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 ($1.5m this quarter). Holder counts are more reliable. Shares outstanding: 44.7m as of 2024-08-02, 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 ≈ $55.05. Options: 5 managers hold calls ($1.3m notional), 7 hold puts ($16.2m).
Trends to Q2 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 |
| Q2 2024 | 261 |
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 |
| Q2 2024 | 135 | 128 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $2.3m | $535.0k | 0.24 |
| Q4 2023 | $1.5m | $430.0k | 0.28 |
| Q1 2024 | $1.8m | $674.5k | 0.37 |
| Q2 2024 | $1.3m | $16.2m | 12.90 |
Biggest buyers
| ROYCE & ASSOCIATES LP | Added | +268.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +257.1k |
| ArrowMark Colorado Holdings LLC | Added | +231.2k |
| AQR CAPITAL MANAGEMENT LLC | Added | +228.3k |
| BlackRock Inc. | Added | +179.9k |
| VANGUARD GROUP INC | Added | +174.5k |
| Legal & General Group Plc | Added | +137.4k |
| BANK OF AMERICA CORP /DE/ | Added | +133.1k |
| AXA S.A. | Added | +126.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +113.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.1m |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | Reduced | -720.6k |
| Thrivent Financial for Lutherans | Reduced | -593.7k |
| Select Equity Group, L.P. | Sold out | -522.9k |
| Fisher Asset Management, LLC | Reduced | -345.9k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -269.5k |
| JPMORGAN CHASE & CO | Reduced | -157.0k |
| Allspring Global Investments Holdings, LLC | Reduced | -151.1k |
| MACQUARIE GROUP LTD | Reduced | -129.1k |
| FMR LLC | Reduced | -121.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $825.8k15.0k shares |
| CITADEL ADVISORS LLC | Added | $275.2k5.0k shares |
| Walleye Capital LLC | New | $132.1k2.4k shares |
| SIMPLEX TRADING, LLC | Added | $22.0k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Shaolin Capital Management LLC | New | $7.2m130.3k shares |
| DLD Asset Management, LP | New | $6.2m112.5k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $1.3m23.5k shares |
| D. E. Shaw & Co., Inc. | New | $732.2k13.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $390.9k7.1k shares |
| CITADEL ADVISORS LLC | Added | $346.8k6.3k shares |
| Walleye Capital LLC | New | $66.1k1.2k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 5.7m $314.6m | Added +179.9k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.8m $264.3m | Added +174.5k |
| ArrowMark Colorado Holdings LLC 2.40% of their portfolio | 3.7m $201.1m | Added +231.2k |
| JANUS HENDERSON GROUP PLC 0.09% of their portfolio | 3.2m $173.5m | Reduced -87.3k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.1m $113.3m | Added +257.1k |
| Legal & General Group Plc 0.03% of their portfolio | 2.0m $110.8m | Added +137.4k |
| ROYCE & ASSOCIATES LP 1.00% of their portfolio | 1.9m $106.7m | Added +268.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $96.0m | Added +19.3k |
| CDAM (UK) Ltd 10.77% of their portfolio | 1.3m $72.1m | Added +59.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $68.2m | Added +70.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.07% of their portfolio | 1.1m $60.5m | Reduced -269.5k |
| FMR LLC 0.00% of their portfolio | 1.0m $56.1m | Reduced -121.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.23% of their portfolio | 976.0k $53.7m | Added +55.0k |
| Invesco Ltd. 0.01% of their portfolio | 846.7k $46.6m | Added +104.8k |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 704.2k $38.8m | Reduced -129.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 635.1k $35.0m | Added +37.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 582.5k $32.1m | Added +19.4k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 575.4k $31.7m | Added +16.8k |
| NORGES BANK 0.00% of their portfolio | 536.6k $29.5m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 519.8k $28.6m | Reduced -151.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 478.0k $26.3m | Reduced -115.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 1.49% of their portfolio | 451.8k $24.9m | Added +38.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 437.0k $24.1m | Added +133.1k |
| Retirement Systems of Alabama 0.08% of their portfolio | 360.0k $19.8m | Added +63.5k |
| BRAVE ASSET MANAGEMENT INC 4.91% of their portfolio | 349.9k $19.3m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 344.7k $19.0m | Reduced -2.5k |
| MORGAN STANLEY 0.00% of their portfolio | 304.9k $16.8m | Reduced -1.1m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 284.6k $15.7m | Reduced -157.0k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 278.6k $15.2m | Added +228.3k |
| GLENMEDE TRUST CO NA 0.07% of their portfolio | 256.9k $14.1m | Added +73.9k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 256.2k $14.1m | Added +84.8k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.09% of their portfolio | 252.3k $13.9m | Reduced -45.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 235.1k $12.9m | Added +5.4k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 0.84% of their portfolio | 205.4k $11.3m | Reduced -92.2k |
| NFJ INVESTMENT GROUP, LLC 0.33% of their portfolio | 195.6k $10.8m | Added +17.7k |
| AXA S.A. 0.02% of their portfolio | 188.3k $10.4m | Added +126.5k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 176.8k $9.7m | Added +96.8k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 2.52% of their portfolio | 167.5k $9.2m | Reduced -720.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 160.9k $8.9m | Reduced -35.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 159.6k $8.8m | Reduced -2.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 156.3k $8.6m | Added +56.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 154.6k $8.5m | Reduced -20.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 147.1k $8.1m | Added +81.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 137.6k $7.6m | Added +3.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 137.2k $7.6m | Added +76.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 127.7k $7.0m | Reduced -69.8k |
| Invenomic Capital Management LP 0.35% of their portfolio | 120.7k $6.6m | Added +23.6k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 120.4k $6.6m | Reduced -345.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 117.9k $6.5m | Added +11.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 113.3k $6.2m | New |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 113.2k $6.2m | Added +8.6k |
| CORBYN INVESTMENT MANAGEMENT INC/MD 2.52% of their portfolio | 110.7k $6.1m | Added +9.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 102.6k $5.6m | Reduced -7.2k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 93.8k $5.2m | Added +17.4k |
| Swiss National Bank 0.00% of their portfolio | 90.7k $5.0m | Unchanged |
| EAGLE ASSET MANAGEMENT INC 0.03% of their portfolio | 90.5k $4.9m | Reduced -492 |
| SCOUT INVESTMENTS, INC. 0.13% of their portfolio | 85.7k $4.7m | Reduced -8.2k |
| Corebridge Financial, Inc. 0.02% of their portfolio | 82.5k $4.5m | First filing |
| Bridgewater Associates, LP 0.02% of their portfolio | 77.1k $4.2m | New |
| Chicago Capital, LLC 0.12% of their portfolio | 75.5k $4.2m | Unchanged |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.07% of their portfolio | 73.0k $4.0m | Added +15.0k |
| Aequim Alternative Investments LP 0.14% of their portfolio | 70.1k $3.9m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 61.9k $3.4m | Reduced -42.7k |
| SEIZERT CAPITAL PARTNERS, LLC 0.16% of their portfolio | 60.1k $3.3m | Added +38.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 59.1k $3.3m | Reduced -2.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 54.6k $3.0m | Reduced -388 |
| S&T Bank/PA 0.76% of their portfolio | 53.9k $3.0m | Reduced -21.8k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 49.7k $2.7m | Added +1.7k |
| CLARK ESTATES INC/NY 0.51% of their portfolio | 49.4k $2.7m | Reduced -1.6k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 49.2k $2.7m | Added +36.2k |
| GREAT LAKES ADVISORS, LLC 0.02% of their portfolio | 47.4k $2.6m | Reduced -10.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 47.3k $2.6m | Reduced -355 |
| GW&K Investment Management, LLC 0.02% of their portfolio | 46.1k $2.5m | Added +22.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 45.0k $2.5m | Reduced -987 |
| Holocene Advisors, LP 0.01% of their portfolio | 44.3k $2.4m | Added +10.9k |
| Bridge City Capital, LLC 0.81% of their portfolio | 44.0k $2.4m | Added +9.6k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 40.0k $2.2m | Added +3.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 39.8k $2.2m | Added +32.4k |
| Ewing Morris & Co. Investment Partners Ltd. 1.37% of their portfolio | 39.1k $2.2m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 38.0k $2.1m | Reduced -38.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 36.3k $2.0m | Added +11.1k |
| CITIGROUP INC 0.00% of their portfolio | 33.5k $1.8m | Added +3.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 32.9k $1.8m | Added +27.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 32.5k $1.8m | Reduced -1.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 32.1k $1.8m | Added +3.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 31.8k $1.7m | Reduced -17.0k |
| MAVERICK CAPITAL LTD 0.03% of their portfolio | 31.2k $1.7m | Added +24.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 30.5k $1.7m | Added +1.2k |
| Cardinal Capital Management 0.28% of their portfolio | 30.1k $1.7m | Added +4.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 29.5k $1.6m | Added +19.6k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 29.3k $1.6m | Reduced -166 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% of their portfolio | 27.5k $1.5m | Added +6.5k |
| ClariVest Asset Management LLC 0.15% of their portfolio | 27.4k $1.5m | New |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 26.4k $1.5m | Reduced -987 |
| QSV Equity Investors LLC 1.46% of their portfolio | 25.4k $1.4m | Added +7.1k |
| COMERICA BANK 0.01% of their portfolio | 24.0k $1.3m | Added +195 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 23.6k $1.3m | Added +5.1k |
| Amundi 0.00% of their portfolio | 23.4k $1.3m | Reduced -15.3k |
| UBS Group AG 0.00% of their portfolio | 23.4k $1.3m | Reduced -24.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 22.8k $1.3m | First filing |