Guru Ownership Trend
Guru Analysis for Zebra Technologies Corporation (ZBRA)
Zebra Technologies Corporation (ZBRA), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $459.89 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $64.24 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 270.9%. Conversely, Renaissance Technologies reduced exposure by 39.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.29% | Reduce -2.6% | 581,091 | $172.68 M | Q3 2025 | |
| 0.11% | Add 28.6% | 569,167 | $169.13 M | Q3 2025 | |
| 0.81% | Reduce -24.6% | 255,619 | $75.96 M | Q3 2025 | |
| 0.21% | Add 42.0% | 164,375 | $48.85 M | Q3 2025 | |
| 0.04% | Add 270.9% | 74,500 | $22.14 M | Q3 2025 | |
| 0.22% | New Buy | 54,322 | $16.14 M | Q3 2025 | |
| 0.20% | New Buy | 48,113 | $14.3 M | Q3 2025 | |
| 0.02% | Reduce -39.3% | 46,431 | $13.8 M | Q3 2025 | |
| 0.02% | New Buy | 13,318 | $3.96 M | Q3 2025 | |
| 0.05% | 1,725 | $512,601 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Zebra Technologies Corporation (ZBRA)
Top Guru holders include Steven Cohen ($172.68 M), Cliff Asness ($169.13 M), John Rogers ($75.96 M). Collectively, tracked Gurus hold 1.81 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $64.24 M, with 6 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of ZBRA completely. Total sell value was $38.37 M.
Yes, 3 Gurus opened new positions in ZBRA, and 3 added to their existing holdings. Total buy value was $102.61 M.