m | Added +620 |
| State of Tennessee, Department of Treasury 0.02% of their portfolio | 55.2k $4.4m | Unchanged |
| MetLife Investment Management, LLC 0.03% of their portfolio | 52.7k $4.2m | Reduced -1.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 51.0k $4.0m | Added +1.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 48.9k $3.9m | Reduced -39.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 48.9k $3.9m | Reduced -1.1k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 44.7k $3.5m | Added +6.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 43.6k $3.4m | Reduced -2.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 43.1k $3.4m | Reduced -23.3k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.22% of their portfolio | 42.4k $3.4m | Unchanged |
| EULAV Asset Management 0.13% of their portfolio | 39.3k $3.1m | Unchanged |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 38.8k $3.1m | Added +852 |
| Stanley-Laman Group, Ltd. 0.53% of their portfolio | 35.2k $2.8m | Added +644 |
| Kendall Capital Management 1.37% of their portfolio | 34.3k $2.7m | Added +773 |
| NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 34.0k $2.7m | Added +7 |
| Vident Investment Advisory, LLC 0.09% of their portfolio | 31.9k $2.5m | New |
| AMALGAMATED BANK 0.02% of their portfolio | 31.8k $2.5m | Added +455 |
| TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio | 31.7k $2.5m | Reduced -2.2k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.40% of their portfolio | 31.0k $2.5m | Reduced -5.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 30.6k $2.4m | Added +1.9k |
| Bridge City Capital, LLC 1.23% of their portfolio | 30.4k $2.4m | Reduced -214 |
| Ancora Advisors LLC 0.07% of their portfolio | 30.3k $2.4m | Reduced -16.2k |
| Illinois Municipal Retirement Fund 0.05% of their portfolio | 30.3k $2.4m | Unchanged |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% of their portfolio | 29.5k $2.3m | Reduced -1.4k |
| UBS Group AG 0.00% of their portfolio | 29.2k $2.3m | Added +22.5k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 28.1k $2.2m | Reduced -479 |
| GW&K Investment Management, LLC 0.02% of their portfolio | 26.6k $2.1m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 25.9k $2.1m | Reduced -2.9k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% of their portfolio | 24.5k $1.9m | Added +200 |
| Holocene Advisors, LP 0.01% of their portfolio | 24.2k $1.9m | Added +12.7k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 24.1k $1.9m | Reduced -420 |