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Zillow Group, Inc.

Z Communication Services
$42.9 +$1.65 (4.00%)
Market Cap: $10.29 B
Gurus Holding
9
Popularity Rank
#544
% of Shares Held
3.32%
Net Activity (Q4 2025)
-$97.58 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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $341.45 M.

Top institutional holders include Chase Coleman and Larry Robbins.

Institutional sentiment is currently Bearish. This is evidenced by a $97.58 M net outflow during the quarter.

Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Joel Greenblatt reduced exposure by 81.8%.

Key Holders

Top 5 by Value

$413.21 M
$79.38 M
$16.8 M
$15.2 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$100.86 M
Total Buy Value
New Buys 2
Additions 2
-$198.44 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
4

FAQs for Zillow Group, Inc. (Z)

Major holders include Chase Coleman ($413.21 M), Larry Robbins ($79.38 M), Catherine Wood ($16.8 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 7.96 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $97.58 M, with 4 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited Z. The total reported sell value was $198.44 M.

Yes, 2 managers opened new positions in Z, and 2 increased their existing holdings. The total reported buy value was $100.86 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.39% Add 20.1% 6,056,957 $413.21 M Q4 2025
1.62% Add 30.8% 1,163,555 $79.38 M Q4 2025
0.11% Reduce -5.7% 246,266 $16.8 M Q4 2025
0.06% Reduce -53.2% 222,819 $15.2 M Q4 2025
0.29% New Buy 192,640 $13.14 M Q4 2025
0.00% Reduce -55.9% 44,551 $3.04 M Q4 2025
0.00% Reduce -75.3% 21,887 $1.49 M Q4 2025
0.00% Reduce -81.8% 10,561 $720,471 Q4 2025
0.00% New Buy 76 $5,271 Q4 2025
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