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Ziff Davis, Inc.

ZD Communication Services
$40.51 $-0.11 (-0.27%)
Market Cap: $1.49 B
Gurus Holding
5
Popularity Rank
#1730
% of Shares Held
1.40%
Net Activity (Q1 2026)
-$7.98 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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.82 M.

Top institutional holders include Cliff Asness and Bill Miller.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.98 M net outflow during the quarter.

Recent activity highlights Bill Miller who opened a new position. Conversely, Joel Greenblatt reduced exposure by 40.9%.

Key Holders

Top 5 by Value

$13.16 M
$2.86 M
$2.2 M
$1.93 M
$1.42 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.36 M
Total Buy Value
New Buys 2
Additions 1
-$13.35 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Ziff Davis, Inc. (ZD)

Major holders include Cliff Asness ($13.16 M), Bill Miller ($2.86 M), John Hussman ($2.2 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 513,840 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7.98 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ZD. The total reported sell value was $13.35 M.

Yes, 2 managers opened new positions in ZD, and 1 increased their existing holdings. The total reported buy value was $5.36 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Reduce -21.5% 313,517 $13.16 M Q1 2026
0.75% New Buy 68,058 $2.86 M Q1 2026
0.48% New Buy 52,500 $2.2 M Q1 2026
0.02% Add 18.8% 46,028 $1.93 M Q1 2026
0.00% Reduce -40.9% 33,737 $1.42 M Q1 2026
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SEC Form