Barrier Capital Management’s Zillow ZG Stock Holding History

Barrier Capital Management’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-137,500	Closed	-$10.2M	–	20
2025 Q3	$10.2M	Buy	137,500 +13,757	+11%	+$1.08M	7.58%	7
2025 Q2	$8.48M	Buy	123,743 +46,360	+60%	+$3.07M	5.79%	8
2025 Q1	$5.17M	Sell	77,383 -33,817	-30%	-$2.5M	4.95%	11
2024 Q4	$7.88M	Buy	111,200 +400	+0.4%	+$27.6K	6.35%	9
2024 Q3	$6.86M	Buy	+110,800	New	+$5.77M	6.36%	10
2023 Q2	–	Sell	-56,386	Closed	-$2.46M	–	19
2023 Q1	$2.46M	Sell	56,386 -34,600	-38%	-$1.44M	2.91%	15
2022 Q4	$2.84M	Sell	90,986 -72,533	-44%	-$2.38M	4.21%	13
2022 Q3	$4.68M	Buy	163,519 +81,456	+99%	+$2.84M	6.52%	7
2022 Q2	$2.61M	Sell	82,063 -135,257	-62%	-$5.34M	3.38%	12
2022 Q1	$10.5M	Buy	217,320 +10,137	+5%	+$536K	9.27%	6
2021 Q4	$12.9M	Buy	+207,183	New	+$14.9M	10.93%	4

Other funds holding ZG

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

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

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

Norges Bank Oslo, Norway $935B AUM

IFP

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrier Capital Management's ZG Position: Q4 2025 in Review

Barrier Capital Management sold out of Zillow (ZG) in Q4 2025, closing a stake of 137,500 shares — an estimated $10.2M sold.

Barrier Capital Management first reported a position in ZG in Q4 2021 and held it in 11 quarters. The position peaked at $12.9M in Q4 2021. 299 funds tracked by Wall St. Rank hold ZG as of Q4 2025.

Barrier Capital Management reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
Barrier Capital Management sold 137,500 Zillow shares in Q4 2025, an estimated $10.2M.
Barrier Capital Management first reported a position in Zillow in Q4 2021 and held it in 11 quarters.
Barrier Capital Management's Zillow position peaked at $12.9M in Q4 2021.
299 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

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