ZILLOW GROUP INC ZG
CL A · Common Stock · CUSIP 98954M101 · ISIN US98954M1018
Online real estate database
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersSeattle, WA
- Founded2006
- Websitezillow.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 ($4.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.38. Options: 6 managers hold calls ($5.7m notional), 8 hold puts ($13.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 247 |
| Q4 2022 | 255 |
| Q1 2023 | 260 |
| Q2 2023 | 267 |
| Q3 2023 | 261 |
| Q4 2023 | 272 |
| Q1 2024 | 259 |
| Q2 2024 | 248 |
| Q3 2024 | 279 |
| Q4 2024 | 312 |
| Q1 2025 | 286 |
| Q2 2025 | 282 |
| Q3 2025 | 303 |
| Q4 2025 | 299 |
| Q1 2026 | 268 |
| Q2 2026 | 262 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 132 | 120 |
| Q4 2024 | 138 | 122 |
| Q1 2025 | 133 | 145 |
| Q2 2025 | 130 | 139 |
| Q3 2025 | 157 | 122 |
| Q4 2025 | 138 | 142 |
| Q1 2026 | 142 | 142 |
| Q2 2026 | 116 | 159 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $13.8m | $16.2m | 1.17 |
| Q4 2025 | $101.3m | $6.4m | 0.06 |
| Q1 2026 | $43.0m | $6.9m | 0.16 |
| Q2 2026 | $5.7m | $13.5m | 2.38 |
Biggest buyers
| Independent Franchise Partners LLP | Added | +934.5k |
| D. E. Shaw & Co., Inc. | Added | +471.8k |
| HRT FINANCIAL LP | New | +438.9k |
| JANE STREET GROUP, LLC | New | +391.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +388.4k |
| Qube Research & Technologies Ltd | New | +351.2k |
| Longaeva Partners L.P. | New | +349.6k |
| Trexquant Investment LP | Added | +291.5k |
| XTX Topco Ltd | Added | +273.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +255.6k |
Biggest sellers
| TIGER GLOBAL MANAGEMENT LLC | Sold out | -1.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -1.0m |
| Capital World Investors | Reduced | -1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -816.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -492.8k |
| UBS Group AG | Reduced | -430.0k |
| Selkirk Management LLC | Sold out | -365.8k |
| HARVARD MANAGEMENT CO INC | Sold out | -284.8k |
| Balyasny Asset Management L.P. | Reduced | -208.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -169.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.9m59.1k shares |
| CITADEL ADVISORS LLC | Added | $1.8m57.4k shares |
| IMC-Chicago, LLC | Added | $1.3m41.4k shares |
| Twin Tree Management, LP | New | $376.4k12.0k shares |
| Walleye Trading LLC | Unchanged | $213.3k6.8k shares |
| GROUP ONE TRADING LLC | New | $116.1k3.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m125.5k shares |
| CITADEL ADVISORS LLC | Added | $2.1m66.4k shares |
| D. E. Shaw & Co., Inc. | Added | $1.8m58.5k shares |
| JANE STREET GROUP, LLC | New | $1.7m52.8k shares |
| Twin Tree Management, LP | New | $1.4m45.0k shares |
| Walleye Trading LLC | Added | $1.3m39.9k shares |
| IMC-Chicago, LLC | Added | $941.1k30.0k shares |
| GROUP ONE TRADING LLC | New | $363.9k11.6k 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 |
|---|---|
| Caledonia (Private) Investments Pty Ltd 13G · institution +1.9 pts · filed 2026-05-15 | 26.8% |
| Capital World Investors 13G · institution +5.5 pts · filed 2026-08-06 | 10.4% |
| BARTON RICHARD N 13D · may seek influence +1.0 pts · filed 2026-06-15 | 9.2% |
| Independent Franchise Partners LLP 13G · institution +2.7 pts · filed 2026-08-13 | 8.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution -1.7 pts · filed 2026-07-31 | 6.9% |
| Frink Lloyd D 13D · may seek influence filed 2026-02-18 | 6.7% |
Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (4.4%, 2026-07-31; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), FMR LLC (0.4%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), NORGES BANK (4.9%, 2026-01-27)
Insider purchases and sales since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 13 | $25.0m | $4.7m |
| Q1 2025 | 0 | — | 10 | $11.2m | $5.5m |
| Q2 2025 | 0 | — | 11 | $8.5m | $3.2m |
| Q3 2025 | 0 | — | 14 | $87.0m | $15.6m |
| Q4 2025 | 0 | — | 10 | $4.7m | $3.2m |
| Q1 2026 | 0 | — | 12 | $6.9m | $3.9m |
| Q2 2026 | 0 | — | 9 | $1.6m | $1.1m |
| Q3 2026 | 0 | — | 8 | $1.3m | $940.9k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-03 | Cormier Thielke Claire Director | Sold plan | $42.4k1.2k shares |
| 2026-09-03 | BLACHFORD ERIK C Director | Sold plan | $28.3k792 shares |
| 2026-08-17 | Wacksman Jeremy Chief Executive Officer, director | Sold plan | $319.2k9.3k shares |
| 2026-08-17 | Hofmann Jeremy COO & CFO | Sold plan | $193.5k5.7k shares |
| 2026-08-14 | Spaulding Dan Chief People Officer | Sold | $112.1k3.2k shares |
| 2026-08-13 | Wacksman Jeremy Chief Executive Officer, director | Sold plan | $198.1k5.8k shares |
| 2026-08-13 | Hofmann Jeremy COO & CFO | Sold plan | $120.2k3.5k shares |
| 2026-08-13 | Samuelson Errol G Chief Industry Dev. Officer | Sold | $108.0k3.2k shares |
| 2026-08-13 | Spaulding Dan Chief People Officer | Sold | $67.3k2.0k shares |
| 2026-08-13 | Beitel David A. Chief Technology Officer | Sold | $61.6k1.8k shares |
| 2026-08-13 | Rock Jennifer Chief Accounting Officer | Sold | $33.9k990 shares |
| 2026-08-11 | Cormier Thielke Claire Director | Sold plan | $39.3k1.2k shares |
| 2026-06-08 | BLACHFORD ERIK C Director | Sold plan | $27.5k791 shares |
| 2026-05-22 | Wacksman Jeremy Chief Executive Officer, director | Sold plan | $331.5k9.1k shares |
| 2026-05-18 | Hofmann Jeremy Chief Financial Officer | Sold plan | $205.7k5.5k shares |
| 2026-05-18 | Spaulding Dan Chief People Officer | Sold plan | $115.1k3.1k shares |
| 2026-05-15 | Owens Bradley D. General Counsel | Sold plan | $125.2k3.4k shares |
| 2026-05-14 | Wacksman Jeremy Chief Executive Officer, director | Sold | $229.5k6.1k shares |
| 2026-05-14 | Hofmann Jeremy Chief Financial Officer | Sold plan | $139.2k3.7k shares |
| 2026-05-14 | Samuelson Errol G Chief Industry Dev. Officer | Sold | $111.6k2.9k shares |
| 2026-05-14 | Owens Bradley D. General Counsel | Sold plan | $85.2k2.2k shares |
| 2026-05-14 | Spaulding Dan Chief People Officer | Sold plan | $78.0k2.1k shares |
| 2026-05-14 | Beitel David A. Chief Technology Officer | Sold | $71.3k1.9k shares |
| 2026-05-14 | Choo Jun Chief Operating Officer | Sold | $46.6k1.2k shares |
| 2026-05-14 | Rock Jennifer Chief Accounting Officer | Sold | $39.3k1.0k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Caledonia (Private) Investments Pty Ltd 12.13% of their portfolio | 11.3m $355.4m | Reduced -42.2k |
| Independent Franchise Partners LLP 0.76% of their portfolio | 3.7m $115.2m | Added +934.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.9m $92.1m | Reduced -1.0m |
| BlackRock, Inc. 0.00% of their portfolio | 2.4m $74.1m | Reduced -23.1k |
| Capital World Investors 0.01% of their portfolio | 2.1m $65.0m | Reduced -1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.4m $45.0m | Reduced -816.4k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 1.0m $31.5m | Added +471.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 891.8k $28.0m | Reduced -169.3k |
| NORGES BANK 0.00% of their portfolio | 796.6k $25.0m | Not comparable |
| MORGAN STANLEY 0.00% of their portfolio | 707.2k $22.2m | Added +137.5k |
| STATE STREET CORP 0.00% of their portfolio | 704.2k $22.1m | Reduced -30.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 698.5k $21.9m | Added +144.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 624.3k $19.6m | Added +255.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 579.2k $18.2m | Reduced -492.8k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 530.6k $16.6m | Added +209.8k |
| HRT FINANCIAL LP 0.03% of their portfolio | 438.9k $13.8m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 412.7k $12.9m | Added +219.8k |
| UBS Group AG 0.00% of their portfolio | 405.6k $12.7m | Reduced -430.0k |
| Trexquant Investment LP 0.08% of their portfolio | 401.3k $12.6m | Added +291.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 391.0k $12.3m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 388.4k $12.2m | New |
| Technology Crossover Management VIII, Ltd. 3.48% of their portfolio | 384.3k $12.1m | Unchanged |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 360.4k $11.3m | Added +165.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 351.2k $11.0m | New |
| Longaeva Partners L.P. 0.32% of their portfolio | 349.6k $11.0m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 334.8k $10.5m | Reduced -29.8k |
| COATUE MANAGEMENT LLC 0.02% of their portfolio | 328.2k $10.3m | Unchanged |
| XTX Topco Ltd 0.12% of their portfolio | 301.4k $9.5m | Added +273.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 258.4k $8.1m | Reduced -44.5k |
| Fayez Sarofim & Co 0.02% of their portfolio | 229.2k $7.2m | Reduced -29.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 217.7k $6.8m | Reduced -14.2k |
| CAMBIAR INVESTORS LLC 0.29% of their portfolio | 214.1k $6.7m | Added +132.8k |
| CAXTON ASSOCIATES LLP 0.12% of their portfolio | 199.3k $6.3m | Added +159.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 198.0k $6.2m | Reduced -16.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 191.7k $6.0m | Added +165.6k |
| FMR LLC 0.00% of their portfolio | 175.7k $5.5m | Reduced -27.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 170.8k $5.4m | Added +70.2k |
| Quantinno Capital Management LP 0.01% of their portfolio | 158.5k $5.0m | Reduced -17.5k |
| Nuveen, LLC 0.00% of their portfolio | 150.8k $4.7m | Added +26.6k |
| WINSLOW ASSET MANAGEMENT INC 0.82% of their portfolio | 149.6k $4.7m | Added +139.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 138.2k $4.3m | Reduced -24.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 136.9k $4.3m | Added +7.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 134.6k $4.2m | Added +114.8k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 126.3k $4.0m | Reduced -208.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 119.8k $3.8m | Added +24.2k |
| Creative Planning 0.00% of their portfolio | 113.5k $3.6m | Added +53.8k |
| Emmett Investment Management, LP 2.55% of their portfolio | 111.4k $3.6m | New |
| Y-Intercept (Hong Kong) Ltd 0.07% of their portfolio | 107.2k $3.4m | New |
| Technology Crossover Management IX, Ltd. 0.45% of their portfolio | 100.0k $3.1m | Unchanged |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 98.6k $3.1m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 96.2k $3.0m | Reduced -124.6k |
| Engineers Gate Manager LP 0.04% of their portfolio | 96.0k $3.0m | Added +89.1k |
| ABC ARBITRAGE SA 0.32% of their portfolio | 95.1k $3.0m | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 91.8k $2.9m | Added +45.7k |
| Farringdon Capital, Ltd. 1.27% of their portfolio | 81.7k $2.6m | New |
| Ninety One UK Ltd 0.01% of their portfolio | 80.2k $2.5m | Reduced -7.1k |
| Swiss National Bank 0.00% of their portfolio | 78.7k $2.5m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 77.5k $2.4m | Reduced -3.3k |
| Legal & General Group Plc 0.00% of their portfolio | 77.4k $2.4m | Reduced -249 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 76.8k $2.4m | Added +22.0k |
| MFG WEALTH MANAGEMENT, INC. 1.54% of their portfolio | 68.4k $2.1m | New |
| AXQ CAPITAL, LP 0.22% of their portfolio | 64.2k $2.0m | New |
| Garde Capital, Inc. 0.09% of their portfolio | 62.6k $2.0m | Reduced -35.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 60.5k $1.9m | Added +56.8k |
| BARCLAYS PLC 0.00% of their portfolio | 58.3k $1.8m | Added +40.6k |
| Polianta Ltd 0.23% of their portfolio | 58.1k $1.8m | Added +22.0k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.01% of their portfolio | 54.8k $1.7m | Added +24.7k |
| Invesco Ltd. 0.00% of their portfolio | 50.9k $1.6m | Reduced -1.1k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 50.9k $1.6m | Reduced -10.9k |
| Jain Global LLC 0.02% of their portfolio | 48.8k $1.5m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 48.7k $1.5m | Reduced -870 |
| US BANCORP \DE\ 0.00% of their portfolio | 48.2k $1.5m | Reduced -8.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 47.3k $1.5m | Added +44.7k |
| BAILLIE GIFFORD & CO 0.00% of their portfolio | 45.8k $1.4m | Unchanged |
| Lido Advisors, LLC 0.01% of their portfolio | 45.7k $1.4m | Added +11.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 45.6k $1.4m | Reduced -1.5k |
| Board of the Pension Protection Fund 1.23% of their portfolio | 41.3k $1.3m | New |
| Sound View Wealth Advisors Group, LLC 0.08% of their portfolio | 39.3k $1.2m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 39.0k $1.2m | Reduced -5.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.9k $1.1m | Reduced -27.2k |
| Freestone Grove Partners LP 0.01% of their portfolio | 34.6k $1.1m | New |
| Aberdeen Group plc 0.00% of their portfolio | 34.3k $1.1m | Reduced -433 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 34.1k $1.1m | Reduced -3.6k |
| Graham Capital Management, L.P. 0.03% of their portfolio | 33.4k $1.0m | Added +16.5k |
| Headlands Technologies LLC 0.11% of their portfolio | 32.7k $1.0m | New |
| Vontobel Holding Ltd. 0.00% of their portfolio | 30.5k $956.7k | Reduced -676 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 28.9k $907.1k | Added +6.3k |
| CITIGROUP INC 0.00% of their portfolio | 28.6k $896.6k | Added +19.3k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 27.4k $859.5k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 25.9k $813.7k | Reduced -109.4k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 25.2k $790.6k | Added +1.1k |
| Mariner, LLC 0.00% of their portfolio | 24.4k $767.0k | Reduced -3.1k |
| Quadrature Capital Ltd 0.01% of their portfolio | 24.2k $758.3k | New |
| Baird Financial Group, Inc. 0.00% of their portfolio | 24.2k $757.7k | Reduced -241 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 24.1k $755.3k | New |
| Walleye Trading LLC 0.01% of their portfolio | 23.2k $728.2k | Reduced -80.0k |
| FIL Ltd 0.00% of their portfolio | 23.2k $727.9k | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 22.6k $710.3k | Reduced -18.1k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 22.1k $692.7k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 20.9k $656.1k | Reduced -7.2k |