ZGNasdaqServices-Business Services, NECFiscal year ends December 31Also trades as Z
ZILLOW GROUP, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$31.82−0.06 (-0.19%)
Close on Oct 19, 2026
- Market cap
- $7.25B
- P/E (TTM)
- 144.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
42M of 41M shares
Institutional holders
261
61 new, 60 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 100 sales
Net sold $14.62M
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 |
|---|---|---|---|---|
| Richard N. Barton | 4,194,265 | 9.20% | 13D (active) amendment | Jun 11, 2026 |
| Lloyd D. Frink | 3,156,188 | 6.70% | 13D (active) amendment | Feb 17, 2026 |
| Vanguard Portfolio Management | 2,941,940 | 6.94% | 13G (passive) amendment | Jun 30, 2026 |
| Independent Franchise Partners, LLP | 16,300,754 | 9.03% | 13G (passive) amendment | Jun 30, 2026 |
| Caledonia US, LP | 11,603,278 | 23.38% | 13G (passive) amendment | Sep 30, 2025 |
| Caledonia (Private) Investments Pty Limited | 11,370,543 | 26.80% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ZG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Caledonia (Private) Investments Pty Ltd | 11,328,301 | 27.36% | $355.37M | −42,242 | 12.13% |
| Independent Franchise Partners LLP | 3,672,937 | 8.87% | $115.22M | +934,455 | 0.76% |
| Vanguard Portfolio Management LLC | 2,936,532 | 7.09% | $92.12M | −1,012,744 | 0.00% |
| BlackRock, Inc. | 2,362,183 | 5.71% | $74.10M | −23,098 | 0.00% |
| Capital World Investors | 2,070,845 | 5.00% | $64.96M | −1,011,086 | 0.01% |
| Vanguard Capital Management LLC | 1,433,495 | 3.46% | $44.97M | −816,363 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,002,861 | 2.42% | $31.46M | +471,803 | 0.01% |
| Geode Capital Management, LLC | 891,819 | 2.15% | $27.98M | −169,299 | 0.00% |
| Norges Bank | 796,580 | 1.92% | $24.99M | New | 0.00% |
| Morgan Stanley | 707,245 | 1.71% | $22.19M | +137,547 | 0.00% |
| State Street Corp | 704,184 | 1.70% | $22.09M | −30,062 | 0.00% |
| Dimensional Fund Advisors LP | 698,550 | 1.69% | $21.91M | +144,090 | 0.00% |
| Millennium Management LLC | 624,337 | 1.51% | $19.59M | +255,559 | 0.01% |
| Wellington Management Group Llp | 579,182 | 1.40% | $18.17M | −492,780 | 0.00% |
| Point72 Asset Management, L.P. | 530,593 | 1.28% | $16.64M | +209,814 | 0.02% |
| Hrt Financial LP | 438,898 | 1.06% | $13.77K | New | 0.00% |
| Goldman Sachs Group Inc | 412,747 | 1.00% | $12.95M | +219,756 | 0.00% |
| UBS Group AG | 405,613 | 0.98% | $12.72M | −430,024 | 0.00% |
| Trexquant Investment LP | 401,342 | 0.97% | $12.59M | +291,477 | 0.07% |
| Jane Street Group, LLC | 391,014 | 0.94% | $12.27M | New | 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 | 261 | 42M | 100.0% | 61 / 61 | 99 / 60 | 8M | 8M |
| Q1 2026 | 267 | 42M | 100.0% | 48 / 103 | 69 / 74 | 14M | 9M |
| Q4 2025 | 298 | 43M | 100.0% | 52 / 98 | 94 / 49 | 7M | 5M |
| Q3 2025 | 302 | 41M | 99.9% | 61 / 98 | 87 / 35 | 5M | 6M |
| Q2 2025 | 279 | 43M | 100.0% | 38 / 96 | 97 / 42 | 3M | 4M |
| Q1 2025 | 284 | 44M | 100.0% | 40 / 97 | 87 / 60 | 3M | 4M |
| Q4 2024 | 310 | 45M | 100.0% | 67 / 91 | 97 / 25 | 3M | 4M |
| Q3 2024 | 277 | 46M | 100.0% | 63 / 74 | 91 / 31 | 7M | 5M |
| Q2 2024 | 246 | 46M | 100.0% | 40 / 66 | 91 / 47 | 3M | 5M |
| Q1 2024 | 256 | 48M | 100.0% | 46 / 80 | 76 / 56 | 4M | 4M |
| Q4 2023 | 270 | 48M | 100.0% | 59 / 86 | 80 / 45 | 7M | 5M |
| Q3 2023 | 259 | 46M | 100.0% | 34 / 74 | 96 / 36 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ZG | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 2,000,000 | 4.83% | $62.74M | 0.07% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 1,485,297 | 3.59% | $51.52M | 0.07% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 982,013 | 2.37% | $30.81M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 678,958 | 1.64% | $21.30M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 397,096 | 0.96% | $12.46M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 390,675 | 0.94% | $12.26M | 0.01% | Jun 30, 2026 |
| Capital Group U.S. Small and Mid Cap ETF | 352,385 | 0.85% | $12.46M | 0.45% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 263,091 | 0.64% | $9.13M | 0.08% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 257,216 | 0.62% | $9.10M | 0.02% | May 31, 2026 |
| Independent Franchise Partners US Equity Fund | 172,592 | 0.42% | $5.41M | 0.40% | Jun 30, 2026 |
| Fidelity Enhanced Mid Cap Core ETF | 165,603 | 0.40% | $5.19M | 0.07% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 163,784 | 0.40% | $5.14M | 0.01% | Jun 30, 2026 |
| Fidelity Mid Cap Index Fund | 150,143 | 0.36% | $5.21M | 0.01% | Jul 31, 2026 |
| iShares U.S. Real Estate ETF | 145,879 | 0.35% | $4.58M | 0.10% | Jun 30, 2026 |
| Fidelity Real Estate Index Fund | 116,073 | 0.28% | $4.03M | 0.12% | Jul 31, 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 |
|---|---|---|---|---|
| Jeremy Wacksman | Chief Executive Officer, Director | 139,042 | 0.34% | Aug 17, 2026 |
| Richard N. Barton | Co-Executive Chairman, Director, 10% owner | 9,573,103 | 23.12% | Mar 26, 2026 |
| Lloyd D. Frink | Co -Exec. Chairman & President, Director | 6,153,873 | 14.86% | Mar 4, 2026 |
| Rikki Tremblay | VP, Principal Acctg. Officer | 32,949 | 0.08% | Sep 21, 2026 |
| Cassandra Knight | Chief Legal and Policy Officer | 70,852 | 0.17% | Aug 21, 2026 |
| Jeremy Hofmann | COO & CFO | 59,144 | 0.14% | Aug 17, 2026 |
| Errol G. Samuelson | Chief Industry Dev. Officer | 153,624 | 0.37% | Aug 17, 2026 |
| Dan Spaulding | Chief People Officer | 44,980 | 0.11% | Aug 17, 2026 |
| Jennifer Rock | Chief Accounting Officer | 58,752 | 0.14% | Aug 17, 2026 |
| David A. Beitel | Chief Technology Officer | 133,105 | 0.32% | Aug 17, 2026 |
| Bradley D. Owens | General Counsel | 76,979 | 0.19% | May 15, 2026 |
| Jun Choo | Chief Operating Officer | 107,699 | 0.26% | May 15, 2026 |
| Susan Daimler | President of Zillow | 35,331 | 0.09% | Nov 15, 2024 |
| Thielke Claire Cormier | Director | 2,375 | 0.01% | Sep 4, 2026 |
| Erik C. Blachford | Director | 262,216 | 0.63% | Sep 4, 2026 |
| J. William Gurley | Director | 218,159 | 0.53% | Mar 3, 2026 |
| Gordon Sheridan Stephenson | Director | 109,937 | 0.27% | Mar 3, 2026 |
| Jay C. Hoag | Director | 8,721,230 | 21.06% | Mar 3, 2026 |
| April Underwood | Director | 483 | 0.00% | Mar 3, 2026 |
| Gregory B. Maffei | Director | 962,318 | 2.32% | Mar 3, 2026 |
| Amy Bohutinsky | Director | 36,902 | 0.09% | Mar 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rikki Tremblay VP, Principal Acctg. Officer | Sep 18, 2026 | Award | +14,518 | – | – | 32,949 |
| Thielke Claire Cormier Director | Sep 3, 2026 | Sale(10b5-1 plan) | −1,187 | $35.71 | $42.39K | 2,375 |
| Erik C. Blachford Director | Sep 3, 2026 | Sale(10b5-1 plan) | −792 | $35.71 | $28.28K | 34,160 |
| Cassandra Knight Chief Legal and Policy Officer | Aug 20, 2026 | Award | +70,852 | – | – | 70,852 |
| Jeremy Hofmann COO & CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −5,661 | $34.18 | $193.49K | 59,144 |
| Jeremy Wacksman Chief Executive Officer, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −9,339 | $34.18 | $319.21K | 138,574 |
| Dan Spaulding Chief People Officer | Aug 14, 2026 | Sale | −3,169 | $35.37 | $112.09K | 44,561 |
| Jennifer Rock Chief Accounting Officer | Aug 13, 2026 | Sale | −990 | $34.24 | $33.90K | 58,752 |
| Dan Spaulding Chief People Officer | Aug 13, 2026 | Sale | −1,966 | $34.24 | $67.32K | 47,730 |
| Errol G. Samuelson Chief Industry Dev. Officer | Aug 13, 2026 | Sale | −3,154 | $34.24 | $107.99K | 130,885 |
| Jeremy Hofmann COO & CFO | Aug 13, 2026 | Sale(10b5-1 plan) | −3,510 | $34.24 | $120.18K | 64,805 |
| David A. Beitel Chief Technology Officer | Aug 13, 2026 | Sale | −1,798 | $34.24 | $61.56K | 133,013 |
| Jeremy Wacksman Chief Executive Officer, Director | Aug 13, 2026 | Sale(10b5-1 plan) | −5,786 | $34.24 | $198.11K | 147,913 |
| Thielke Claire Cormier Director | Aug 11, 2026 | Sale(10b5-1 plan) | −1,187 | $33.09 | $39.28K | 3,562 |
| Erik C. Blachford Director | Jun 8, 2026 | Sale(10b5-1 plan) | −791 | $34.80 | $27.53K | 34,952 |
| Jeremy Wacksman Chief Executive Officer, Director | May 22, 2026 | Sale(10b5-1 plan) | −9,072 | $36.54 | $331.49K | 153,699 |
| Jeremy Hofmann Chief Financial Officer | May 18, 2026 | Sale(10b5-1 plan) | −5,501 | $37.40 | $205.74K | 68,315 |
| Dan Spaulding Chief People Officer | May 18, 2026 | Sale(10b5-1 plan) | −3,078 | $37.40 | $115.12K | 49,696 |
| Bradley D. Owens General Counsel | May 15, 2026 | Sale(10b5-1 plan) | −3,364 | $37.23 | $125.24K | 65,245 |
| Jeremy Hofmann Chief Financial Officer | May 14, 2026 | Sale(10b5-1 plan) | −300 | $38.72 | $11.62K | 73,816 |
| Jeremy Hofmann Chief Financial Officer | May 14, 2026 | Sale(10b5-1 plan) | −3,371 | $37.86 | $127.63K | 74,116 |
| Dan Spaulding Chief People Officer | May 14, 2026 | Sale(10b5-1 plan) | −1,906 | $37.86 | $72.16K | 52,924 |
| Dan Spaulding Chief People Officer | May 14, 2026 | Sale(10b5-1 plan) | −150 | $38.74 | $5.81K | 52,774 |
| Jeremy Wacksman Chief Executive Officer, Director | May 14, 2026 | Sale | −300 | $38.69 | $11.61K | 162,771 |
| Jeremy Wacksman Chief Executive Officer, Director | May 14, 2026 | Sale | −5,751 | $37.88 | $217.85K | 163,071 |
| David A. Beitel Chief Technology Officer | May 14, 2026 | Sale | −1,729 | $37.86 | $65.46K | 134,961 |
| David A. Beitel Chief Technology Officer | May 14, 2026 | Sale | −150 | $38.74 | $5.81K | 134,811 |
| Bradley D. Owens General Counsel | May 14, 2026 | Sale(10b5-1 plan) | −1,956 | $37.83 | $74.00K | 68,899 |
| Bradley D. Owens General Counsel | May 14, 2026 | Sale(10b5-1 plan) | −290 | $38.61 | $11.20K | 68,609 |
| Errol G. Samuelson Chief Industry Dev. Officer | May 14, 2026 | Sale | −200 | $38.70 | $7.74K | 134,039 |
| Errol G. Samuelson Chief Industry Dev. Officer | May 14, 2026 | Sale | −2,739 | $37.92 | $103.86K | 134,239 |
| Jun Choo Chief Operating Officer | May 14, 2026 | Sale | −145 | $38.76 | $5.62K | 107,699 |
| Jun Choo Chief Operating Officer | May 14, 2026 | Sale | −1,083 | $37.84 | $40.98K | 107,844 |
| Jennifer Rock Chief Accounting Officer | May 14, 2026 | Sale | −60 | $38.72 | $2.32K | 59,742 |
| Jennifer Rock Chief Accounting Officer | May 14, 2026 | Sale | −974 | $37.95 | $36.96K | 59,802 |
| Errol G. Samuelson Chief Industry Dev. Officer | Mar 26, 2026 | Award | +7,912 | – | – | 141,712 |
| Errol G. Samuelson Chief Industry Dev. Officer | Mar 26, 2026 | Sale(10b5-1 plan) | −4,734 | $44.20 | $209.24K | 136,978 |
| Bradley D. Owens General Counsel | Mar 24, 2026 | Option exercise | +8,800 | $22.41 | $197.21K | 79,655 |
| Bradley D. Owens General Counsel | Mar 24, 2026 | Sale(10b5-1 plan) | −8,800 | $43.67 | $384.30K | 70,855 |
| Thielke Claire Cormier Director | Mar 3, 2026 | Sale(10b5-1 plan) | −242 | $42.85 | $10.37K | 4,749 |
| Erik C. Blachford Director | Mar 3, 2026 | Sale(10b5-1 plan) | −966 | $42.85 | $41.39K | 35,743 |
| Errol G. Samuelson Chief Industry Dev. Officer | Mar 2, 2026 | Award | +20,000 | – | – | 133,800 |
| Jeremy Wacksman Chief Executive Officer, Director | Mar 2, 2026 | Award | +52,500 | – | – | 168,822 |
| Jennifer Rock Chief Accounting Officer | Mar 2, 2026 | Award | +21,750 | – | – | 60,776 |
| Jeremy Hofmann Chief Financial Officer | Mar 2, 2026 | Award | +20,000 | – | – | 77,487 |
| Dan Spaulding Chief People Officer | Mar 2, 2026 | Award | +13,750 | – | – | 54,830 |
| Bradley D. Owens General Counsel | Mar 2, 2026 | Award | +37,500 | – | – | 70,855 |
| Erik C. Blachford Director | Mar 2, 2026 | Other | −8,417 | – | – | 36,709 |
| Thielke Claire Cormier Director | Mar 1, 2026 | Award | +4,749 | – | – | 4,991 |
| Erik C. Blachford Director | Mar 1, 2026 | Award | +3,166 | – | – | 45,126 |
| Gregory B. Maffei Director | Feb 27, 2026 | Option exercise | +16,835 | $21.46 | $361.28K | 645,833 |
| Gregory B. Maffei Director | Feb 27, 2026 | Sale | −8,050 | $45.15 | $363.46K | 637,783 |
| Erik C. Blachford Director | Feb 24, 2026 | Option exercise | +8,417 | $21.46 | $180.63K | 41,960 |
| Lloyd D. Frink Co -Exec. Chairman & President, Director | Feb 20, 2026 | Sale | −39,663 | $45.29 | $1.80M | 2,249,920 |
| Lloyd D. Frink Co -Exec. Chairman & President, Director | Feb 20, 2026 | Option exercise | +56,394 | $22.41 | $1.26M | 2,289,583 |
| Jeremy Hofmann Chief Financial Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −7,786 | $43.73 | $340.48K | 57,487 |
| Dan Spaulding Chief People Officer | Feb 17, 2026 | Sale(10b5-1 plan) | −5,361 | $43.95 | $235.62K | 41,080 |
| Jeremy Wacksman Chief Executive Officer, Director | Feb 17, 2026 | Sale(10b5-1 plan) | −13,661 | $44.25 | $604.50K | 116,322 |
| Jay C. Hoag Director | Feb 13, 2026 | Option exercise | +16,835 | $21.46 | $361.28K | 23,125 |
| Bradley D. Owens General Counsel | Feb 13, 2026 | Sale(10b5-1 plan) | −2,602 | $44.42 | $115.58K | 33,355 |
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 |
|---|---|---|---|---|---|
| Erik C. Blachford Director | Sep 3, 2026 | 792 | $28.28K | Sep 3, 2026 | Restricted Stock Lapse |
| Thielke Claire Cormier Director | Sep 3, 2026 | 1,187 | $42.39K | Sep 3, 2026 | Restricted Stock Lapse |
| Jeremy Hofmann Officer | Aug 17, 2026 | 5,661 | $193.48K | Aug 17, 2026 | Restricted Stock Lapse |
| Jeremy Wacksman Officer, Director | Aug 17, 2026 | 9,339 | $319.18K | Aug 17, 2026 | Restricted Stock Lapse |
| Bradley D. Owens Former Affiliate | Aug 14, 2026 | 3,463 | $124.88K | Aug 14, 2026 | Restricted Stock Lapse |
| Dan Spaulding Officer | Aug 14, 2026 | 3,169 | $112.09K | Aug 14, 2026 | Restricted Stock Lapse |
| Bradley D. Owens Former Affiliate | Aug 13, 2026 | 2,148 | $73.55K | Aug 13, 2026 | Restricted Stock Lapse - See Remarks |
| Jeremy Hofmann Officer | Aug 13, 2026 | 3,510 | $120.19K | Aug 13, 2026 | Restricted Stock Lapse - See Remarks |
| Jun Choo Former Affiliate | Aug 13, 2026 | 1,617 | $55.37K | Aug 13, 2026 | Restricted Stock Lapse - See Remarks |
| David A. Beitel Officer | Aug 13, 2026 | 1,798 | $61.57K | Aug 13, 2026 | Restricted Stock Lapse - See Remarks |
| Jennifer Rock Officer | Aug 13, 2026 | 990 | $33.90K | Aug 13, 2026 | Restricted Stock Lapse - See Remarks |
| Jeremy Wacksman Officer, Director | Aug 13, 2026 | 5,786 | $198.13K | Aug 13, 2026 | Restricted Stock Lapse - See Remarks |
| Errol G. Samuelson Officer | Aug 13, 2026 | 3,154 | $108.00K | Aug 13, 2026 | Restricted Stock Lapse - See Remarks |
| Dan Spaulding Officer | Aug 13, 2026 | 1,966 | $67.33K | Aug 13, 2026 | Restricted Stock Lapse- See Remarks |
| Thielke Claire Cormier Director | Aug 11, 2026 | 1,187 | $39.28K | Aug 11, 2026 | Restricted Stock Lapse |