ZDNasdaqTelegraph & Other Message CommunicationsFiscal year ends December 31
ZIFF DAVIS, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$56.36−0.79 (-1.38%)
Close on Oct 19, 2026
- Market cap
- $2.05B
- P/E (TTM)
- 3.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
41M of 34M shares
Institutional holders
267
47 new, 48 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $2.13M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,292,575 | 15.00% | 13G (passive) amendment | Jun 30, 2025 |
| JANUS HENDERSON GROUP Ltd. | 3,526,099 | 10.30% | 13G (passive) amendment | Aug 31, 2026 |
| Janus Henderson Group PLC | 3,439,093 | 8.40% | 13G (passive) amendment | Sep 30, 2025 |
| Pale Fire Capital SICAV a.s. | 2,597,799 | 6.90% | 13D (active) | Feb 24, 2026 |
| Vanguard Portfolio Management | 2,343,118 | 6.19% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 2,253,918 | 6.60% | 13G (passive) amendment | Sep 30, 2026 |
| Vanguard Capital Management | 1,998,419 | 5.28% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ZD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,770,828 | 16.83% | $302.22M | −365,456 | 0.00% |
| Jupiter Topco LLC | 3,587,806 | 10.46% | $187.89M | New | 0.08% |
| Pale Fire Capital SE | 2,660,554 | 7.76% | $139.33M | −122,812 | 9.85% |
| Dimensional Fund Advisors LP | 2,254,978 | 6.58% | $118.09M | +183,430 | 0.02% |
| Vanguard Portfolio Management LLC | 2,190,873 | 6.39% | $114.74M | −72,435 | 0.01% |
| Legal & General Group Plc | 1,800,921 | 5.25% | $94.31M | −175,616 | 0.02% |
| Vanguard Capital Management LLC | 1,656,506 | 4.83% | $86.75M | −40,423 | 0.00% |
| State Street Corp | 1,617,349 | 4.72% | $84.70M | −63,320 | 0.00% |
| First Trust Advisors LP | 1,012,739 | 2.95% | $53.04M | +38,148 | 0.03% |
| Lsv Asset Management | 974,197 | 2.84% | $51.02K | +40,776 | 0.09% |
| Geode Capital Management, LLC | 965,877 | 2.82% | $50.59M | −40,290 | 0.00% |
| D. E. Shaw & Co., Inc. | 829,818 | 2.42% | $43.46M | +153,920 | 0.02% |
| Rice Hall James & Associates, LLC | 821,496 | 2.40% | $43.02M | +21,678 | 2.09% |
| Morgan Stanley | 758,679 | 2.21% | $39.73M | +146,934 | 0.00% |
| Charles Schwab Investment Management Inc | 746,848 | 2.18% | $39.11M | −93,968 | 0.01% |
| Nuveen, LLC | 701,777 | 2.05% | $36.75M | −70,005 | 0.01% |
| American Century Companies Inc | 670,979 | 1.96% | $35.14M | +592,299 | 0.02% |
| Varde Management, L.P. | 624,028 | 1.82% | $32.68M | +90,000 | 47.76% |
| CastleKnight Management LP | 596,254 | 1.74% | $31.23M | +173,780 | 0.42% |
| Goldman Sachs Group Inc | 552,407 | 1.61% | $28.93M | +23,181 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 267 | 41M | 100.0% | 47 / 68 | 109 / 48 | 7M | 4M |
| Q1 2026 | 274 | 42M | 100.0% | 49 / 77 | 113 / 46 | 9M | 8M |
| Q4 2025 | 277 | 45M | 100.0% | 44 / 97 | 108 / 43 | 5M | 4M |
| Q3 2025 | 280 | 44M | 100.0% | 55 / 79 | 108 / 50 | 4M | 4M |
| Q2 2025 | 276 | 44M | 100.0% | 50 / 114 | 79 / 39 | 4M | 3M |
| Q1 2025 | 268 | 44M | 100.0% | 43 / 83 | 99 / 30 | 3M | 4M |
| Q4 2024 | 258 | 46M | 100.0% | 38 / 73 | 107 / 39 | 5M | 4M |
| Q3 2024 | 263 | 45M | 100.0% | 49 / 99 | 81 / 44 | 11M | 6M |
| Q2 2024 | 260 | 45M | 100.0% | 34 / 104 | 81 / 47 | 4M | 5M |
| Q1 2024 | 275 | 47M | 100.0% | 38 / 100 | 96 / 27 | 3M | 2M |
| Q4 2023 | 264 | 47M | 100.0% | 43 / 79 | 107 / 28 | 3M | 3M |
| Q3 2023 | 253 | 46M | 100.0% | 30 / 79 | 106 / 25 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ZD | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,219,694 | 6.47% | $116.25M | 0.10% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 1,581,368 | 4.61% | $82.82M | 0.37% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,164,551 | 3.40% | $60.99M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 895,368 | 2.61% | $46.89M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 843,977 | 2.46% | $44.20M | 0.02% | Jun 30, 2026 |
| First Trust Nasdaq Cybersecurity ETF | 766,589 | 2.24% | $40.15M | 0.29% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 535,134 | 1.56% | $28.02M | 0.04% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 522,649 | 1.52% | $27.37M | 0.46% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 491,044 | 1.43% | $25.72M | 0.71% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 489,249 | 1.43% | $25.97M | 0.13% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 422,610 | 1.23% | $22.13M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 381,205 | 1.11% | $20.23M | 0.06% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 350,879 | 1.02% | $18.38M | 0.01% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 339,776 | 0.99% | $15.31M | 0.17% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 338,468 | 0.99% | $17.73M | 0.10% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Vivek Shah | Chief Executive Officer, Director | 524,773 | 1.53% | Mar 13, 2026 |
| Lori A. Tansley | Chief Accounting Officer | 767 | 0.00% | Aug 13, 2026 |
| Jeremy Rossen | EVP/General Counsel | 12,643 | 0.04% | Aug 11, 2026 |
| Bret Richter | Chief Financial Officer | 29,244 | 0.09% | Jun 11, 2026 |
| W. Brian Kretzmer | Director | 20,000 | 0.06% | Aug 20, 2026 |
| Kirk P. McDonald | Director | 13,568 | 0.04% | Jun 8, 2026 |
| Jana Barsten | Director | 12,513 | 0.04% | Jun 3, 2026 |
| Neville R. Ray | Director | 14,569 | 0.04% | May 8, 2026 |
| Sarah Ann Fay | Director | 31,522 | 0.09% | May 8, 2026 |
| Teresa A. Harris | Director | 20,746 | 0.06% | May 8, 2026 |
| Scott C. Taylor | Director | 22,161 | 0.06% | May 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| W. Brian Kretzmer Director | Aug 18, 2026 | Sale | −2,513 | $55.31 | $138.99K | 20,000 |
| Lori A. Tansley Chief Accounting Officer | Aug 12, 2026 | Sale | −1,400 | $54.76 | $76.66K | 767 |
| Jeremy Rossen EVP/General Counsel | Aug 10, 2026 | Sale | −3,819 | $54.93 | $209.78K | 10,643 |
| Bret Richter Chief Financial Officer | Jun 10, 2026 | Sale | −18,000 | $46.88 | $843.84K | 29,244 |
| Kirk P. McDonald Director | Jun 8, 2026 | Sale | −975 | $46.65 | $45.48K | 13,568 |
| Kirk P. McDonald Director | Jun 8, 2026 | Sale | −100 | $46.66 | $4.67K | 13,468 |
| Jeremy Rossen EVP/General Counsel | Jun 5, 2026 | Sale | −8,000 | $47.00 | $376.00K | 14,462 |
| Jana Barsten Director | Jun 3, 2026 | Sale | −3,347 | $45.00 | $150.62K | 12,513 |
| W. Brian Kretzmer Director | Jun 2, 2026 | Sale | −1,968 | $44.51 | $87.60K | 22,513 |
| Jeremy Rossen EVP/General Counsel | May 28, 2026 | Sale | −4,347 | $45.75 | $198.88K | 22,462 |
| W. Brian Kretzmer Director | May 7, 2026 | Option exercise | +7,903 | $43.31 | $342.28K | 24,481 |
| Scott C. Taylor Director | May 7, 2026 | Option exercise | +7,903 | $43.31 | $342.28K | 22,161 |
| Sarah Ann Fay Director | May 7, 2026 | Option exercise | +7,903 | $43.31 | $342.28K | 31,522 |
| Teresa A. Harris Director | May 7, 2026 | Option exercise | +7,903 | $43.31 | $342.28K | 20,746 |
| Jana Barsten Director | May 7, 2026 | Option exercise | +7,903 | $43.31 | $342.28K | 15,860 |
| Kirk P. McDonald Director | May 7, 2026 | Option exercise | +7,903 | $43.31 | $342.28K | 14,543 |
| Neville R. Ray Director | May 7, 2026 | Option exercise | +7,903 | $43.31 | $342.28K | 14,569 |
| Jeremy Rossen EVP/General Counsel | Mar 8, 2026 | Tax withholding | −648 | $42.32 | $27.42K | 21,969 |
| Jeremy Rossen EVP/General Counsel | Mar 8, 2026 | Option exercise | −1,808 | – | – | 22,617 |
| Bret Richter Chief Financial Officer | Mar 8, 2026 | Tax withholding | −2,047 | $42.32 | $86.63K | 47,244 |
| Bret Richter Chief Financial Officer | Mar 8, 2026 | Option exercise | +3,695 | – | – | 49,291 |
| Jeremy Rossen EVP/General Counsel | Mar 6, 2026 | Tax withholding | −1,184 | $42.32 | $50.11K | 20,809 |
| Jeremy Rossen EVP/General Counsel | Mar 6, 2026 | Option exercise | +3,302 | – | – | 21,993 |
| Vivek Shah Chief Executive Officer, Director | Mar 6, 2026 | Tax withholding | −12,085 | $42.32 | $511.44K | 360,282 |
| Vivek Shah Chief Executive Officer, Director | Mar 6, 2026 | Option exercise | +23,674 | – | – | 372,367 |
| Bret Richter Chief Financial Officer | Mar 6, 2026 | Tax withholding | −4,674 | $42.32 | $197.80K | 45,596 |
| Bret Richter Chief Financial Officer | Mar 6, 2026 | Option exercise | +8,722 | – | – | 50,270 |
| Bret Richter Chief Financial Officer | Mar 5, 2026 | Tax withholding | −8,232 | $43.65 | $359.33K | 41,548 |
| Bret Richter Chief Financial Officer | Mar 5, 2026 | Option exercise | +15,282 | – | – | 49,780 |
| Lori A. Tansley Chief Accounting Officer | Mar 5, 2026 | Option exercise | +2,183 | – | – | 3,072 |
| Lori A. Tansley Chief Accounting Officer | Mar 5, 2026 | Tax withholding | −905 | $43.65 | $39.50K | 2,167 |
| Jeremy Rossen EVP/General Counsel | Mar 5, 2026 | Tax withholding | −2,950 | $43.65 | $128.77K | 23,038 |
| Jeremy Rossen EVP/General Counsel | Mar 5, 2026 | Option exercise | +8,078 | – | – | 25,988 |
| Vivek Shah Chief Executive Officer, Director | Mar 5, 2026 | Tax withholding | −22,139 | $43.65 | $966.37K | 348,693 |
| Vivek Shah Chief Executive Officer, Director | Mar 5, 2026 | Option exercise | +43,664 | – | – | 370,832 |
| Jeremy Rossen EVP/General Counsel | Mar 3, 2026 | Tax withholding | −570 | $41.48 | $23.64K | 19,910 |
| Jeremy Rossen EVP/General Counsel | Mar 3, 2026 | Option exercise | +1,385 | – | – | 20,480 |
| Vivek Shah Chief Executive Officer, Director | Jan 1, 2026 | Tax withholding | −10,184 | $35.15 | $357.97K | 300,528 |
| Bret Richter Chief Financial Officer | Dec 31, 2025 | Option exercise | +5,047 | – | – | 38,635 |
| Bret Richter Chief Financial Officer | Dec 31, 2025 | Tax withholding | −4,705 | $35.15 | $165.38K | 33,930 |
| Lori A. Tansley Chief Accounting Officer | Dec 16, 2025 | Tax withholding | −500 | $35.83 | $17.92K | 889 |
| Lori A. Tansley Chief Accounting Officer | Dec 16, 2025 | Option exercise | +1,389 | – | – | 1,389 |
| Jeremy Rossen EVP/General Counsel | Nov 21, 2025 | Tax withholding | −382 | $30.35 | $11.59K | 16,543 |
| Jeremy Rossen EVP/General Counsel | Nov 21, 2025 | Option exercise | +754 | – | – | 16,925 |
| Vivek Shah Chief Executive Officer, Director | Nov 21, 2025 | Tax withholding | −14,244 | $30.35 | $432.31K | 310,155 |
| Vivek Shah Chief Executive Officer, Director | Nov 21, 2025 | Option exercise | +27,904 | – | – | 324,399 |
| Sarah Ann Fay Director | Sep 15, 2025 | Buy | +1,354 | $36.89 | $49.95K | 23,619 |
| Neville R. Ray Director | May 7, 2025 | Option exercise | +3,610 | $31.63 | $114.18K | 6,666 |
| Sarah Ann Fay Director | May 7, 2025 | Option exercise | +3,610 | $31.63 | $114.18K | 22,265 |
| Teresa A. Harris Director | May 7, 2025 | Option exercise | +3,610 | $31.63 | $114.18K | 12,843 |
| Kirk P. McDonald Director | May 7, 2025 | Option exercise | +3,610 | $31.63 | $114.18K | 6,640 |
| Jana Barsten Director | May 7, 2025 | Option exercise | +3,610 | $31.63 | $114.18K | 7,957 |
| W. Brian Kretzmer Director | May 7, 2025 | Option exercise | +3,610 | $31.63 | $114.18K | 16,578 |
| Scott C. Taylor Director | May 7, 2025 | Option exercise | +3,610 | $31.63 | $114.18K | 14,258 |
| Jeremy Rossen EVP/General Counsel | Mar 13, 2025 | Option exercise | +191 | – | – | 16,239 |
| Jeremy Rossen EVP/General Counsel | Mar 13, 2025 | Tax withholding | −68 | $38.68 | $2.63K | 16,171 |
| Bret Richter Chief Financial Officer | Mar 7, 2025 | Tax withholding | −1,886 | $40.85 | $77.04K | 33,561 |
| Bret Richter Chief Financial Officer | Mar 7, 2025 | Option exercise | +3,695 | – | – | 35,447 |
| Jeremy Rossen EVP/General Counsel | Mar 7, 2025 | Tax withholding | −646 | $40.85 | $26.39K | 16,048 |
| Jeremy Rossen EVP/General Counsel | Mar 7, 2025 | Option exercise | +1,807 | – | – | 16,694 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| W. Brian Kretzmer Director | Aug 18, 2026 | 2,513 | $138.99K | Aug 18, 2026 | ANNUAL VESTING |
| Lori A. Tansley Officer | Aug 12, 2026 | 1,400 | $76.66K | Aug 12, 2026 | Restricted Stock Vesting |
| Jeremy Rossen Officer | Aug 10, 2026 | 3,819 | $209.76K | Aug 10, 2026 | ESPP Purchase |
| Bret Richter Officer | Jun 10, 2026 | 18,000 | $843.87K | Jun 10, 2026 | Restricted Stock Vesting |
| Kirk P. McDonald Director | Jun 8, 2026 | 1,075 | $50.15K | Jun 8, 2026 | Restricted Stock Vesting |
| Jeremy Rossen Officer | Jun 5, 2026 | 8,000 | $376.00K | Jun 5, 2026 | Restricted Stock Vesting |
| Barsten Jana Board Member | Jun 3, 2026 | 3,347 | $152.22K | Jun 3, 2026 | RSU Vesting |
| W. Brian Kretzmer Director | Jun 2, 2026 | 1,968 | $87.60K | Jun 2, 2026 | ANNUAL VESTING |
| Jeremy Rossen Officer | May 28, 2026 | 4,347 | $198.88K | May 28, 2026 | Restricted Stock |
| Jeremy Rossen Officer | Feb 29, 2024 | 4,207 | $292.39K | Feb 29, 2024 | PERFORMANCE SHARES |
| Ziff Davis, Inc. 5% Stockholder, Employee on Board of Directors | Sep 27, 2023 | 1,034,295 | $24.84M | Sep 27, 2023 | Separation and Distribution |
| Ziff Davis, Inc. 5% Stockholder, Employee on Board of Directors | Jun 22, 2023 | 1,034,295 | $31.56M | Jun 22, 2023 | Separation and Distribution |