ZILLOW GROUP INC Z
CL C CAP STK · Common Stock · CUSIP 98954M200 · ISIN US98954M2008
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 ($2.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.20. Options: 35 managers hold calls ($783.8m notional), 36 hold puts ($460.5m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 386 |
| Q4 2022 | 392 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $571.3m | $439.2m | 0.77 |
| Q4 2022 | $783.8m | $460.5m | 0.59 |
Biggest buyers
| Pacer Advisors, Inc. | Added | +4.0m |
| CITIGROUP INC | Added | +3.0m |
| Contour Asset Management LLC | Added | +1.5m |
| Foxhaven Asset Management, LP | Added | +1.3m |
| JPMORGAN CHASE & CO | Added | +1.1m |
| NATIONAL BANK OF CANADA /FI/ | Added | +850.6k |
| Qube Research & Technologies Ltd | Added | +783.9k |
| MORGAN STANLEY | Added | +741.8k |
| Dorsal Capital Management, LP | Added | +720.0k |
| Holocene Advisors, LP | New | +661.7k |
Biggest sellers
| Southpoint Capital Advisors LP | Sold out | -2.3m |
| NORGES BANK | Reduced | -1.7m |
| COATUE MANAGEMENT LLC | Reduced | -1.2m |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -1.1m |
| Amova Asset Management Americas, Inc. | Reduced | -1.1m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -694.2k |
| ARK Investment Management LLC | Reduced | -689.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -645.6k |
| Woodson Capital Management, LP | Sold out | -500.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -433.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $146.4m4.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $71.6m2.2m shares |
| Squarepoint Ops LLC | Added | $66.8m2.1m shares |
| JPMORGAN CHASE & CO | Added | $60.3m1.9m shares |
| D. E. Shaw & Co., Inc. | Added | $51.8m1.6m shares |
| CITIGROUP INC | Added | $40.6m1.3m shares |
| JANE STREET GROUP, LLC | Added | $40.0m1.2m shares |
| BARCLAYS PLC | First filing | $39.6m1.2m shares |
| Walleye Trading LLC | Reduced | $34.1m1.1m shares |
| SIMPLEX TRADING, LLC | Added | $32.7m1.0m shares |
Biggest puts
| CITIGROUP INC | Unchanged | $172.3m5.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $46.4m1.4m shares |
| CITADEL ADVISORS LLC | Reduced | $38.8m1.2m shares |
| Parallax Volatility Advisers, L.P. | Added | $22.6m701.1k shares |
| JANE STREET GROUP, LLC | Added | $20.2m628.1k shares |
| Twin Tree Management, LP | Added | $15.9m492.5k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $11.4m352.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $11.3m354.2k shares |
| D. E. Shaw & Co., Inc. | Reduced | $10.9m338.0k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $10.9m337.4k 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 +6.3 pts · filed 2025-11-14 | 23.4% |
| Independent Franchise Partners LLP 13G · institution +2.0 pts · filed 2026-08-13 | 9.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
Fell to 5% or below in the last year: BlackRock, Inc. (4.3%, 2026-07-30), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), FMR LLC (4.8%, 2026-02-05)
Insider purchases and sales in Q4 2022
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 |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| 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 | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-02 | Rock Jennifer Chief Accounting Officer | Sold | $99.7k2.6k shares |
| 2022-11-30 | Daimler Susan President of Zillow | Sold | $157.5k4.4k shares |
| 2022-11-30 | Daimler Susan President of Zillow · By Spouse | Sold | $118.5k3.3k shares |
| 2022-11-29 | Parker Allen Chief Financial Officer | Sold | $353.1k10.0k shares |
| 2022-11-23 | Wacksman Jeremy Chief Operating Officer | Sold | $162.3k4.6k shares |
| 2022-11-21 | Spaulding Dan Chief People Officer | Sold | $195.3k5.5k shares |
| 2022-11-21 | Wacksman Jeremy Chief Operating Officer | Sold | $133.0k3.8k shares |
| 2022-11-18 | Owens Bradley D. General Counsel | Sold | $139.9k3.7k shares |
| 2022-11-16 | Parker Allen Chief Financial Officer | Sold | $349.9k9.5k shares |
| 2022-11-16 | Samuelson Errol G Chief Industry Dev. Officer | Sold | $213.3k5.8k shares |
| 2022-11-16 | Daimler Susan President of Zillow | Sold | $211.3k5.7k shares |
| 2022-11-16 | Wacksman Jeremy Chief Operating Officer | Sold | $206.7k5.6k shares |
| 2022-11-16 | Beitel David A. Chief Technology Officer | Sold | $143.5k3.9k shares |
| 2022-11-16 | Rock Jennifer Chief Accounting Officer | Sold | $139.5k3.8k shares |
| 2022-11-16 | Spaulding Dan Chief People Officer | Sold | $137.8k3.7k shares |
| 2022-11-16 | Daimler Susan President of Zillow | Sold | $85.6k2.3k shares |
| 2022-11-16 | Owens Bradley D. General Counsel | Sold | $23.0k624 shares |
| 2022-11-03 | Rock Jennifer Chief Accounting Officer | Sold | $295.9k9.5k 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, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Caledonia (Private) Investments Pty Ltd 31.44% of their portfolio | 36.4m $1.2bn | Unchanged |
| VANGUARD GROUP INC 0.02% of their portfolio | 22.6m $728.1m | Reduced -253.2k |
| Independent Franchise Partners LLP 4.34% of their portfolio | 13.7m $442.6m | Reduced -245.6k |
| BlackRock Inc. 0.01% of their portfolio | 8.9m $285.7m | Reduced -298.6k |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 78.47% of their portfolio | 7.1m $227.8m | First filing |
| CITIGROUP INC 0.31% of their portfolio | 6.8m $219.5m | Added +3.0m |
| Pacer Advisors, Inc. 0.82% of their portfolio | 5.0m $159.4m | Added +4.0m |
| MORGAN STANLEY 0.01% of their portfolio | 3.3m $107.7m | Added +741.8k |
| STATE STREET CORP 0.01% of their portfolio | 3.2m $104.2m | Reduced -140.3k |
| EMINENCE CAPITAL, LP 1.89% of their portfolio | 3.2m $101.9m | Reduced -416.4k |
| Technology Crossover Management IX, Ltd. 9.25% of their portfolio | 3.0m $98.2m | Unchanged |
| Technology Crossover Management VIII, Ltd. 10.15% of their portfolio | 2.7m $88.1m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.6m $84.3m | Added +37.0k |
| BAILLIE GIFFORD & CO 0.08% of their portfolio | 2.5m $79.9m | Added +93.4k |
| Foxhaven Asset Management, LP 2.80% of their portfolio | 2.0m $65.4m | Added +1.3m |
| Dorsal Capital Management, LP 3.54% of their portfolio | 1.8m $56.4m | Added +720.0k |
| Contour Asset Management LLC 3.46% of their portfolio | 1.7m $56.2m | Added +1.5m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.7m $54.8m | Reduced -645.6k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.59% of their portfolio | 1.5m $47.2m | Reduced -64.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 1.4m $44.6m | Reduced -1.1m |
| BARCLAYS PLC 0.04% of their portfolio | 1.4m $43.7m | First filing |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 1.3m $43.3m | Added +140.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.3m $41.5m | Added +1.1m |
| COATUE MANAGEMENT LLC 0.43% of their portfolio | 1.2m $38.0m | Reduced -1.2m |
| Bridgewater Associates, LP 0.20% of their portfolio | 1.1m $36.2m | Added +40.6k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 1.1m $36.2m | Reduced -115.6k |
| NATIONAL BANK OF CANADA /FI/ 0.10% of their portfolio | 1.1m $36.1m | Added +850.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $35.3m | Added +215.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $34.6m | Added +39.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.0m $33.2m | Reduced -43.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.0m $32.3m | Added +47.6k |
| Amova Asset Management Americas, Inc. 0.43% of their portfolio | 932.7k $30.0m | Reduced -1.1m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 929.6k $29.9m | Reduced -11.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 921.7k $30.3m | Added +312.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 907.9k $29.2m | Added +266.0k |
| MOORE CAPITAL MANAGEMENT, LP 0.79% of their portfolio | 873.0k $28.1m | Added +489.1k |
| Fayez Sarofim & Co 0.10% of their portfolio | 821.8k $26.5m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 819.7k $26.4m | Added +33.7k |
| Qube Research & Technologies Ltd 0.15% of their portfolio | 798.4k $25.7m | Added +783.9k |
| MINOT CAPITAL, LP 4.64% of their portfolio | 717.2k $23.1m | Unchanged |
| Legal & General Group Plc 0.01% of their portfolio | 707.2k $22.8m | Reduced -182.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 702.5k $22.6m | Reduced -694.2k |
| Holocene Advisors, LP 0.13% of their portfolio | 661.7k $21.3m | New |
| Swiss National Bank 0.01% of their portfolio | 643.7k $20.7m | Reduced -58.8k |
| Valiant Capital Management, L.P. 4.52% of their portfolio | 586.8k $18.9m | Added +69.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 562.3k $18.1m | Reduced -433.9k |
| Akaris Global Partners, LP 6.05% of their portfolio | 544.1k $17.5m | Reduced -96.0k |
| Greencape Capital Pty Ltd 22.03% of their portfolio | 532.6k $17.2m | Reduced -415.8k |
| Capital World Investors 0.00% of their portfolio | 525.0k $16.9m | Unchanged |
| Pertento Partners LLP 5.21% of their portfolio | 494.4k $15.9m | Added +6.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 468.0k $15.1m | Added +32.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 456.3k $14.7m | Added +225.7k |
| SCOUT INVESTMENTS, INC. 0.29% of their portfolio | 443.5k $14.3m | Added +294.7k |
| NATIXIS 0.08% of their portfolio | 433.8k $14.0m | Added +11.7k |
| FIR TREE CAPITAL MANAGEMENT LP 0.68% of their portfolio | 410.3k $13.2m | Reduced -204.1k |
| Wildcat Capital Management, LLC 5.02% of their portfolio | 408.0k $13.1m | Added +193.7k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 388.9k $12.5m | Reduced -2.1k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 328.6k $10.6m | Added +272.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 324.4k $10.4m | Reduced -2.7k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 317.8k $10.2m | Reduced -175.2k |
| NORGES BANK 0.00% of their portfolio | 316.0k $10.2m | Reduced -1.7m |
| IRIDIAN ASSET MANAGEMENT LLC/CT 0.91% of their portfolio | 294.2k $9.5m | Added +179.4k |
| Yost Capital Management, LP 9.65% of their portfolio | 287.8k $9.3m | Added +17.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 282.2k $9.1m | Reduced -2.1k |
| Invesco Ltd. 0.00% of their portfolio | 281.6k $9.1m | Reduced -47.2k |
| NewEdge Wealth, LLC 0.35% of their portfolio | 254.3k $8.2m | Reduced -246.3k |
| Avory & Company, LLC 6.53% of their portfolio | 252.2k $8.1m | Reduced -3.7k |
| Coronation Fund Managers Ltd. 0.22% of their portfolio | 248.6k $8.0m | New |
| DEEPWATER ASSET MANAGEMENT, LLC 4.47% of their portfolio | 244.8k $7.9m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 230.8k $7.4m | Added +219.9k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.39% of their portfolio | 228.0k $7.3m | Added +7.4k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 224.7k $7.2m | Added +123.2k |
| FORMULA GROWTH LTD 1.99% of their portfolio | 210.7k $6.8m | Reduced -24.0k |
| APG Asset Management N.V. 0.01% of their portfolio | 210.1k $6.8m | Added +120.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 207.3k $6.7m | Reduced -18.1k |
| IVY LANE CAPITAL MANAGEMENT, LLC 5.81% of their portfolio | 200.0k $6.4m | New |
| Garde Capital, Inc. 0.73% of their portfolio | 187.5k $6.0m | Reduced -4.8k |
| Swedbank AB 0.01% of their portfolio | 186.6k $6.0m | Unchanged |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 177.6k $5.7m | Added +6.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 171.9k $5.5m | Reduced -9.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 168.0k $5.4m | Reduced -498 |
| NOMURA HOLDINGS INC 0.05% of their portfolio | 167.4k $5.4m | Added +20.8k |
| Schonfeld Strategic Advisors LLC 0.04% of their portfolio | 159.9k $5.2m | Added +12.5k |
| Laird Norton Wetherby Trust Company, LLC 0.73% of their portfolio | 158.8k $5.1m | Reduced -785 |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 149.2k $4.8m | Reduced -151.8k |
| TB Alternative Assets Ltd. 1.69% of their portfolio | 146.0k $4.7m | Unchanged |
| CANNELL CAPITAL LLC 0.94% of their portfolio | 144.3k $4.6m | Added +29.4k |
| PenderFund Capital Management Ltd. 1.86% of their portfolio | 143.7k $6.3k | Reduced -42.4k |
| Amundi 0.00% of their portfolio | 141.6k $6.0m | Reduced -47.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 139.4k $4.5m | Reduced -36.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 130.7k $4.2m | Added +54.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 128.1k $4.1m | Reduced -345.6k |
| Centiva Capital, LP 0.34% of their portfolio | 127.2k $4.1m | Added +104.2k |
| FMR LLC 0.00% of their portfolio | 127.0k $4.1m | Reduced -37.4k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.16% of their portfolio | 125.0k $4.0m | New |
| NZS Capital, LLC 0.33% of their portfolio | 120.8k $3.9m | New |
| STADIUM CAPITAL MANAGEMENT LLC 2.60% of their portfolio | 118.7k $3.8m | Reduced -67.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 115.3k $3.7m | Added +75.2k |
| Vestcor Inc 0.13% of their portfolio | 112.7k $3.6m | Added +7.0k |
| PEAK6 Investments LLC 0.19% of their portfolio | 107.8k $3.5m | Added +52.0k |