John Rogers's ZBRA Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 475,731 shares of Zebra Technologies Corporation (ZBRA) worth $115.52 M, representing 1.25% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in ZBRA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 678,269 shares. Largest reduction occurred in Q1 2018, reducing 283,508 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Zebra Technologies Corporation (ZBRA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Zebra Technologies Corporation (ZBRA) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +220,112 | Add 86.11% | 475,731 | $242.82 |
| Q3 2025 | -83,450 | Reduce 24.61% | 255,619 | $297.16 |
| Q2 2025 | +113,017 | Add 50.00% | 339,069 | $308.36 |
| Q1 2025 | -8,266 | Reduce 3.53% | 226,052 | $282.56 |
| Q4 2024 | -61,643 | Reduce 20.83% | 234,318 | $386.22 |
| Q3 2024 | -34,425 | Reduce 10.42% | 295,961 | $370.32 |
| Q2 2024 | -49,826 | Reduce 13.10% | 330,386 | $308.93 |
| Q1 2024 | -90,249 | Reduce 19.18% | 380,212 | $301.44 |
| Q4 2023 | -218 | Reduce 0.05% | 470,461 | $273.33 |
| Q3 2023 | +759 | Add 0.16% | 470,679 | $236.53 |
| Q2 2023 | -6,465 | Reduce 1.36% | 469,920 | $295.83 |
| Q1 2023 | -19,241 | Reduce 3.88% | 476,385 | $318.00 |
| Q4 2022 | +18,508 | Add 3.88% | 495,626 | $256.41 |
| Q3 2022 | +118,402 | Add 33.01% | 477,118 | $262.01 |
| Q2 2022 | +265,610 | Add 285.28% | 358,716 | $293.95 |
| Q1 2022 | +9,051 | Add 10.77% | 93,106 | $413.70 |
| Q4 2021 | -1,813 | Reduce 2.11% | 84,055 | $595.19 |
| Q3 2021 | -28,456 | Reduce 24.89% | 85,868 | $515.42 |
| Q2 2021 | -19,959 | Reduce 14.86% | 114,324 | $529.49 |
| Q1 2021 | -36,371 | Reduce 21.31% | 134,283 | $485.18 |
| Q4 2020 | -63,518 | Reduce 27.12% | 170,654 | $384.33 |
| Q3 2020 | -85,552 | Reduce 26.76% | 234,172 | $252.46 |
| Q2 2020 | -179,270 | Reduce 35.93% | 319,724 | $255.95 |
| Q1 2020 | +41,617 | Add 9.10% | 498,994 | $183.60 |
| Q4 2019 | -66,503 | Reduce 12.69% | 457,377 | $255.44 |
| Q3 2019 | -174,792 | Reduce 25.02% | 523,880 | $206.37 |
| Q2 2019 | -17,429 | Reduce 2.43% | 698,672 | $209.49 |
| Q1 2019 | -128,145 | Reduce 15.18% | 716,101 | $209.53 |
| Q4 2018 | -194,491 | Reduce 18.72% | 844,246 | $159.23 |
| Q3 2018 | -23,943 | Reduce 2.25% | 1.04 M | $176.83 |
| Q2 2018 | -147,137 | Reduce 12.16% | 1.06 M | $143.25 |
| Q1 2018 | -283,508 | Reduce 18.99% | 1.21 M | $139.19 |
| Q4 2017 | -103,827 | Reduce 6.50% | 1.49 M | $103.80 |
| Q3 2017 | -135,233 | Reduce 7.81% | 1.6 M | $108.58 |
| Q2 2017 | -174,619 | Reduce 9.16% | 1.73 M | $100.52 |
| Q1 2017 | -232,833 | Reduce 10.88% | 1.91 M | $91.25 |
| Q4 2016 | -161,604 | Reduce 7.02% | 2.14 M | $85.76 |
| Q3 2016 | +100,047 | Add 4.54% | 2.3 M | $69.61 |
| Q2 2016 | +678,269 | Add 44.53% | 2.2 M | $50.10 |
| Q1 2016 | +548,409 | Add 56.26% | 1.52 M | $69.00 |
| Q4 2015 | +572,646 | Add 142.42% | 974,716 | $69.65 |
| Q3 2015 | +55,600 | Add 16.05% | 402,070 | $76.55 |
| Q2 2015 | -5,395 | Reduce 1.53% | 346,470 | $111.05 |
| Q1 2015 | -1,174 | Reduce 0.33% | 351,865 | $90.71 |
| Q4 2014 | +360 | Add 0.10% | 353,039 | $77.41 |
| Q3 2014 | +9,598 | Add 2.80% | 352,679 | $70.97 |
| Q2 2014 | -230,032 | Reduce 40.14% | 343,081 | $82.32 |
| Q1 2014 | +76,325 | Add 15.36% | 573,113 | $69.41 |
| Q4 2013 | +496,788 | New Buy | 496,788 | $54.08 |
John Rogers's Zebra Technologies Corporation Investment FAQs
John Rogers first purchased Zebra Technologies Corporation (ZBRA) in Q4 2013, acquiring 496,788 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Zebra Technologies Corporation (ZBRA) for 49 quarters since Q4 2013.
John Rogers's largest addition to Zebra Technologies Corporation (ZBRA) was in Q2 2016, adding 2,201,394 shares worth $110.29 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 475,731 shares of Zebra Technologies Corporation (ZBRA), valued at approximately $115.52 M.
As of the Q4 2025 filing, Zebra Technologies Corporation (ZBRA) represents approximately 1.25% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Zebra Technologies Corporation (ZBRA) was 2,301,441 shares, as reported at the end of Q3 2016.