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Zillow Group, Inc.

Z Communication Services
$33.43 +$0.41 (1.24%)
Market Cap: $7.65 B
Gurus Holding
6
Popularity Rank
#1322
% of Shares Held
3.88%
Net Activity (Q1 2026)
+$26.6 M

Guru Ownership Trend

Guru Analysis for Zillow Group, Inc. (Z)

Zillow Group, Inc. (Z), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $297.05 M.

Top institutional holders include Chase Coleman and Larry Robbins.

Institutional sentiment is currently Bullish. This is evidenced by a $26.6 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 807.9%. Conversely, Catherine Wood reduced exposure by 32.3%.

Key Holders

Top 5 by Value

$304.93 M
$32.68 M
$16.74 M
$5.11 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$75.2 M
Total Buy Value
New Buys 1
Additions 3
-$48.61 M
Total Sell Value
Reductions 2
Sold Out 4

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Zillow Group, Inc. (Z)

Major holders include Chase Coleman ($304.93 M), Larry Robbins ($32.68 M), Cliff Asness ($16.74 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 8.89 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $26.6 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 4 fully exited Z. The total reported sell value was $48.61 M.

Yes, 1 managers opened new positions in Z, and 3 increased their existing holdings. The total reported buy value was $75.2 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.33% Add 21.7% 7,368,957 $304.93 M Q1 2026
0.82% Reduce -32.1% 789,670 $32.68 M Q1 2026
0.01% Add 807.9% 404,474 $16.74 M Q1 2026
0.05% Reduce -32.3% 166,685 $6.9 M Q1 2026
0.01% New Buy 123,453 $5.11 M Q1 2026
0.00% Add 208.0% 32,523 $1.35 M Q1 2026
Date
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Transaction
Value
Shares
Position / Chg
SEC Form