S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

Zebra Technologies Corporation

ZBRA Technology
$264.62 $-9.53 (-3.48%)
Market Cap: $13.02 B
Gurus Holding
11
Popularity Rank
#313
% of Shares Held
4.24%
Net Activity (Q3 2025)
+$64.24 M

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 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $551.67 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, Steven Cohen reduced exposure by 2.6%.

Key Holders

Top 5 by Value

$172.68 M
$169.13 M
$115.52 M
$48.85 M
$22.14 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$102.61 M
Total Buy Value
New Buys 3
Additions 3
-$38.37 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for Zebra Technologies Corporation (ZBRA)

Major holders include Steven Cohen ($172.68 M), Cliff Asness ($169.13 M), John Rogers ($115.52 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.08 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $64.24 M, with 6 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited ZBRA. The total reported sell value was $38.37 M.

Yes, 3 managers opened new positions in ZBRA, and 3 increased their existing holdings. The total reported buy value was $102.61 M.

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
1.25% Add 86.1% 475,731 $115.52 M Q4 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
0.19% Add 38.1% 66,426 $16.13 M Q4 2025
0.02% Add 20.5% 55,951 $13.59 M Q4 2025
0.04% Add 210.2% 41,307 $10.03 M Q4 2025
0.05% 1,725 $512,601 Q3 2025
0.00% New Buy 181 $43,950 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form