Balyasny Asset Management’s Zillow Z Stock Holding History

Balyasny Asset 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
2026 Q1	–	Sell	-95,100	Closed	-$6.49M	–	3640
2025 Q4	$6.49M	Buy	95,100 +62,600	+193%	+$4.53M	0.01%	1259
2025 Q3	$2.5M	Buy	32,500 +8,100	+33%	+$662K	﹤0.01%	1698
2025 Q2	$1.71M	Sell	24,400 -700	-3%	-$47.2K	﹤0.01%	1814
2025 Q1	$1.72M	Buy	+25,100	New	+$1.92M	﹤0.01%	1771
2024 Q1	–	Sell	-410,000	Closed	-$23.7M	–	3196
2023 Q4	$23.7M	Sell	410,000 -15,000	-4%	-$661K	0.04%	538
2023 Q3	$19.6M	Buy	+425,000	New	+$21.8M	0.04%	574
2023 Q1	–	Sell	-117,500	Closed	-$3.78M	–	3229
2022 Q4	$3.78M	Hold	117,500	–	–	0.01%	1143
2022 Q3	$3.36M	Buy	+117,500	New	+$4.08M	0.01%	1224
2017 Q3	–	Sell	-150,000	Closed	-$7.35M	–	2127
2017 Q2	$7.35M	Hold	150,000	–	–	0.03%	639
2017 Q1	$5.05M	Buy	+150,000	New	+$5.34M	0.02%	701

Other funds holding Z

CIA

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IFP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $2.9T AUM 29.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Balyasny Asset Management's Z Position: Q1 2026 in Review

Balyasny Asset Management increased its Zillow (Z) stake by 923% in Q1 2026, buying an estimated $27.1M and bringing the position to 564,453 shares worth $23.4M. The position accounts for 0.03% of the portfolio, ranked #621.

Balyasny Asset Management first reported a position in Z in Q3 2015 and has held it in 23 quarters since. The position peaked at $43.5M in Q2 2016. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Balyasny Asset Management held 564,453 shares of Zillow worth $23.4M as of Q1 2026.
Balyasny Asset Management bought 509,303 Zillow shares in Q1 2026, an estimated $27.1M.
Zillow made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #621 holding.
Balyasny Asset Management first reported a position in Zillow in Q3 2015 and has held it in 23 quarters since.
Balyasny Asset Management's Zillow position peaked at $43.5M in Q2 2016.
489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.