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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.90. Options: 12 managers hold calls ($22.9m notional), 9 hold puts ($18.9m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 247 |
| Q4 2022 | 255 |
| Q1 2023 | 260 |
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 | 102 | 132 |
| Q1 2023 | 118 | 132 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $39.4m | $22.8m | 0.58 |
| Q4 2022 | $31.2m | $19.9m | 0.64 |
| Q1 2023 | $22.9m | $18.9m | 0.82 |
Biggest buyers
| SCOUT INVESTMENTS, INC. | New | +430.9k |
| Man Group plc | New | +296.4k |
| PRINCIPAL FINANCIAL GROUP INC | New | +293.0k |
| Hudson Bay Capital Management LP | Added | +245.0k |
| FMR LLC | Added | +201.1k |
| BERKSHIRE CAPITAL HOLDINGS INC | Added | +180.0k |
| D. E. Shaw & Co., Inc. | Added | +160.0k |
| CQS (US), LLC | Added | +157.4k |
| Force Hill Capital Management LP | New | +148.9k |
| LAZARD ASSET MANAGEMENT LLC | Added | +121.8k |
Biggest sellers
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -401.5k |
| Half Sky Capital (UK) Ltd | Sold out | -277.3k |
| JAT Capital Mgmt LP | Reduced | -266.6k |
| Man Group plc | Sold out | -263.4k |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -207.7k |
| Schonfeld Strategic Advisors LLC | Reduced | -206.8k |
| NATIXIS | Sold out | -183.5k |
| JANE STREET GROUP, LLC | Sold out | -117.7k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -106.3k |
| Polar Asset Management Partners Inc. | Reduced | -102.2k |
Biggest calls
| Walleye Trading LLC | Added | $5.6m128.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.7m106.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $4.5m106.5k shares |
| Twin Tree Management, LP | New | $2.2m51.3k shares |
| CITADEL ADVISORS LLC | Reduced | $2.2m51.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $1.1m25.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.1m24.2k shares |
| PEAK6 Investments LLC | Reduced | $633.6k14.5k shares |
| GROUP ONE TRADING LLC | Reduced | $581.2k13.3k shares |
| CMT Capital Markets Trading GmbH | Reduced | $245.0k5.5k shares |
Biggest puts
| Walleye Trading LLC | Added | $5.3m122.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.4m78.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $3.2m72.5k shares |
| CITADEL ADVISORS LLC | Reduced | $2.8m64.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.1m49.7k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $913.3k209 shares |
| PEAK6 Investments LLC | Added | $856.5k19.6k shares |
| TWO SIGMA SECURITIES, LLC | New | $227.2k5.2k shares |
| Cutler Group LLC / CA | Reduced | $8.0k2.5k 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 |
|---|---|
| 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 in Q1 2023
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 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 11 | $6.1m | — |
| Q1 2022 | 0 | — | 11 | $2.5m | — |
| Q2 2022 | 0 | — | 7 | $1.5m | — |
| Q3 2022 | 0 | — | 8 | $2.3m | — |
| Q4 2022 | 0 | — | 8 | $3.2m | — |
| Q1 2023 | 0 | — | 8 | $4.0m | $179.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-27 | Samuelson Errol G Chief Industry Dev. Officer | Sold plan | $179.7k4.2k shares |
| 2023-02-27 | Parker Allen Chief Financial Officer | Sold | $421.1k10.0k shares |
| 2023-02-17 | Wacksman Jeremy Chief Operating Officer | Sold | $727.9k15.5k shares |
| 2023-02-17 | Spaulding Dan Chief People Officer | Sold | $328.2k6.9k shares |
| 2023-02-17 | Owens Bradley D. General Counsel | Sold | $83.4k1.8k shares |
| 2023-02-16 | Wacksman Jeremy Chief Operating Officer | Sold | $748.3k15.5k shares |
| 2023-02-16 | Rock Jennifer Chief Accounting Officer | Sold | $296.2k6.2k shares |
| 2023-02-15 | Samuelson Errol G Chief Industry Dev. Officer | Sold | $222.5k4.8k shares |
| 2023-02-15 | Daimler Susan President of Zillow | Sold | $190.2k4.1k shares |
| 2023-02-15 | Parker Allen Chief Financial Officer | Sold | $178.5k3.9k shares |
| 2023-02-15 | Wacksman Jeremy Chief Operating Officer | Sold | $157.9k3.4k shares |
| 2023-02-15 | Beitel David A. Chief Technology Officer | Sold | $111.0k2.4k shares |
| 2023-02-15 | Daimler Susan President of Zillow | Sold | $108.6k2.3k shares |
| 2023-02-15 | Spaulding Dan Chief People Officer | Sold | $107.6k2.3k shares |
| 2023-02-15 | Rock Jennifer Chief Accounting Officer | Sold | $99.7k2.1k shares |
| 2023-02-15 | Owens Bradley D. General Counsel | Sold | $33.3k719 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 2023
| Manager | Shares | Change |
|---|---|---|
| Caledonia (Private) Investments Pty Ltd 15.45% of their portfolio | 15.8m $690.3m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.9m $300.2m | Reduced -28.1k |
| BlackRock Inc. 0.00% of their portfolio | 2.5m $108.0m | Reduced -7.3k |
| Independent Franchise Partners LLP 0.93% of their portfolio | 2.4m $103.5m | Reduced -7.9k |
| NORGES BANK 0.02% of their portfolio | 2.0m $87.4m | Added +109.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $43.9m | Added +39.5k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 944.3k $41.3m | Added +160.0k |
| STATE STREET CORP 0.00% of their portfolio | 822.6k $35.9m | Added +47.2k |
| Echo Street Capital Management LLC 0.28% of their portfolio | 712.5k $31.1m | Reduced -77.4k |
| Qube Research & Technologies Ltd 0.17% of their portfolio | 667.1k $29.2m | Added +96.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.06% of their portfolio | 441.3k $19.3m | Added +104.8k |
| SCOUT INVESTMENTS, INC. 0.38% of their portfolio | 430.9k $18.8m | New |
| Hudson Bay Capital Management LP 0.10% of their portfolio | 400.0k $17.5m | Added +245.0k |
| COATUE MANAGEMENT LLC 0.11% of their portfolio | 387.9k $17.0m | Reduced -31.3k |
| Technology Crossover Management VIII, Ltd. 1.42% of their portfolio | 384.3k $16.8m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 371.4k $16.2m | Added +2.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 370.0k $16.2m | Added +27.9k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 359.0k $15.7m | Reduced -40.4k |
| FMR LLC 0.00% of their portfolio | 350.9k $15.3m | Added +201.1k |
| MORGAN STANLEY 0.00% of their portfolio | 336.2k $14.7m | Reduced -25.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 331.5k $14.5m | Added +85.4k |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 329.2k $14.4m | Reduced -4.1k |
| Fayez Sarofim & Co 0.05% of their portfolio | 310.9k $13.6m | Reduced -100.0k |
| Man Group plc 0.05% of their portfolio | 296.4k $13.0m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 293.0k $12.8m | New |
| CQS (US), LLC 1.43% of their portfolio | 259.7k $11.4m | Added +157.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 244.4k $10.7m | Reduced -91.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 241.3k $10.5m | Reduced -7.8k |
| NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio | 235.5k $10.3m | Reduced -207.7k |
| Think Investments LP 2.41% of their portfolio | 233.2k $10.2m | Unchanged |
| Tabor Asset Management, LP 4.78% of their portfolio | 219.4k $9.6m | Added +28.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.06% of their portfolio | 207.2k $9.1m | Reduced -401.5k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 205.3k $9.0m | Reduced -1.0k |
| Coronation Fund Managers Ltd. 0.23% of their portfolio | 199.0k $8.7m | Reduced -77.2k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 190.4k $8.4m | Reduced -52.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 184.8k $8.1m | Added +3.6k |
| BERKSHIRE CAPITAL HOLDINGS INC 3.58% of their portfolio | 180.0k $8.0m | Added +180.0k |
| US BANCORP \DE\ 0.01% of their portfolio | 179.1k $7.8m | Reduced -13.0k |
| Hook Mill Capital Partners, LP 5.12% of their portfolio | 164.7k $6.9m | Added +79.2k |
| Force Hill Capital Management LP 1.70% of their portfolio | 148.9k $6.5m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 147.8k $6.5m | Added +20.4k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 142.9k $6.2m | Added +503 |
| Legal & General Group Plc 0.00% of their portfolio | 136.8k $6.0m | Reduced -14.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 132.4k $5.8m | Reduced -27.0k |
| Selkirk Management LLC 6.70% of their portfolio | 130.0k $5.7m | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 123.5k $5.4m | Added +121.8k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 119.8k $5.2m | Added +10.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 115.1k $5.0m | Reduced -65.2k |
| California Public Employees Retirement System 0.00% of their portfolio | 114.9k $5.0m | Reduced -20.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 108.2k $4.7m | Reduced -82.5k |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 107.9k $4.7m | New |
| Brookfield Corp /ON/ 0.02% of their portfolio | 101.6k $4.4m | Added +63.2k |
| Technology Crossover Management IX, Ltd. 0.36% of their portfolio | 100.0k $4.4m | Unchanged |
| Polar Asset Management Partners Inc. 0.08% of their portfolio | 97.0k $4.2m | Reduced -102.2k |
| LifePro Asset Management 2.10% of their portfolio | 92.6k $2.9m | Unchanged |
| AQR Arbitrage LLC 0.12% of their portfolio | 92.0k $4.0m | Unchanged |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 87.1k $3.8m | Added +3.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 83.7k $3.7m | Added +18.1k |
| CITIGROUP INC 0.00% of their portfolio | 83.5k $3.6m | Added +74.3k |
| Laird Norton Wetherby Trust Company, LLC 0.45% of their portfolio | 81.7k $3.6m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 74.0k $3.2m | Unchanged |
| TKG Advisors, LLC 1.97% of their portfolio | 72.5k $3.2m | New |
| PINEBRIDGE INVESTMENTS, L.P. 0.03% of their portfolio | 70.2k $3.1m | Added +12.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 69.8k $3.0m | New |
| REGIONS FINANCIAL CORP 0.03% of their portfolio | 68.3k $3.0m | Added +3.7k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 66.6k $2.9m | Added +24.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 63.2k $2.8m | Added +22.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 63.1k $820.0k | Added +51.0k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 61.8k $2.7m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 61.3k $2.7m | Reduced -1.1k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 61.0k $2.7m | Reduced -76.9k |
| PGGM Investments 0.04% of their portfolio | 60.6k $2.6m | Added +45.6k |
| Garde Capital, Inc. 0.29% of their portfolio | 59.6k $2.6m | Unchanged |
| STRS OHIO 0.00% of their portfolio | 58.8k $2.6m | New |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 58.8k $2.6m | Reduced -206.8k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.01% of their portfolio | 56.6k $2.5m | Reduced -2.8k |
| Barrier Capital Management, LLC 2.91% of their portfolio | 56.4k $2.5m | Reduced -34.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 56.3k $2.5m | Reduced -219 |
| 6elm Capital LP 7.27% of their portfolio | 55.3k $2.4m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 55.0k $2.4m | Reduced -6.3k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.57% of their portfolio | 54.8k $2.4m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 54.5k $2.4m | Added +44.2k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 54.3k $2.4m | Reduced -919 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 52.7k $2.3m | Added +15.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 50.8k $2.2m | Reduced -20.5k |
| Verde Capital Management 0.92% of their portfolio | 50.4k $2.2m | Reduced -1 |
| UBS Group AG 0.00% of their portfolio | 50.1k $2.2m | Reduced -9.4k |
| G&S Capital LLC 0.91% of their portfolio | 47.1k $2.1m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 45.3k $2.0m | New |
| HARTLINE INVESTMENT CORP/ 0.37% of their portfolio | 42.9k $1.9m | Added +738 |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 40.0k $1.7m | New |
| Illinois Municipal Retirement Fund 0.04% of their portfolio | 37.8k $1.7m | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 37.5k $1.6m | Reduced -100 |
| Virtu Financial LLC 0.17% of their portfolio | 37.2k $1.6m | Reduced -33.4k |
| Invesco Ltd. 0.00% of their portfolio | 36.8k $1.6m | Added +7.6k |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.02% of their portfolio | 35.0k $1.5m | Added +5.6k |
| DUALITY ADVISERS, LP 0.17% of their portfolio | 34.6k $1.5m | Reduced -19.7k |
| Garner Asset Management Corp 0.67% of their portfolio | 33.4k $1.5m | Reduced -11.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 33.4k $1.5m | Reduced -4.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 32.4k $1.4m | Added +12.6k |