Ermenegildo Zegna N.V. (ZGN) — Institutional Investor Activity (Q2 2026)

ZGN ranks #3890 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

ZGN is a top-conviction position for Global IMC LLC — at 9.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ZGN belongs to Temasek Holdings, but the position matters far more to Global IMC LLC, who has 9.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Temasek Holdings has added to its ZGN position for two straight quarters, increasing it by $75.5M to reach $354.7M today.

Two Sigma Investments, LP has trimmed its ZGN position for two straight quarters, cutting it by $1.9M while still holding $750.4K.

ZGN is down 3.7% today, but institutions show net buying of $134.8M this quarter — a divergence between today's price move and the underlying institutional flow.

ZGN closed its latest fiscal year with net income of $109.5M.

• Profitable — net income of $109.5M in the latest fiscal year
• Revenue declined 1.5% year over year
• Net income improved year over year, from $90.9M to $109.5M
• Generated $335.6M in positive operating cash flow
• Current ratio of 1.59x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.10x equity — within a conventional range