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 ≈ $45.05. Options: 10 managers hold calls ($26.5m notional), 8 hold puts ($12.9m).
Trends to Q2 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 |
| Q2 2024 | 248 |
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 |
| Q2 2024 | 103 | 137 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $24.1m | $21.1m | 0.88 |
| Q4 2023 | $39.7m | $24.5m | 0.62 |
| Q1 2024 | $33.4m | $13.0m | 0.39 |
| Q2 2024 | $26.5m | $12.9m | 0.49 |
Biggest buyers
| AMERIPRISE FINANCIAL INC | New | +379.0k |
| Hook Mill Capital Partners, LP | Added | +346.8k |
| Balyasny Asset Management L.P. | Added | +149.9k |
| Schonfeld Strategic Advisors LLC | New | +143.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +125.5k |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD | Added | +117.3k |
| BOOTHBAY FUND MANAGEMENT, LLC | New | +112.4k |
| MARK ASSET MANAGEMENT LP | New | +100.4k |
| Fayez Sarofim & Co | Added | +94.5k |
| Selkirk Management LLC | Added | +87.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -532.3k |
| VANGUARD GROUP INC | Reduced | -364.3k |
| Caledonia (Private) Investments Pty Ltd | Reduced | -324.6k |
| SCOPUS ASSET MANAGEMENT, L.P. | Sold out | -300.0k |
| MIRABELLA FINANCIAL SERVICES LLP | Sold out | -245.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -233.0k |
| PRUDENTIAL FINANCIAL INC | Sold out | -211.4k |
| Qube Research & Technologies Ltd | Reduced | -174.5k |
| Invesco Ltd. | Reduced | -164.5k |
| Nuveen Asset Management, LLC | Reduced | -160.8k |
Biggest calls
| Twin Tree Management, LP | Added | $9.2m204.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.0m199.2k shares |
| CITADEL ADVISORS LLC | Added | $3.3m72.8k shares |
| JANE STREET GROUP, LLC | Added | $2.0m43.5k shares |
| WOLVERINE TRADING, LLC | Added | $1.2m25.9k shares |
| IMC-Chicago, LLC | Added | $1.1m25.0k shares |
| GTS SECURITIES LLC | Added | $445.9k9.9k shares |
| Walleye Trading LLC | Reduced | $225.2k5.0k shares |
| GROUP ONE TRADING LLC | Reduced | $126.1k2.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.7m127.5k shares |
| CITADEL ADVISORS LLC | Added | $3.0m67.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.1m25.0k shares |
| Walleye Trading LLC | Reduced | $963.9k21.4k shares |
| D. E. Shaw & Co., Inc. | New | $770.2k17.1k shares |
| GTS SECURITIES LLC | Added | $603.5k13.4k shares |
| Twin Tree Management, LP | New | $342.3k7.6k shares |
| Squarepoint Ops LLC | Reduced | $333.3k7.4k 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 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 | 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 |
| Q2 2024 | 1 | $100.0m | 9 | $3.7m | $1.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-12 | Daimler Susan President of Zillow | Sold | $282.0k5.9k shares |
| 2024-06-11 | Hoag Jay C Director · TCV XI, L.P. | Bought | $14.6m340.1k shares |
| 2024-06-11 | Hoag Jay C Director · TCV XI (A), L.P. | Bought | $4.6m107.9k shares |
| 2024-06-11 | Hoag Jay C Director · TCV XI (Lux), SCSp | Bought | $1.1m25.5k shares |
| 2024-06-11 | Hoag Jay C Director · TCV XI (B), L.P. | Bought | $1.0m24.1k shares |
| 2024-06-11 | Hoag Jay C Director · TCV XI Member Fund, L.P. | Bought | $1.0m23.6k shares |
| 2024-06-11 | BLACHFORD ERIK C Director | Sold plan | $61.2k1.4k shares |
| 2024-06-10 | Hoag Jay C Director · TCV XI, L.P. | Bought | $23.0m533.0k shares |
| 2024-06-10 | Hoag Jay C Director · TCV XI (A), L.P. | Bought | $7.3m169.2k shares |
| 2024-06-10 | Hoag Jay C Director · TCV XI (Lux), SCSp | Bought | $1.7m40.0k shares |
| 2024-06-10 | Hoag Jay C Director · TCV XI (B), L.P. | Bought | $1.6m37.7k shares |
| 2024-06-10 | Hoag Jay C Director · TCV XI Member Fund, L.P. | Bought | $1.6m36.9k shares |
| 2024-06-07 | Hoag Jay C Director · TCV XI, L.P. | Bought | $27.6m652.5k shares |
| 2024-06-07 | Hoag Jay C Director · TCV XI (A), L.P. | Bought | $8.8m207.1k shares |
| 2024-06-07 | Hoag Jay C Director · TCV XI (Lux), SCSp | Bought | $2.1m49.0k shares |
| 2024-06-07 | Hoag Jay C Director · TCV XI (B), L.P. | Bought | $2.0m46.2k shares |
| 2024-06-07 | Hoag Jay C Director · TCV XI Member Fund, L.P. | Bought | $1.9m45.2k shares |
| 2024-05-29 | Hofmann Jeremy Chief Financial Officer | Sold plan | $334.3k8.6k shares |
| 2024-05-17 | Wacksman Jeremy Chief Operating Officer | Sold plan | $438.8k9.8k shares |
| 2024-05-17 | Spaulding Dan Chief People Officer | Sold | $287.6k6.5k shares |
| 2024-05-17 | Daimler Susan President of Zillow | Sold | $218.4k4.9k shares |
| 2024-05-17 | Owens Bradley D. General Counsel | Sold plan | $187.4k4.2k shares |
| 2024-05-15 | Samuelson Errol G Chief Industry Dev. Officer | Sold | $396.3k9.0k shares |
| 2024-05-15 | Wacksman Jeremy Chief Operating Officer | Sold plan | $287.7k6.5k shares |
| 2024-05-15 | Daimler Susan President of Zillow | Sold | $255.9k5.8k shares |
| 2024-05-15 | Hofmann Jeremy Chief Financial Officer | Sold | $250.4k5.7k shares |
| 2024-05-15 | Beitel David A. Chief Technology Officer | Sold | $205.5k4.7k shares |
| 2024-05-15 | Spaulding Dan Chief People Officer | Sold | $189.4k4.3k shares |
| 2024-05-15 | Daimler Susan President of Zillow · By Spouse | Sold | $125.3k2.8k shares |
| 2024-05-15 | Rock Jennifer Chief Accounting Officer | Sold | $116.6k2.6k shares |
The latest 30 of 31 trades.
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 2024
| Manager | Shares | Change |
|---|---|---|
| Caledonia (Private) Investments Pty Ltd 12.61% of their portfolio | 15.5m $696.9m | Reduced -324.6k |
| VANGUARD GROUP INC 0.01% of their portfolio | 7.3m $330.4m | Reduced -364.3k |
| BlackRock Inc. 0.00% of their portfolio | 2.3m $104.1m | Reduced -131.6k |
| Independent Franchise Partners LLP 0.87% of their portfolio | 2.1m $94.2m | Reduced -100.1k |
| NORGES BANK 0.01% of their portfolio | 1.8m $81.4m | Reduced -39.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.20% of their portfolio | 1.7m $76.8m | Reduced -48.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 992.3k $44.7m | Reduced -16.6k |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD 8.24% of their portfolio | 899.2k $40.5m | Added +117.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 819.6k $36.9m | Added +125.5k |
| STATE STREET CORP 0.00% of their portfolio | 802.4k $36.1m | Added +8.7k |
| Hook Mill Capital Partners, LP 4.16% of their portfolio | 618.0k $27.8m | Added +346.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 497.2k $22.4m | Reduced -51.2k |
| COATUE MANAGEMENT LLC 0.08% of their portfolio | 482.3k $21.7m | Added +23.7k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 478.5k $21.6m | Added +149.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 441.8k $19.9m | Added +35.5k |
| UBS Group AG 0.01% of their portfolio | 437.1k $19.7m | Reduced -24.8k |
| Fayez Sarofim & Co 0.05% of their portfolio | 405.4k $18.3m | Added +94.5k |
| Camelot Capital Partners, LLC 5.76% of their portfolio | 385.8k $17.4m | Unchanged |
| Technology Crossover Management VIII, Ltd. 1.94% of their portfolio | 384.3k $17.3m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 379.0k $17.1m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 370.8k $16.7m | Reduced -33.9k |
| Selkirk Management LLC 6.77% of their portfolio | 320.8k $14.4m | Added +87.3k |
| US BANCORP \DE\ 0.02% of their portfolio | 279.7k $12.6m | Added +33.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 250.8k $11.3m | Added +5.2k |
| Verition Fund Management LLC 0.08% of their portfolio | 242.4k $10.9m | Added +14.0k |
| Think Investments LP 2.16% of their portfolio | 233.2k $10.5m | Unchanged |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 230.9k $10.4m | Reduced -35.9k |
| MORGAN STANLEY 0.00% of their portfolio | 228.3k $10.3m | Reduced -532.3k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 193.0k $8.7m | Added +12.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 169.9k $7.7m | Added +58.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 162.6k $7.3m | Added +7.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 152.8k $6.9m | Reduced -160.8k |
| FMR LLC 0.00% of their portfolio | 150.5k $6.8m | Reduced -39.3k |
| Schonfeld Strategic Advisors LLC 0.05% of their portfolio | 143.7k $6.5m | New |
| Garde Capital, Inc. 0.44% of their portfolio | 139.8k $6.3m | Added +79.7k |
| Man Group plc 0.01% of their portfolio | 125.8k $5.7m | Reduced -32.2k |
| California Public Employees Retirement System 0.00% of their portfolio | 125.5k $5.7m | Added +2.0k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 121.1k $5.5m | Reduced -7.5k |
| Tabor Asset Management, LP 2.88% of their portfolio | 113.2k $5.4m | Reduced -63.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 112.5k $5.1m | Added +43.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.16% of their portfolio | 112.4k $5.1m | New |
| Legal & General Group Plc 0.00% of their portfolio | 101.8k $4.6m | Reduced -22.9k |
| MARK ASSET MANAGEMENT LP 0.60% of their portfolio | 100.4k $4.5m | New |
| Technology Crossover Management IX, Ltd. 0.63% of their portfolio | 100.0k $4.5m | Unchanged |
| BAILLIE GIFFORD & CO 0.00% of their portfolio | 90.7k $4.1m | Reduced -33.8k |
| Virtu Financial LLC 0.28% of their portfolio | 89.9k $4.1m | Added +57.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 88.4k $4.0m | Reduced -2.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 78.2k $3.5m | Added +28.9k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 75.8k $3.4m | Reduced -1.5k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 73.9k $3.3m | Added +45.0k |
| CreativeOne Wealth, LLC 0.16% of their portfolio | 68.0k $3.1m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 67.5k $3.0m | Reduced -6.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 63.2k $2.8m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 61.2k $2.8m | Reduced -164.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 59.9k $2.7m | Added +1.5k |
| HARTLINE INVESTMENT CORP/ 0.35% of their portfolio | 58.6k $2.6m | New |
| NINE MASTS CAPITAL Ltd 0.79% of their portfolio | 57.4k $2.6m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 51.7k $2.3m | Reduced -4.0k |
| PGGM Investments 0.03% of their portfolio | 50.7k $2.3m | Reduced -9.8k |
| Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio | 49.6k $2.2m | Added +9.8k |
| Silvant Capital Management LLC 0.09% of their portfolio | 42.8k $1.9m | Unchanged |
| Squarepoint Ops LLC 0.01% of their portfolio | 41.7k $1.9m | Added +12.8k |
| HRT FINANCIAL LP 0.01% of their portfolio | 40.9k $1.8m | Added +36.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 40.3k $1.8m | Reduced -174.5k |
| EFG Asset Management (North America) Corp. 0.31% of their portfolio | 39.8k $1.8m | Reduced -2.9k |
| RIVER GLOBAL INVESTORS LLP 0.48% of their portfolio | 38.6k $1.7m | Added +16.9k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 37.5k $1.7m | Reduced -575 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% of their portfolio | 37.5k $1.7m | Reduced -15.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 36.9k $1.7m | Added +5.0k |
| EFG Private Wealth Management (Americas) Corp. 0.32% of their portfolio | 36.4k $1.6m | Added +13.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 35.3k $1.6m | Reduced -275 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 34.4k $1.5m | Reduced -6.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 32.1k $1.4m | Reduced -1.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 31.7k $1.4m | Reduced -795 |
| NIA IMPACT ADVISORS, LLC 0.51% of their portfolio | 31.3k $1.4m | Reduced -1.4k |
| CWM, LLC 0.01% of their portfolio | 28.9k $1.3m | Reduced -7.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 28.9k $1.3m | Added +2.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 28.5k $1.3m | Reduced -8.7k |
| GREENOAKS LLC 0.08% of their portfolio | 27.9k $1.3m | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 26.7k $1.2m | Added +26.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 26.0k $1.2m | Reduced -70.7k |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 25.7k $1.2m | Reduced -1.2k |
| Polianta Ltd 0.54% of their portfolio | 23.7k $1.1m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 22.6k $1.0m | Reduced -10.1k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 21.9k $984.1k | Reduced -250 |
| Garner Asset Management Corp 0.44% of their portfolio | 20.8k $935.0k | Reduced -4.2k |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 20.5k $922.0k | Reduced -3.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 19.7k $886.2k | Reduced -7.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio | 19.5k $880.1k | Unchanged |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 19.2k $864.4k | Reduced -152.7k |
| BARCLAYS PLC 0.00% of their portfolio | 18.4k $828.9k | Added +7.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 18.3k $825.0k | Reduced -2.6k |
| Walleye Trading LLC 0.02% of their portfolio | 17.9k $804.4k | Added +7.3k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 17.7k $818.8k | Reduced -34.5k |
| SHERBROOKE PARK ADVISERS LLC 0.13% of their portfolio | 17.0k $764.2k | Reduced -1.5k |
| Amundi 0.00% of their portfolio | 16.9k $747.6k | Added +357 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 16.7k $751.7k | Reduced -12.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.5k $744.4k | Added +14.8k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.14% of their portfolio | 16.5k $744.2k | Unchanged |
| Sunbelt Securities, Inc. 0.07% of their portfolio | 15.9k $718.3k | Added +20 |