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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.86. Options: 17 managers hold calls ($33.4m notional), 8 hold puts ($13.0m).
Trends to Q1 2024
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 |
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 |
| Q2 2023 | 99 | 141 |
| Q3 2023 | 105 | 132 |
| Q4 2023 | 127 | 126 |
| Q1 2024 | 122 | 132 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $25.6m | $21.9m | 0.85 |
| Q3 2023 | $24.1m | $21.1m | 0.88 |
| Q4 2023 | $39.7m | $24.5m | 0.62 |
| Q1 2024 | $33.4m | $13.0m | 0.39 |
Biggest buyers
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD | Added | +337.8k |
| SCOPUS ASSET MANAGEMENT, L.P. | New | +300.0k |
| Balyasny Asset Management L.P. | Added | +298.4k |
| COATUE MANAGEMENT LLC | Added | +272.9k |
| MIRABELLA FINANCIAL SERVICES LLP | New | +245.3k |
| STATE OF WISCONSIN INVESTMENT BOARD | Added | +236.2k |
| Verition Fund Management LLC | New | +228.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +210.4k |
| PRUDENTIAL FINANCIAL INC | Added | +193.9k |
| MORGAN STANLEY | Added | +144.4k |
Biggest sellers
| BANK OF MONTREAL /CAN/ | Reduced | -561.7k |
| Qube Research & Technologies Ltd | Reduced | -365.6k |
| VANGUARD GROUP INC | Reduced | -353.9k |
| CQS (US), LLC | Sold out | -311.6k |
| D. E. Shaw & Co., Inc. | Reduced | -264.2k |
| JAT Capital Mgmt LP | Sold out | -248.5k |
| MARSHALL WACE, LLP | Reduced | -176.6k |
| CITADEL ADVISORS LLC | Reduced | -133.7k |
| BERKSHIRE CAPITAL HOLDINGS INC | Reduced | -114.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -102.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.8m205.8k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $9.6m200.0k shares |
| CITADEL ADVISORS LLC | Reduced | $2.6m54.0k shares |
| Twin Tree Management, LP | New | $2.5m51.4k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $1.7m350 shares |
| JANE STREET GROUP, LLC | Reduced | $1.5m31.5k shares |
| GROUP ONE TRADING LLC | Added | $1.2m25.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.1m23.3k shares |
| Focused Wealth Management, Inc | New | $804.0k16.8k shares |
| Parallax Volatility Advisers, L.P. | Added | $746.6k15.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.4m91.2k shares |
| PEAK6 Investments LLC | Added | $2.5m52.9k shares |
| CITADEL ADVISORS LLC | Added | $2.0m41.4k shares |
| Walleye Trading LLC | Reduced | $1.6m34.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.3m28.2k shares |
| Squarepoint Ops LLC | Added | $416.4k8.7k shares |
| GTS SECURITIES LLC | Reduced | $358.9k7.5k shares |
| TORNO CAPITAL, LLC | New | $335.0k7.0k 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 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 | — | 7 | $1.5m | — |
| Q3 2022 | 0 | — | 8 | $2.3m | — |
| Q4 2022 | 0 | — | 8 | $3.2m | — |
| Q1 2023 | 0 | — | 8 | $4.0m | $179.7k |
| Q2 2023 | 0 | — | 8 | $3.3m | $650.6k |
| Q3 2023 | 0 | — | 8 | $4.9m | $747.1k |
| Q4 2023 | 0 | — | 9 | $3.8m | $493.3k |
| Q1 2024 | 0 | — | 10 | $14.4m | $7.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-26 | Samuelson Errol G Chief Industry Dev. Officer | Sold plan | $209.3k4.2k shares |
| 2024-03-15 | Hofmann Jeremy Chief Financial Officer | Sold plan | $427.8k7.8k shares |
| 2024-03-05 | BLACHFORD ERIK C Director | Sold | $3.6m67.4k shares |
| 2024-03-04 | Bohutinsky Amy Director | Sold plan | $5.3m93.8k shares |
| 2024-03-01 | Daimler Susan President of Zillow | Sold | $856.9k15.2k shares |
| 2024-03-01 | Daimler Susan President of Zillow | Sold | $539.5k9.6k shares |
| 2024-02-16 | Wacksman Jeremy Chief Operating Officer | Sold plan | $1.1m20.9k shares |
| 2024-02-16 | Spaulding Dan Chief People Officer | Sold | $283.6k5.1k shares |
| 2024-02-16 | Owens Bradley D. General Counsel | Sold plan | $161.8k2.9k shares |
| 2024-02-14 | Rock Jennifer Chief Accounting Officer | Sold | $421.2k7.4k shares |
| 2024-02-14 | Samuelson Errol G Chief Industry Dev. Officer | Sold | $353.2k6.1k shares |
| 2024-02-14 | Hofmann Jeremy Chief Financial Officer | Sold | $268.9k4.6k shares |
| 2024-02-14 | Spaulding Dan Chief People Officer | Sold | $179.0k3.1k shares |
| 2024-02-14 | Wacksman Jeremy Chief Operating Officer | Sold plan | $156.8k2.7k shares |
| 2024-02-14 | Beitel David A. Chief Technology Officer | Sold | $156.8k2.7k shares |
| 2024-02-14 | Daimler Susan President of Zillow · By Spouse | Sold | $103.7k1.8k shares |
| 2024-02-14 | Daimler Susan President of Zillow | Sold | $101.2k1.8k shares |
| 2024-02-14 | Daimler Susan President of Zillow | Sold | $87.0k1.5k shares |
| 2024-02-14 | Owens Bradley D. General Counsel | Sold plan | $56.0k966 shares |
| 2024-02-14 | Daimler Susan President of Zillow | Sold | $14.8k250 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 |
|---|---|---|
| Caledonia (Private) Investments Pty Ltd 19.29% of their portfolio | 15.8m $756.1m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 7.7m $368.6m | Reduced -353.9k |
| BlackRock Inc. 0.00% of their portfolio | 2.4m $116.9m | Reduced -43.4k |
| Independent Franchise Partners LLP 0.87% of their portfolio | 2.2m $104.9m | Reduced -52.1k |
| NORGES BANK 0.01% of their portfolio | 1.8m $88.4m | Added +47.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.22% of their portfolio | 1.8m $83.9m | Added +236.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $48.3m | Added +36.2k |
| STATE STREET CORP 0.00% of their portfolio | 793.7k $38.0m | Reduced -6.5k |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD 6.40% of their portfolio | 782.0k $37.4m | Added +337.8k |
| MORGAN STANLEY 0.00% of their portfolio | 760.6k $36.4m | Added +144.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 694.1k $33.2m | Added +136.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 548.4k $26.2m | Added +69.8k |
| UBS Group AG 0.01% of their portfolio | 461.9k $22.1m | Added +41.7k |
| COATUE MANAGEMENT LLC 0.09% of their portfolio | 458.6k $21.9m | Added +272.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 406.3k $19.4m | Added +28.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 404.7k $19.4m | Added +210.4k |
| Camelot Capital Partners, LLC 8.65% of their portfolio | 385.8k $18.5m | Unchanged |
| Technology Crossover Management VIII, Ltd. 2.04% of their portfolio | 384.3k $18.4m | Unchanged |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 328.6k $15.7m | Added +298.4k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 313.6k $15.0m | Added +377 |
| Fayez Sarofim & Co 0.04% of their portfolio | 310.9k $14.9m | Unchanged |
| SCOPUS ASSET MANAGEMENT, L.P. 0.47% of their portfolio | 300.0k $14.4m | New |
| Hook Mill Capital Partners, LP 2.82% of their portfolio | 271.2k $13.0m | Added +36.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 266.8k $12.8m | Reduced -264.2k |
| US BANCORP \DE\ 0.02% of their portfolio | 246.0k $11.8m | Added +73.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 245.6k $11.8m | Reduced -3.9k |
| MIRABELLA FINANCIAL SERVICES LLP 0.86% of their portfolio | 245.3k $11.7m | New |
| Selkirk Management LLC 5.74% of their portfolio | 233.5k $11.2m | Unchanged |
| Think Investments LP 2.49% of their portfolio | 233.2k $11.2m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 233.0k $11.2m | Reduced -68.3k |
| Verition Fund Management LLC 0.10% of their portfolio | 228.4k $10.9m | New |
| Invesco Ltd. 0.00% of their portfolio | 225.7k $10.8m | Added +119.4k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 214.8k $10.3m | Reduced -365.6k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 211.4k $10.1m | Added +193.9k |
| FMR LLC 0.00% of their portfolio | 189.8k $9.1m | Added +49.7k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 180.4k $8.6m | Added +3.0k |
| Tabor Asset Management, LP 3.52% of their portfolio | 176.8k $8.5m | Added +63.1k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 171.9k $8.2m | Added +121.9k |
| Man Group plc 0.02% of their portfolio | 158.0k $7.6m | Reduced -8.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 155.3k $7.4m | Reduced -21.1k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 128.6k $6.2m | Added +11.0k |
| Legal & General Group Plc 0.00% of their portfolio | 124.7k $6.0m | Added +188 |
| BAILLIE GIFFORD & CO 0.00% of their portfolio | 124.5k $6.0m | Reduced -79.0k |
| California Public Employees Retirement System 0.00% of their portfolio | 123.6k $5.9m | Added +7.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 111.1k $5.3m | Added +10.5k |
| Technology Crossover Management IX, Ltd. 0.56% of their portfolio | 100.0k $4.8m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 96.7k $4.6m | Added +41.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 90.6k $4.3m | Reduced -22.9k |
| Laird Norton Wetherby Trust Company, LLC 0.51% of their portfolio | 79.3k $3.8m | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 77.3k $3.7m | Reduced -561.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 74.0k $3.2m | Added +6.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 69.2k $3.3m | Reduced -35.4k |
| REGIONS FINANCIAL CORP 0.02% of their portfolio | 65.1k $3.1m | Added +2.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 63.2k $3.0m | Unchanged |
| Mint Tower Capital Management B.V. 1.08% of their portfolio | 62.0k $3.0m | Unchanged |
| PGGM Investments 0.04% of their portfolio | 60.6k $2.9m | Added +4.1k |
| Garde Capital, Inc. 0.20% of their portfolio | 60.1k $2.9m | Added +600 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 58.4k $2.8m | Added +2.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 55.7k $2.7m | Reduced -8.9k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.07% of their portfolio | 52.5k $2.5m | Reduced -41.0k |
| Federation des caisses Desjardins du Quebec 0.02% of their portfolio | 52.1k $2.5m | Added +51.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 49.3k $2.4m | Reduced -47.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 47.2k $2.3m | Reduced -133.7k |
| Silvant Capital Management LLC 0.10% of their portfolio | 42.8k $2.1m | Unchanged |
| EFG Asset Management (North America) Corp. 0.35% of their portfolio | 42.7k $2.0m | Reduced -3.6k |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.02% of their portfolio | 41.4k $2.0m | Added +6.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 40.7k $1.9m | Reduced -3.7k |
| TWINBEECH CAPITAL LP 0.04% of their portfolio | 40.0k $1.9m | New |
| Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio | 39.7k $1.9m | Added +23.6k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 38.1k $1.8m | Reduced -844 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 37.2k $1.8m | New |
| CWM, LLC 0.01% of their portfolio | 36.5k $1.7m | Reduced -9.6k |
| Wealthfront Advisers LLC 0.01% of their portfolio | 35.8k $1.7m | Reduced -7.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 35.6k $1.7m | Reduced -1.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 33.4k $1.6m | New |
| NIA IMPACT ADVISORS, LLC 0.62% of their portfolio | 32.7k $1.6m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 32.7k $1.6m | Reduced -4.6k |
| Virtu Financial LLC 0.12% of their portfolio | 32.5k $1.6m | Reduced -20.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 32.5k $1.6m | Added +1.5k |
| Engineers Gate Manager LP 0.04% of their portfolio | 32.3k $1.5m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 31.9k $1.5m | Added +19.1k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 29.0k $1.4m | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 28.9k $1.4m | Added +1.8k |
| Squarepoint Ops LLC 0.01% of their portfolio | 28.8k $1.4m | New |
| CITIGROUP INC 0.00% of their portfolio | 28.1k $1.3m | Added +22.4k |
| GREENOAKS LLC 0.11% of their portfolio | 27.9k $1.3m | Unchanged |
| SIMPLEX TRADING, LLC 0.04% of their portfolio | 27.7k $1.3m | New |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 27.0k $1.3m | Added +17.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 26.8k $1.3m | Reduced -21.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 26.6k $1.3m | Reduced -16.0k |
| Naples Money Management LLC 1.23% of their portfolio | 25.7k $1.2m | New |
| TWO SIGMA SECURITIES, LLC 0.06% of their portfolio | 25.4k $1.2m | New |
| Garner Asset Management Corp 0.59% of their portfolio | 25.0k $1.2m | Added +1.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 24.8k $1.2m | Added +15.6k |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 24.1k $1.2m | Reduced -460 |
| Polianta Ltd 0.55% of their portfolio | 23.7k $1.1m | New |
| EFG Private Wealth Management (Americas) Corp. 0.34% of their portfolio | 23.3k $1.1m | Reduced -9.1k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 22.1k $1.1m | Unchanged |
| RIVER GLOBAL INVESTORS LLP 0.26% of their portfolio | 21.7k $1.0m | Added +1.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 20.9k $1.0m | Reduced -2.5k |