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 ($4.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.42. Options: 38 managers hold calls ($533.8m notional), 34 hold puts ($444.7m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 386 |
| Q4 2022 | 392 |
| Q1 2023 | 404 |
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 | 164 | 199 |
| Q1 2023 | 191 | 181 |
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 |
| Q1 2023 | $533.8m | $444.7m | 0.83 |
Biggest buyers
| Capital World Investors | Added | +6.4m |
| Pacer Advisors, Inc. | Added | +1.3m |
| DEUTSCHE BANK AG\ | Added | +1.0m |
| Southpoint Capital Advisors LP | New | +1.0m |
| UBS Group AG | Added | +821.9k |
| BARCLAYS PLC | Added | +799.9k |
| Contour Asset Management LLC | Added | +495.6k |
| BANK OF MONTREAL /CAN/ | Added | +486.9k |
| SG Americas Securities, LLC | Added | +383.0k |
| PRUDENTIAL FINANCIAL INC | Added | +323.7k |
Biggest sellers
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | Sold out | -7.1m |
| CITIGROUP INC | Reduced | -5.4m |
| Foxhaven Asset Management, LP | Sold out | -2.0m |
| MORGAN STANLEY | Reduced | -1.0m |
| MOORE CAPITAL MANAGEMENT, LP | Sold out | -873.0k |
| Qube Research & Technologies Ltd | Sold out | -798.4k |
| JPMORGAN CHASE & CO | Reduced | -790.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -787.8k |
| Holocene Advisors, LP | Sold out | -661.7k |
| Amova Asset Management Americas, Inc. | Reduced | -581.4k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $73.3m1.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $60.3m1.4m shares |
| Walleye Trading LLC | Added | $55.8m1.3m shares |
| CITIGROUP INC | Reduced | $46.6m1.0m shares |
| Twin Tree Management, LP | Added | $38.6m981.2k shares |
| D. E. Shaw & Co., Inc. | Reduced | $33.3m748.0k shares |
| BARCLAYS PLC | Reduced | $27.6m620.0k shares |
| JANE STREET GROUP, LLC | Reduced | $26.7m600.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $26.5m596.4k shares |
| Lombard Odier Asset Management (USA) Corp | Unchanged | $22.2m500.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $65.0m1.5m shares |
| CITADEL ADVISORS LLC | Added | $64.8m1.5m shares |
| Twin Tree Management, LP | Added | $46.3m1.2m shares |
| Walleye Trading LLC | Added | $37.2m837.6k shares |
| BARCLAYS PLC | Added | $28.5m640.0k shares |
| JANE STREET GROUP, LLC | Reduced | $25.1m564.7k shares |
| GOLDMAN SACHS GROUP INC | Added | $24.0m540.0k shares |
| SIMPLEX TRADING, LLC | Added | $19.2m433.8k shares |
| Portman Square Capital LLP | New | $15.8m355.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $12.9m289.4k 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 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 36.22% of their portfolio | 36.4m $1.6bn | Unchanged |
| VANGUARD GROUP INC 0.03% of their portfolio | 22.6m $1.0bn | Reduced -5.6k |
| Independent Franchise Partners LLP 5.47% of their portfolio | 13.7m $608.1m | Reduced -65.3k |
| BlackRock Inc. 0.01% of their portfolio | 8.9m $394.3m | Reduced -3.4k |
| Capital World Investors 0.06% of their portfolio | 6.9m $308.1m | Added +6.4m |
| Pacer Advisors, Inc. 1.18% of their portfolio | 6.2m $276.7m | Added +1.3m |
| STATE STREET CORP 0.01% of their portfolio | 3.2m $143.5m | Reduced -8.1k |
| EMINENCE CAPITAL, LP 2.38% of their portfolio | 3.2m $141.0m | Added +5.9k |
| Technology Crossover Management IX, Ltd. 11.19% of their portfolio | 3.0m $135.5m | Unchanged |
| Technology Crossover Management VIII, Ltd. 10.28% of their portfolio | 2.7m $121.6m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 2.7m $119.4m | Added +66.7k |
| BAILLIE GIFFORD & CO 0.10% of their portfolio | 2.5m $110.0m | Reduced -7.6k |
| MORGAN STANLEY 0.01% of their portfolio | 2.3m $102.1m | Reduced -1.0m |
| Contour Asset Management LLC 5.72% of their portfolio | 2.2m $99.7m | Added +495.6k |
| BARCLAYS PLC 0.10% of their portfolio | 2.2m $95.9m | Added +799.9k |
| Dorsal Capital Management, LP 2.87% of their portfolio | 1.7m $74.3m | Reduced -80.0k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 1.4m $62.7m | Added +486.9k |
| CITIGROUP INC 0.08% of their portfolio | 1.4m $62.1m | Reduced -5.4m |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.61% of their portfolio | 1.3m $59.9m | Reduced -118.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $53.6m | Added +107.8k |
| COATUE MANAGEMENT LLC 0.35% of their portfolio | 1.2m $52.4m | Unchanged |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio | 1.2m $52.3m | Reduced -169.8k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.1m $50.8m | Added +1.0m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.1m $50.0m | Added +124.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.1m $49.5m | Added +41.1k |
| NATIONAL BANK OF CANADA /FI/ 0.13% of their portfolio | 1.0m $46.4m | Reduced -76.1k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 1.0m $44.8m | Reduced -116.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.0m $44.5m | Reduced -28.6k |
| Southpoint Capital Advisors LP 1.01% of their portfolio | 1.0m $44.5m | New |
| NORTHERN TRUST CORP 0.01% of their portfolio | 927.2k $41.2m | Reduced -2.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 914.5k $40.7m | Reduced -787.8k |
| UBS Group AG 0.02% of their portfolio | 886.8k $39.4m | Added +821.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio | 869.2k $38.7m | Reduced -38.6k |
| Greencape Capital Pty Ltd 20.58% of their portfolio | 833.3k $37.1m | Added +300.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 815.9k $36.3m | Reduced -568.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 730.6k $32.5m | Reduced -89.1k |
| MINOT CAPITAL, LP 5.77% of their portfolio | 717.2k $31.9m | Unchanged |
| Legal & General Group Plc 0.01% of their portfolio | 695.8k $30.9m | Reduced -11.5k |
| Swiss National Bank 0.02% of their portfolio | 617.3k $27.5m | Reduced -26.4k |
| Valiant Capital Management, L.P. 4.62% of their portfolio | 596.5k $26.5m | Added +9.7k |
| Bridgewater Associates, LP 0.16% of their portfolio | 589.5k $26.2m | Reduced -535.1k |
| Fayez Sarofim & Co 0.09% of their portfolio | 576.5k $25.6m | Reduced -245.2k |
| Pertento Partners LLP 5.94% of their portfolio | 537.8k $23.9m | Added +43.4k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 520.0k $23.1m | Added +131.1k |
| Invesco Ltd. 0.01% of their portfolio | 519.7k $23.1m | Added +238.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 497.4k $22.1m | Reduced -790.6k |
| Akaris Global Partners, LP 6.52% of their portfolio | 469.8k $20.9m | Reduced -74.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 459.6k $20.4m | Reduced -102.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 419.5k $18.7m | Reduced -48.5k |
| SG Americas Securities, LLC 0.24% of their portfolio | 396.2k $17.6m | Added +383.0k |
| NATIXIS 0.16% of their portfolio | 393.8k $17.5m | Reduced -40.0k |
| Wildcat Capital Management, LLC 6.47% of their portfolio | 391.7k $17.4m | Reduced -16.3k |
| NORGES BANK 0.00% of their portfolio | 378.2k $16.8m | Added +62.2k |
| FMR LLC 0.00% of their portfolio | 354.2k $15.8m | Added +227.3k |
| Amova Asset Management Americas, Inc. 0.18% of their portfolio | 351.4k $15.4m | Reduced -581.4k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 339.4k $15.1m | Added +132.2k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 339.2k $15.1m | Added +114.5k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 338.5k $15.1m | Added +20.7k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 335.1k $14.9m | Added +323.7k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.53% of their portfolio | 320.0k $14.2m | Added +195.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 290.9k $12.9m | Reduced -411.6k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 282.6k $12.6m | Added +247.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 281.5k $12.5m | Reduced -42.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 276.9k $12.3m | Reduced -5.3k |
| APG Asset Management N.V. 0.02% of their portfolio | 272.9k $11.2m | Added +62.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 268.5k $11.9m | New |
| Half Sky Capital (UK) Ltd 6.52% of their portfolio | 258.6k $11.5m | New |
| Yost Capital Management, LP 12.57% of their portfolio | 257.8k $11.5m | Reduced -30.0k |
| NewEdge Wealth, LLC 0.43% of their portfolio | 252.7k $11.2m | Reduced -1.6k |
| Avory & Company, LLC 7.57% of their portfolio | 247.3k $11.0m | Reduced -4.9k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 244.3k $10.9m | Reduced -84.2k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 243.7k $10.8m | Added +243.0k |
| DEEPWATER ASSET MANAGEMENT, LLC 4.97% of their portfolio | 235.4k $10.5m | Reduced -9.4k |
| TB Alternative Assets Ltd. 2.58% of their portfolio | 235.4k $10.5m | Added +89.4k |
| Coronation Fund Managers Ltd. 0.27% of their portfolio | 230.1k $10.2m | Reduced -18.5k |
| IVY LANE CAPITAL MANAGEMENT, LLC 8.33% of their portfolio | 222.0k $9.9m | Added +22.0k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.65% of their portfolio | 216.7k $9.6m | Reduced -11.2k |
| NZS Capital, LLC 0.50% of their portfolio | 212.3k $9.4m | Added +91.5k |
| IRIDIAN ASSET MANAGEMENT LLC/CT 0.72% of their portfolio | 198.2k $8.8m | Reduced -96.0k |
| AustralianSuper Pty Ltd 0.06% of their portfolio | 198.1k $8.8m | New |
| Garde Capital, Inc. 0.96% of their portfolio | 197.4k $8.8m | Added +9.9k |
| Squarepoint Ops LLC 0.06% of their portfolio | 190.1k $8.5m | Added +173.8k |
| Swedbank AB 0.02% of their portfolio | 186.6k $8.3m | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 185.1k $8.2m | Added +54.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 173.2k $7.7m | Reduced -4.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 171.9k $7.6m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 162.8k $7.2m | Reduced -5.2k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 159.3k $7.1m | Added +92.7k |
| CANNELL CAPITAL LLC 1.33% of their portfolio | 154.3k $6.9m | Added +10.0k |
| Laird Norton Wetherby Trust Company, LLC 0.85% of their portfolio | 152.3k $6.8m | Reduced -6.4k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 148.2k $6.6m | Reduced -82.6k |
| Achmea Investment Management B.V. 0.19% of their portfolio | 144.9k $6.4m | Added +119.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% of their portfolio | 144.3k $6.4m | Added +111.9k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 142.0k $6.3m | Added +69.4k |
| Centiva Capital, LP 0.35% of their portfolio | 140.6k $6.3m | Added +13.4k |
| M&G INVESTMENT MANAGEMENT LTD 0.04% of their portfolio | 139.2k $6.1m | New |
| FORSTA AP-FONDEN 0.07% of their portfolio | 138.7k $6.2m | New |
| Amundi 0.00% of their portfolio | 135.7k $5.9m | Reduced -5.8k |
| Tredje AP-fonden 0.09% of their portfolio | 132.0k $5.9m | Added +100.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 126.9k $5.6m | Added +126.8k |