AGF Management’s Zillow Z Stock Holding History

AGF Management’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-264,633	Closed	-$20.4M	–	700
2025 Q3	$20.4M	Buy	+264,633	New	+$21.6M	0.09%	149
2025 Q2	–	Sell	-156,710	Closed	-$10.7M	–	739
2025 Q1	$10.7M	Buy	156,710 +11,363	+8%	+$868K	0.06%	187
2024 Q4	$10.8M	Buy	145,347 +10,194	+8%	+$729K	0.05%	197
2024 Q3	$8.63M	Buy	+135,153	New	+$7.26M	0.04%	226

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management's Z Position: Q4 2025 in Review

AGF Management sold out of Zillow (Z) in Q4 2025, closing a stake of 264,633 shares — an estimated $20.4M sold.

AGF Management first reported a position in Z in Q3 2024 and held it in 4 quarters. The position peaked at $20.4M in Q3 2025. 529 funds tracked by Wall St. Rank hold Z as of Q4 2025.

AGF Management reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
AGF Management sold 264,633 Zillow shares in Q4 2025, an estimated $20.4M.
AGF Management first reported a position in Zillow in Q3 2024 and held it in 4 quarters.
AGF Management's Zillow position peaked at $20.4M in Q3 2025.
529 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on AGF Management's 13F filing for Q4 2025, filed 17 Feb 2026.