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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.71. Options: 12 managers hold calls ($49.0m notional), 12 hold puts ($17.1m).
Trends to Q3 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 |
| Q3 2024 | 279 |
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 |
| Q3 2024 | 132 | 120 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $39.7m | $24.5m | 0.62 |
| Q1 2024 | $33.4m | $13.0m | 0.39 |
| Q2 2024 | $26.5m | $12.9m | 0.49 |
| Q3 2024 | $49.0m | $17.1m | 0.35 |
Biggest buyers
| FMR LLC | Added | +653.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +552.5k |
| OGBORNE CAPITAL MANAGEMENT, LLC | New | +425.0k |
| GREAT LAKES ADVISORS, LLC | New | +222.6k |
| Cynosure Group, LLC | New | +197.8k |
| MIRABELLA FINANCIAL SERVICES LLP | New | +183.3k |
| Philadelphia Financial Management of San Francisco, LLC | New | +158.5k |
| D. E. Shaw & Co., Inc. | Added | +156.2k |
| STATE OF WISCONSIN INVESTMENT BOARD | Added | +143.6k |
| BERKSHIRE CAPITAL HOLDINGS INC | Added | +142.6k |
Biggest sellers
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD | Reduced | -858.3k |
| Caledonia (Private) Investments Pty Ltd | Reduced | -790.1k |
| Hook Mill Capital Partners, LP | Reduced | -531.8k |
| Balyasny Asset Management L.P. | Reduced | -297.9k |
| VANGUARD GROUP INC | Reduced | -293.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -235.6k |
| Think Investments LP | Sold out | -233.2k |
| Verition Fund Management LLC | Reduced | -229.3k |
| Schonfeld Strategic Advisors LLC | Reduced | -140.3k |
| Man Group plc | Reduced | -114.9k |
Biggest calls
| Lombard Odier Asset Management (Europe) Ltd | New | $16.9m264.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $11.2m180.7k shares |
| Twin Tree Management, LP | Reduced | $9.5m153.1k shares |
| CITADEL ADVISORS LLC | Reduced | $3.4m55.5k shares |
| JANE STREET GROUP, LLC | Added | $3.2m52.1k shares |
| IMC-Chicago, LLC | Reduced | $1.5m24.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.4m21.8k shares |
| ROYAL BANK OF CANADA | New | $1.1m17.0k shares |
| GROUP ONE TRADING LLC | Added | $315.8k5.1k shares |
| GTS SECURITIES LLC | Reduced | $309.6k5.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $3.8m61.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.9m46.2k shares |
| D. E. Shaw & Co., Inc. | Added | $2.5m40.0k shares |
| Twin Tree Management, LP | Added | $1.7m27.8k shares |
| JANE STREET GROUP, LLC | New | $1.2m18.9k shares |
| GTS SECURITIES LLC | Added | $1.0m16.8k shares |
| IMC-Chicago, LLC | New | $1.0m16.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $977.6k15.4k shares |
| GROUP ONE TRADING LLC | New | $959.9k15.5k shares |
| Walleye Trading LLC | Reduced | $563.6k9.1k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 13 | $12.9m | $2.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-18 | Bohutinsky Amy Director | Sold plan | $1.4m20.6k shares |
| 2024-09-16 | Cormier Thielke Claire Director | Sold plan | $172.7k2.8k shares |
| 2024-09-10 | Daimler Susan President of Zillow | Sold | $188.8k3.5k shares |
| 2024-09-10 | Daimler Susan President of Zillow | Sold | $137.9k2.5k shares |
| 2024-09-03 | BLACHFORD ERIK C Director | Sold plan | $77.5k1.4k shares |
| 2024-08-28 | Hofmann Jeremy Chief Financial Officer | Sold plan | $407.0k7.2k shares |
| 2024-08-19 | Rock Jennifer Chief Accounting Officer | Sold | $199.7k3.6k shares |
| 2024-08-16 | Wacksman Jeremy Chief Executive Officer, director | Sold plan | $359.6k6.8k shares |
| 2024-08-16 | Owens Bradley D. General Counsel | Sold plan | $122.5k2.3k shares |
| 2024-08-15 | Spaulding Dan Chief People Officer | Sold | $241.6k4.6k shares |
| 2024-08-14 | Samuelson Errol G Chief Industry Dev. Officer | Sold | $370.0k7.0k shares |
| 2024-08-14 | Hofmann Jeremy Chief Financial Officer | Sold | $249.9k4.7k shares |
| 2024-08-14 | Wacksman Jeremy Chief Executive Officer, director | Sold plan | $236.7k4.5k shares |
| 2024-08-14 | Daimler Susan President of Zillow | Sold | $196.5k3.7k shares |
| 2024-08-14 | Rock Jennifer Chief Accounting Officer | Sold | $169.5k3.2k shares |
| 2024-08-14 | Beitel David A. Chief Technology Officer | Sold | $169.0k3.2k shares |
| 2024-08-14 | Spaulding Dan Chief People Officer | Sold | $159.1k3.0k shares |
| 2024-08-14 | Daimler Susan President of Zillow | Sold | $143.8k2.7k shares |
| 2024-08-14 | Owens Bradley D. General Counsel | Sold plan | $40.0k752 shares |
| 2024-08-09 | Frink Lloyd D Co -Exec. Chairman & President, director | Sold | $7.6m150.0k shares |
| 2024-08-09 | Underwood April Director | Sold | $17.9k353 shares |
| 2024-08-08 | Rock Jennifer Chief Accounting Officer | Sold | $199.4k4.0k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| Caledonia (Private) Investments Pty Ltd 13.22% of their portfolio | 14.7m $909.3m | Reduced -790.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 7.0m $436.2m | Reduced -293.4k |
| BlackRock, Inc. 0.00% of their portfolio | 2.3m $144.1m | First filing |
| Independent Franchise Partners LLP 1.12% of their portfolio | 2.0m $126.4m | Reduced -49.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.29% of their portfolio | 1.8m $114.4m | Added +143.6k |
| NORGES BANK 0.02% of their portfolio | 1.8m $114.0m | Added +32.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $63.5m | Added +32.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.10% of their portfolio | 923.3k $57.2m | Added +552.5k |
| STATE STREET CORP 0.00% of their portfolio | 805.3k $49.9m | Added +2.8k |
| FMR LLC 0.00% of their portfolio | 803.9k $49.8m | Added +653.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 584.0k $36.2m | Reduced -235.6k |
| UBS Group AG 0.01% of their portfolio | 574.2k $35.6m | Added +137.1k |
| COATUE MANAGEMENT LLC 0.11% of their portfolio | 482.3k $29.9m | Unchanged |
| OGBORNE CAPITAL MANAGEMENT, LLC 7.43% of their portfolio | 425.0k $26.3m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 419.3k $26.0m | Reduced -77.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 418.3k $25.9m | Reduced -23.5k |
| Fayez Sarofim & Co 0.06% of their portfolio | 405.4k $25.1m | Unchanged |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 387.1k $24.0m | Added +156.2k |
| Camelot Capital Partners, LLC 6.06% of their portfolio | 385.8k $23.9m | Unchanged |
| Technology Crossover Management VIII, Ltd. 2.56% of their portfolio | 384.3k $23.8m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 373.0k $23.1m | Reduced -6.1k |
| Selkirk Management LLC 8.12% of their portfolio | 320.8k $19.9m | Unchanged |
| US BANCORP \DE\ 0.02% of their portfolio | 297.8k $18.4m | Added +18.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 241.0k $14.9m | Reduced -9.8k |
| GREAT LAKES ADVISORS, LLC 0.12% of their portfolio | 222.6k $13.8m | New |
| Virtu Financial LLC 0.71% of their portfolio | 208.8k $12.9m | Added +118.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 207.2k $12.8m | Added +37.3k |
| MORGAN STANLEY 0.00% of their portfolio | 205.0k $12.7m | Reduced -23.3k |
| Cynosure Group, LLC 0.30% of their portfolio | 197.8k $2.0m | New |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 189.5k $11.7m | Reduced -3.5k |
| MIRABELLA FINANCIAL SERVICES LLP 0.64% of their portfolio | 183.3k $11.4m | New |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 180.6k $11.2m | Reduced -297.9k |
| CreativeOne Wealth, LLC 0.38% of their portfolio | 179.7k $11.1m | Added +111.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 159.1k $9.9m | Reduced -3.5k |
| Philadelphia Financial Management of San Francisco, LLC 2.10% of their portfolio | 158.5k $9.8m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 157.4k $9.7m | Added +137.7k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 150.5k $9.3m | Reduced -2.3k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 142.9k $8.9m | Added +69.0k |
| BERKSHIRE CAPITAL HOLDINGS INC 3.86% of their portfolio | 142.6k $9.1m | Added +142.6k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 140.3k $8.9m | Added +64.5k |
| Garde Capital, Inc. 0.57% of their portfolio | 139.3k $8.6m | Reduced -487 |
| California Public Employees Retirement System 0.01% of their portfolio | 125.4k $7.8m | Reduced -159 |
| NINE MASTS CAPITAL Ltd 3.24% of their portfolio | 111.0k $6.9m | Added +53.7k |
| Barrier Capital Management, LLC 6.36% of their portfolio | 110.8k $6.9m | New |
| Tabor Asset Management, LP 3.27% of their portfolio | 109.8k $6.8m | Reduced -3.3k |
| Amundi 0.00% of their portfolio | 104.5k $6.3m | Added +87.7k |
| Legal & General Group Plc 0.00% of their portfolio | 100.1k $6.2m | Reduced -1.7k |
| Ninety One UK Ltd 0.02% of their portfolio | 100.1k $6.2m | New |
| Technology Crossover Management IX, Ltd. 0.81% of their portfolio | 100.0k $6.2m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 93.0k $5.8m | Added +76.4k |
| BAILLIE GIFFORD & CO 0.00% of their portfolio | 91.5k $5.7m | Added +811 |
| Hook Mill Capital Partners, LP 0.67% of their portfolio | 86.2k $5.3m | Reduced -531.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 81.3k $5.0m | Reduced -31.2k |
| MARK ASSET MANAGEMENT LP 0.61% of their portfolio | 79.3k $4.9m | Reduced -21.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 76.7k $4.7m | Reduced -11.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 70.1k $4.3m | Added +10.2k |
| TWINBEECH CAPITAL LP 0.08% of their portfolio | 67.7k $4.2m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 66.5k $4.1m | Added +40.5k |
| HARTLINE INVESTMENT CORP/ 0.48% of their portfolio | 62.5k $3.9m | Added +3.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 62.3k $3.9m | Reduced -947 |
| Invesco Ltd. 0.00% of their portfolio | 58.8k $3.6m | Reduced -2.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 58.5k $3.6m | Added +35.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 57.6k $3.6m | New |
| Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio | 57.4k $3.6m | Added +7.9k |
| Long Corridor Asset Management Ltd 3.07% of their portfolio | 56.2k $3.5m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 55.9k $3.5m | Reduced -11.6k |
| Silvant Capital Management LLC 0.14% of their portfolio | 53.2k $3.3m | Added +10.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 50.7k $3.1m | Reduced -963 |
| Mint Tower Capital Management B.V. 1.01% of their portfolio | 48.4k $3.0m | New |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 44.5k $2.8m | Reduced -76.5k |
| PGGM Investments 0.03% of their portfolio | 42.8k $2.6m | Reduced -8.0k |
| EFG Asset Management (North America) Corp. 0.44% of their portfolio | 42.3k $2.6m | Added +2.5k |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD 0.71% of their portfolio | 41.0k $2.5m | Reduced -858.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.5k $2.5m | Added +11.6k |
| RIVER GLOBAL INVESTORS LLP 0.54% of their portfolio | 40.2k $2.5m | Added +1.6k |
| SIMPLEX TRADING, LLC 0.08% of their portfolio | 37.4k $2.3m | Added +29.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 36.4k $2.3m | Reduced -41.8k |
| EFG Private Wealth Management (Americas) Corp. 0.44% of their portfolio | 36.4k $2.3m | Reduced -66 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 35.8k $2.2m | New |
| Baird Financial Group, Inc. 0.00% of their portfolio | 35.4k $2.2m | Reduced -2.2k |
| CWM, LLC 0.01% of their portfolio | 34.3k $2.1m | Added +5.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 33.3k $2.1m | Added +1.6k |
| Engineers Gate Manager LP 0.04% of their portfolio | 32.8k $2.0m | Added +19.3k |
| Capula Management Ltd 0.03% of their portfolio | 32.6k $2.0m | Not comparable |
| NIA IMPACT ADVISORS, LLC 0.65% of their portfolio | 31.9k $2.0m | Added +506 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 31.4k $1.9m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 30.8k $1.9m | Reduced -3.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 29.1k $1.8m | Reduced -3.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 28.6k $1.8m | Reduced -6.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 26.9k $1.7m | Reduced -10.0k |
| L & S Advisors Inc 0.17% of their portfolio | 25.5k $1.6m | New |
| Avitas Wealth Management LLC 0.22% of their portfolio | 25.2k $1.6m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 24.9k $1.5m | New |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 24.3k $1.5m | Reduced -1.4k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 21.9k $1.4m | Unchanged |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 20.6k $1.3m | Added +90 |
| CITIGROUP INC 0.00% of their portfolio | 20.1k $1.2m | Added +10.2k |
| Garner Asset Management Corp 0.53% of their portfolio | 19.3k $1.2m | Reduced -1.4k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 19.2k $1.2m | Added +7 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 19.1k $1.2m | New |