Which funds own Z
Zillow Group Inc Class C in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $55m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 5 managers trimmed or sold out against 0 buying.
- Managers holding
- 3
- at least, of 91 current
- Combined value
- $55m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 5
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co Long-only · $110bn book | $27m | 0.0% | 856,240 | -$13m-109,285 | Trimmed |
| Coatue Management LLC Long/short equity · $48.6bn book | $23m | 0.0% | 739,700 | -$7.3m0 | Held |
| ARK Investment Management LLC Long-only · $15.4bn book | $4.8m | 0.0% | 152,575 | -$2.1m-14,110 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Tiger Global Management LLC · Long/short equity$305m held before
- Glenview Capital Management LLC · Long/short equity$33m held before
- Man Group PLC · Quantitative$3.6m held before
Ownership through time
At least 9 of the 95 managers whose filings are on file listed Z in Q2 2026, against 6 in Q3 2015. The same number as in Q1 2026: 2 started positions; 1 listed it again; 2 sold out, by their own filings; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q3 2015: 6
- Q4 2015: 5
- Q1 2016: 7
- Q2 2016: 7
- Q3 2016: 7
- Q4 2016: 7
- Q1 2017: 6
- Q2 2017: 9
- Q3 2017: 5
- Q4 2017: 6
- Q1 2018: 8
- Q2 2018: 11
- Q3 2018: 8
- Q4 2018: 7
- Q1 2019: 11
- Q2 2019: 9
- Q3 2019: 6
- Q4 2019: 6
- Q1 2020: 6
- Q2 2020: 13
- Q3 2020: 19
- Q4 2020: 18
- Q1 2021: 18
- Q2 2021: 15
- Q3 2021: 10
- Q4 2021: 10
- Q1 2022: 13
- Q2 2022: 14
- Q3 2022: 9
- Q4 2022: 9
- Q1 2023: 6
- Q2 2023: 10
- Q3 2023: 13
- Q4 2023: 14
- Q1 2024: 11
- Q2 2024: 12
- Q3 2024: 12
- Q4 2024: 16
- Q1 2025: 13
- Q2 2025: 13
- Q3 2025: 20
- Q4 2025: 15
- Q1 2026: 9
- Q2 2026: 9
- Q3 2015: $1.1bn
- Q4 2015: $714m
- Q1 2016: $788m
- Q2 2016: $1.1bn
- Q3 2016: $986m
- Q4 2016: $1.0bn
- Q1 2017: $760m
- Q2 2017: $1.3bn
- Q3 2017: $659m
- Q4 2017: $690m
- Q1 2018: $836m
- Q2 2018: $1.3bn
- Q3 2018: $956m
- Q4 2018: $832m
- Q1 2019: $754m
- Q2 2019: $767m
- Q3 2019: $455m
- Q4 2019: $636m
- Q1 2020: $551m
- Q2 2020: $1.1bn
- Q3 2020: $2.8bn
- Q4 2020: $3.9bn
- Q1 2021: $4.2bn
- Q2 2021: $3.6bn
- Q3 2021: $2.7bn
- Q4 2021: $1.1bn
- Q1 2022: $608m
- Q2 2022: $438m
- Q3 2022: $290m
- Q4 2022: $272m
- Q1 2023: $553m
- Q2 2023: $672m
- Q3 2023: $726m
- Q4 2023: $999m
- Q1 2024: $808m
- Q2 2024: $474m
- Q3 2024: $948m
- Q4 2024: $1.8bn
- Q1 2025: $2.3bn
- Q2 2025: $2.6bn
- Q3 2025: $3.1bn
- Q4 2025: $2.3bn
- Q1 2026: $1.0bn
- Q2 2026: $626m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Arrowstreet Capital LPnew: 2,168,398 shares+$68m
- Tudor Investment Corpnew: 1,099,658 shares+$35m
- ExodusPoint Capital Management LP120,910 to 216,136 shares+$3.0m
- Capital World Investors14,195,769 to 14,240,643 shares+$1.4m
Largest decreases, by shares
- Walleye Capital LLC636,331 to 342,391 shares-$9.3m
- Baillie Gifford & Co965,525 to 856,240 shares-$3.4m
- ARK Investment Management LLC166,685 to 152,575 shares-$445k
Left it
- Tiger Global Management LLCwas $305m
- Glenview Capital Management LLCwas $33m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital World Investors | Q1 2016 | $819m | $449m | |
| Arrowstreet Capital LP | Q4 2020 | $68m | $68m | |
| Tudor Investment Corp | Q2 2017 | $35m | $35m | |
| Baillie Gifford & Co | Q3 2015 | $1.2bn | $27m | |
| Coatue Management LLC | Q3 2015 | $705m | $23m | |
| Walleye Capital LLC | Q1 2022 | $39m | $11m | |
| ExodusPoint Capital Management LP | Q1 2022 | $8.8m | $6.8m | |
| ARK Investment Management LLC | Q2 2018 | $1.3bn | $4.8m | |
| Freestone Grove Partners LP | Q2 2026 | $1.6m | $1.6m | |
| Fidelity (FMR LLC) | Q4 2024 | $993m | last listed Q4 2025 | |
| Wellington Management Group LLP | Q3 2015 | $673m | last listed Q4 2025 | |
| Tiger Global Management LLC | Q1 2016 | $436m | last listed Q1 2026 | |
| T. Rowe Price Associates Inc | Q3 2015 | $389m | last listed Q3 2018 | |
| D. E. Shaw & Co. | Q2 2019 | $275m | last listed Q3 2024 | |
| Citadel Advisors LLC | Q2 2020 | $237m | last listed Q4 2020 | |
| Squarepoint Ops LLC | Q3 2020 | $204m | last listed Q2 2022 | |
| Tybourne Capital Management HK Ltd | Q2 2016 | $175m | last listed Q4 2024 | |
| Altimeter Capital Management LP | Q3 2015 | $169m | last listed Q4 2025 | |
| Viking Global Investors LP | Q4 2018 | $147m | last listed Q4 2021 |
What Z is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around Z →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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