Follow-The-Filings

Security

Z

Zillow Group Inc. · CL C CAP STK

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 3 new 4 exits max 4.0% (Kahn Brothers Group Inc.)

grid → activity →
owners 17
max % 4.0%
tracked value $2.2B
qoq N 3 A 8 R 4 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Kahn Brothers Group Inc. 2026 Q1 4.0% New 4.0% 545,212 $23M hist
Eminence Capital, LP 2026 Q1 3.3% Exit -3.27 pp 3,445,538 $143M hist
Chase Coleman - Tiger Global Management LLC 2026 Q1 1.3% Add -0.06 pp 7,368,957 $305M hist
Glenview Capital Management, LLC 2026 Q1 0.8% Reduce -0.79 pp 789,670 $33M hist
Philippe Laffont - Coatue Management LLC 2026 Q1 0.1% New 0.1% 739,700 $31M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.1% Reduce -0.06 pp 166,685 $7M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.03 pp 564,453 $23M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 22,597,382 $1.5B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 466,796 $19M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 404,474 $17M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 123,453 $5M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 685,279 $28M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 217,949 $15M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 43,625 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 42,905 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 32,523 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 2,383 $99 hist
Brad Gerstner - Altimeter Capital Management, LP exited 2026 Q1 last 2025 Q4 2.2% Exit -2.24 pp 2,187,421 $149M hist
Davidson Kempner Capital Management LP exited 2026 Q1 last 2025 Q4 0.7% Exit -0.65 pp 601,600 $41M hist
Stanley Druckenmiller - Duquesne Family Office LLC exited 2026 Q1 last 2025 Q4 0.3% Exit -0.29 pp 192,640 $13M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 222,819 $15M hist

17 current · 4 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.94B $2.24B $2.58B
Gross profit $1.52B $1.71B $1.92B
Gross margin * 78.4% 76.4% 74.1%
Net income -$158M -$112M $23M
Net margin * -8.1% -5.0% 0.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.15B $2.33B $2.12B
Total non-current assets * $3.5B $3.5B $3.56B
Total assets $6.65B $5.83B $5.68B
Total current liabilities $971M $831M $679M
Total non-current liabilities * $1.16B $150M $122M
Total equity $4.53B $4.85B $4.88B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $354M $428M $368M
Cash from investing $25M $395M -$6M
Cash from financing -$352M -$1.23B -$674M
Net change in cash $27M -$410M -$312M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders