Zillow Group Inc - A (ZG) — Institutional Holders Breakdown (Q2 2026)

ZG ranks #2391 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ZG is a top-conviction position for Caledonia — at 12.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

David Shaw has added to its ZG position for two straight quarters, increasing it by $27.8M to reach $33.3M today.

Caledonia has trimmed its ZG position for two straight quarters, cutting it by $421.6M while still holding $355.4M.

ZG is up 3.1% today, and institutions have been net buyers of $149.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ZG posted net income of $55.0M over the trailing twelve months, and currently trades at a P/E of 163.7.

• Profitable — net income of $55.0M over the trailing twelve months
• Revenue grew 17.7% year over year
• Net income improved year over year, from -$62.0M to $55.0M
• Generated $368.0M in positive operating cash flow
• Current ratio of 3.13x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.16x equity — within a conventional range