Follow The Filings

Z Zillow

Consumer Discretionary, filed as ZILLOW GROUP INC (CL C CAP STK), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 3 Owners
  • Max 5.9%
  • $65M
  • 1 add 1 reduce 2 exits

In 2026 Q2 Kahn Brothers Group added to Zillow, Cathie Wood trimmed, and Chase Coleman and Glenview Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 5.9% (Kahn Brothers Group). Not free-float ownership.

  1. Kahn Brothers Group Add 5.9%
  2. Philippe Laffont 0.05%
  3. Cathie Wood Reduce 0.03%

Who owns Z

Sorted by value, long equity only, as of 2026 Q2.

History
Kahn Brothers Group 5.9%, was 4.0% Add +116.8% 1,182,261 $37M History
Philippe Laffont, Coatue Management 0.05% Hold 739,700 $23M History
Cathie Wood, Ark Investment Management 0.03%, was 0.05% Reduce −8.5% 152,575 $4.8M History
Chase Coleman, Tiger Global Management exited 2026 Q2 Last 2026 Q1 1.3% Exit −1.33% 7,368,957 $305M History
Glenview Capital Management exited 2026 Q2 Last 2026 Q1 0.82% Exit −0.82% 789,670 $33M History

3 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by Z's executives, directors and 10% owners in the last 12 months, from their Form 4s

All Z insider trades
  • None no insider bought on the open market
  • $2.5M sold by 4 insiders outside a trading plan
  • $6.6M sold by 7 insiders under 10b5-1 plans
  1. Erik C Blachford Director
    Planned sale
    $28K 792 shares at $35.71 2.3% of stake
    Traded Sep 3 Filed Sep 4
    ↗
  2. Thielke Claire Cormier Director
    Planned sale
    $42K 1,187 shares at $35.71 33% of stake
    Traded Sep 3 Filed Sep 4
    ↗
  3. Dan Spaulding Chief People Officer
    Sale
    $112K 3,169 shares at $35.37 6.6% of stake
    Traded Aug 14 Filed Aug 17
    ↗
  4. Jeremy Hofmann CFO
    Planned sale
    $193K 5,661 shares at $34.18 8.7% of stake
    Traded Aug 17 Filed Aug 17
    ↗
  5. Jeremy Wacksman CEO
    Planned sale
    $319K 9,339 shares at $34.18 6.3% of stake
    Traded Aug 17 Filed Aug 17
    ↗
  6. Thielke Claire Cormier Director
    Planned sale
    $39K 1,187 shares at $33.09 25% of stake
    Traded Aug 11 Filed Aug 12
    ↗
  7. Erik C Blachford Director
    Planned sale
    $28K 791 shares at $34.80 2.2% of stake
    Traded Jun 8 Filed Jun 9
    ↗
  8. Jeremy Wacksman CEO
    Planned sale
    $331K 9,072 shares at $36.54 5.6% of stake
    Traded May 22 Filed May 26
    ↗
  9. Dan Spaulding Chief People Officer
    Planned sale
    $115K 3,078 shares at $37.40 5.8% of stake
    Traded May 18 Filed May 18
    ↗
  10. Jeremy Hofmann CFO
    Planned sale
    $206K 5,501 shares at $37.40 7.5% of stake
    Traded May 18 Filed May 18
    ↗
  11. Bradley D. Owens General Counsel
    Planned sale
    $125K 3,364 shares at $37.23 4.9% of stake
    Traded May 15 Filed May 15
    ↗
  12. Bradley D. Owens General Counsel
    Planned sale
    $384K 8,800 shares at $43.67 11% of stake
    Traded Mar 24 Filed Mar 26
    ↗
  13. Erik C Blachford Director
    Planned sale
    $41K 966 shares at $42.85 2.6% of stake
    Traded Mar 3 Filed Mar 3
    ↗
  14. Thielke Claire Cormier Director
    Planned sale
    $10K 242 shares at $42.85 4.8% of stake
    Traded Mar 3 Filed Mar 3
    ↗
  15. Gregory B Maffei Director
    Sale
    $363K 8,050 shares at $45.15 1.2% of stake
    Traded Feb 27 Filed Mar 3
    ↗

Also filed in the last 12 months, not counted as buying or selling: 62 sales to cover taxes, 11 stock grants, 9 option exercises, and 1 other transaction.

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
8-K 1.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,5.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 5.07,8.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 $0.15B $0.122B
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 -$0.352B -$1.23B -$0.674B
Net change in cash $27M -$410M -$312M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.