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 ($732.5k this quarter). Holder counts are more reliable. Shares outstanding: 46.1m as of 2024-05-03, 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 ≈ $63.08. Options: 6 managers hold calls ($1.8m notional), 2 hold puts ($674.5k).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 258 |
| Q4 2022 | 272 |
| Q1 2023 | 267 |
| Q2 2023 | 250 |
| Q3 2023 | 254 |
| Q4 2023 | 265 |
| Q1 2024 | 276 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 130 | 114 |
| Q1 2023 | 114 | 138 |
| Q2 2023 | 112 | 145 |
| Q3 2023 | 106 | 131 |
| Q4 2023 | 105 | 133 |
| Q1 2024 | 134 | 123 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $2.1m | $644.6k | 0.30 |
| Q3 2023 | $2.3m | $535.0k | 0.24 |
| Q4 2023 | $1.5m | $430.0k | 0.28 |
| Q1 2024 | $1.8m | $674.5k | 0.37 |
Biggest buyers
| Select Equity Group, L.P. | New | +522.9k |
| MORGAN STANLEY | Added | +349.9k |
| ROYCE & ASSOCIATES LP | Added | +155.8k |
| ArrowMark Colorado Holdings LLC | Added | +127.3k |
| Retirement Systems of Alabama | Added | +115.3k |
| Qube Research & Technologies Ltd | Added | +110.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +107.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +85.8k |
| Legal & General Group Plc | Added | +79.0k |
| BANK OF AMERICA CORP /DE/ | Added | +69.9k |
Biggest sellers
| Thrivent Financial for Lutherans | Reduced | -574.4k |
| FMR LLC | Reduced | -310.9k |
| AMERIPRISE FINANCIAL INC | Reduced | -173.3k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | Reduced | -106.5k |
| SEI INVESTMENTS CO | Reduced | -75.2k |
| NORTHERN TRUST CORP | Reduced | -74.3k |
| BlackRock Inc. | Reduced | -67.4k |
| AXA S.A. | Reduced | -61.8k |
| CITADEL ADVISORS LLC | Reduced | -49.9k |
| Edgestream Partners, L.P. | Sold out | -38.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $800.6k12.7k shares |
| JANE STREET GROUP, LLC | Reduced | $630.4k10.0k shares |
| CITADEL ADVISORS LLC | Unchanged | $239.6k3.8k shares |
| Walleye Trading LLC | Added | $151.3k2.4k shares |
| SIMPLEX TRADING, LLC | Added | $12.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Walleye Trading LLC | Added | $516.9k8.2k shares |
| CITADEL ADVISORS LLC | Added | $157.6k2.5k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 1 | $100.5k | 0 | — | — |
| Q4 2022 | 0 | — | 2 | $412.5k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 4 | $814.9k | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $289.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-29 | ROSSEN JEREMY EVP/General Counsel | Sold | $289.0k4.2k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 5.5m $349.0m | Reduced -67.4k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.6m $291.7m | Reduced -17.0k |
| ArrowMark Colorado Holdings LLC 2.42% of their portfolio | 3.4m $215.7m | Added +127.3k |
| JANUS HENDERSON GROUP PLC 0.11% of their portfolio | 3.2m $204.2m | Added +10.3k |
| Legal & General Group Plc 0.03% of their portfolio | 1.9m $118.2m | Added +79.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.8m $113.5m | Added +107.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $108.7m | Added +18.2k |
| ROYCE & ASSOCIATES LP 0.94% of their portfolio | 1.7m $105.3m | Added +155.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $86.3m | Added +349.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.10% of their portfolio | 1.4m $87.1m | Reduced -24.0k |
| CDAM (UK) Ltd 9.81% of their portfolio | 1.3m $78.9m | Added +69.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $73.6m | Added +47.7k |
| FMR LLC 0.00% of their portfolio | 1.1m $71.8m | Reduced -310.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.25% of their portfolio | 921.0k $58.1m | Added +85.8k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 2.81% of their portfolio | 888.0k $56.0m | Reduced -106.5k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 833.3k $52.5m | Reduced -13.9k |
| Invesco Ltd. 0.01% of their portfolio | 741.9k $46.8m | Added +56.4k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 670.9k $42.3m | Reduced -7.3k |
| Thrivent Financial for Lutherans 0.08% of their portfolio | 604.9k $38.1m | Reduced -574.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 597.2k $37.6m | Added +21.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 593.0k $37.4m | Reduced -24.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 563.0k $35.5m | Reduced -74.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 558.7k $35.2m | Reduced -9.5k |
| NORGES BANK 0.01% of their portfolio | 536.6k $33.8m | Added +57.4k |
| Select Equity Group, L.P. 0.12% of their portfolio | 522.9k $33.0m | New |
| Fisher Asset Management, LLC 0.01% of their portfolio | 466.4k $29.4m | Added +8.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 441.5k $27.8m | Added +48.9k |
| RICE HALL JAMES & ASSOCIATES, LLC 1.49% of their portfolio | 413.1k $26.0m | Reduced -15.4k |
| BRAVE ASSET MANAGEMENT INC 5.73% of their portfolio | 349.9k $22.1m | Added +15.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 347.1k $21.9m | Reduced -18.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 304.0k $19.2m | Added +69.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.12% of their portfolio | 298.2k $18.8m | Added +23.6k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1.05% of their portfolio | 297.7k $18.8m | Reduced -4.4k |
| Retirement Systems of Alabama 0.07% of their portfolio | 296.6k $18.7m | Added +115.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 229.7k $14.5m | Added +1.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 197.6k $12.5m | Reduced -19.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 196.3k $12.4m | Reduced -49.9k |
| GLENMEDE TRUST CO NA 0.06% of their portfolio | 183.1k $11.5m | Added +12.8k |
| NFJ INVESTMENT GROUP, LLC 0.31% of their portfolio | 177.9k $11.2m | Reduced -9.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 174.7k $11.0m | Reduced -11.0k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 171.5k $10.8m | Added +110.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 162.0k $10.2m | Reduced -224 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 133.8k $8.4m | Reduced -4.5k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 109.8k $6.9m | Reduced -75.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 106.7k $6.7m | Reduced -173.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 104.6k $6.6m | Reduced -814 |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 104.6k $6.6m | Added +58.4k |
| CORBYN INVESTMENT MANAGEMENT INC/MD 2.82% of their portfolio | 101.1k $6.4m | Added +6.4k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 101.0k $6.4m | Added +1.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 100.1k $6.3m | Added +5.3k |
| Invenomic Capital Management LP 0.33% of their portfolio | 97.1k $6.1m | Added +10.3k |
| SCOUT INVESTMENTS, INC. 0.14% of their portfolio | 93.9k $5.9m | Reduced -6.0k |
| EAGLE ASSET MANAGEMENT INC 0.03% of their portfolio | 91.0k $5.7m | Added +26.5k |
| Swiss National Bank 0.00% of their portfolio | 90.7k $5.7m | Reduced -800 |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 87.5k $5.5m | Reduced -7.1k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.02% of their portfolio | 83.1k $5.2m | Reduced -1.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 80.0k $5.0m | Added +434 |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 76.4k $4.8m | Reduced -532 |
| BARCLAYS PLC 0.00% of their portfolio | 76.0k $4.8m | Reduced -26.4k |
| S&T Bank/PA 0.92% of their portfolio | 75.7k $4.8m | Reduced -6.7k |
| Chicago Capital, LLC 0.14% of their portfolio | 75.5k $4.8m | Reduced -220 |
| Aequim Alternative Investments LP 0.16% of their portfolio | 70.1k $4.4m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 65.7k $4.1m | Added +27.8k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 64.6k $4.1m | New |
| AXA S.A. 0.01% of their portfolio | 61.8k $3.9m | Reduced -61.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 61.4k $3.9m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 61.0k $3.8m | Added +6.9k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.06% of their portfolio | 58.0k $3.7m | Added +5.0k |
| GREAT LAKES ADVISORS, LLC 0.03% of their portfolio | 57.9k $3.6m | Added +309 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 55.0k $3.5m | Added +1.7k |
| CLARK ESTATES INC/NY 0.53% of their portfolio | 51.0k $3.2m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 50.3k $3.2m | Reduced -29.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 48.8k $3.1m | Reduced -242 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 48.7k $3.1m | Added +40.5k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 48.0k $3.0m | Reduced -1.8k |
| UBS Group AG 0.00% of their portfolio | 48.0k $3.0m | Added +45.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 47.6k $3.0m | Added +43.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 46.0k $2.9m | Reduced -3.3k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 40.8k $2.6m | Reduced -3.6k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 40.5k $2.6m | Added +3.7k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 40.2k $2.5m | Added +522 |
| Ewing Morris & Co. Investment Partners Ltd. 1.52% of their portfolio | 39.1k $3.3m | Added +32.0k |
| Amundi 0.00% of their portfolio | 38.7k $2.0m | Added +861 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 36.4k $2.3m | Reduced -184 |
| DANSKE BANK A/S 0.01% of their portfolio | 36.0k $2.3m | First filing |
| Bridge City Capital, LLC 0.79% of their portfolio | 34.4k $2.2m | Added +265 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 34.0k $2.1m | Reduced -4.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 33.7k $2.1m | Added +11.8k |
| Holocene Advisors, LP 0.01% of their portfolio | 33.3k $2.1m | Added +4.7k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 30.4k $1.9m | Added +29.0k |
| CITIGROUP INC 0.00% of their portfolio | 30.2k $1.9m | Added +2.9k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 29.5k $1.9m | Added +250 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 29.3k $1.8m | Added +995 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 29.0k $1.8m | Reduced -35 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 27.4k $1.7m | Reduced -1.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 26.0k $1.6m | Added +5.4k |
| Cardinal Capital Management 0.26% of their portfolio | 25.5k $1.6m | Added +6.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 25.2k $1.6m | Reduced -5.5k |
| AMALGAMATED BANK 0.01% of their portfolio | 24.1k $1.5m | Reduced -3.2k |
| GW&K Investment Management, LLC 0.01% of their portfolio | 23.9k $1.5m | Reduced -920 |