🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Ziff Davis, Inc.

ZD Communication Services
$55.38 $-0.53 (-0.95%)
Market Cap: $1.9 B
Gurus Holding
5
Popularity Rank
#2005
% of Shares Held
0.75%
Net Activity (Q2 2026)
-$13.39 M

Guru Ownership Trend

Guru Analysis for Ziff Davis, Inc. (ZD)

Ziff Davis, Inc. (ZD), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $14.3 M.

Top institutional holders include John Hussman and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $13.39 M net outflow during the quarter.

Recent activity highlights John Hussman who increased their stake by 40.0%. Conversely, Cliff Asness reduced exposure by 78.8%.

Key Holders

Top 5 by Value

$3.85 M
$3.48 M
$2.65 M
$2.56 M
$979,528

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$1.25 M
Total Buy Value
New Buys 0
Additions 2
-$14.64 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Ziff Davis, Inc. (ZD)

Major holders include John Hussman ($3.85 M), Cliff Asness ($3.48 M), Bill Miller ($2.65 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 258,148 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $13.39 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited ZD. The total reported sell value was $14.64 M.

Yes, 0 managers opened new positions in ZD, and 2 increased their existing holdings. The total reported buy value was $1.25 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.89% Add 40.0% 73,500 $3.85 M Q2 2026
0.00% Reduce -78.8% 66,405 $3.48 M Q2 2026
0.63% Reduce -25.7% 50,602 $2.65 M Q2 2026
0.02% Add 6.3% 48,937 $2.56 M Q2 2026
0.00% Reduce -44.6% 18,704 $979,528 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form