Bayesian Capital Management’s Zillow Z Stock Holding History

Bayesian Capital 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 Q2	$300K	Buy	+9,507	New	+$365K	0.19%	152
2025 Q3	–	Sell	-4,300	Closed	-$301K	–	839
2025 Q2	$301K	Buy	+4,300	New	+$290K	0.05%	390
2024 Q3	–	Sell	-30,600	Closed	-$1.42M	–	1086
2024 Q2	$1.42M	Buy	+30,600	New	+$1.35M	0.16%	168
2024 Q1	–	Sell	-7,630	Closed	-$441K	–	1167
2023 Q4	$441K	Buy	+7,630	New	+$336K	0.05%	413
2023 Q3	–	Sell	-9,738	Closed	-$489K	–	1058
2023 Q2	$489K	Buy	+9,738	New	+$448K	0.05%	413
2023 Q1	–	Sell	-31,901	Closed	-$1.03M	–	1136
2022 Q4	$1.03M	Sell	31,901 -13,000	-29%	-$431K	0.15%	176
2022 Q3	$1.28M	Buy	44,901 +33,200	+284%	+$1.15M	0.26%	98
2022 Q2	$372K	Sell	11,701 -20,699	-64%	-$831K	0.07%	411
2022 Q1	$1.6M	Buy	32,400 +22,600	+231%	+$1.22M	0.24%	105
2021 Q4	$626K	Sell	9,800 -11,800	-55%	-$850K	0.2%	151
2021 Q3	$1.9M	Buy	21,600 +9,542	+79%	+$965K	0.55%	38
2021 Q2	$1.47M	Sell	12,058 -2,900	-19%	-$353K	0.39%	70
2021 Q1	$1.94M	Buy	14,958 +4,472	+43%	+$664K	0.45%	40
2020 Q4	$1.36M	Buy	10,486 +994	+10%	+$110K	0.36%	73
2020 Q3	$964K	Sell	9,492 -47,800	-83%	-$3.73M	0.24%	112
2020 Q2	$3.3M	Sell	57,292 -9,100	-14%	-$452K	0.73%	17
2020 Q1	$2.39M	Buy	+66,392	New	+$3.07M	0.52%	23
2019 Q4	–	Sell	-11,000	Closed	-$328K	–	774
2019 Q3	$328K	Sell	11,000 -36,800	-77%	-$1.47M	0.06%	344
2019 Q2	$2.22M	Buy	+47,800	New	+$1.9M	0.46%	56
2017 Q3	–	Sell	-9,300	Closed	-$456K	–	675
2017 Q2	$456K	Buy	+9,300	New	+$390K	0.17%	204
2017 Q1	–	Sell	-6,500	Closed	-$237K	–	721
2016 Q4	$237K	Buy	+6,500	New	+$229K	0.06%	478
2016 Q3	–	Sell	-12,100	Closed	-$439K	–	532
2016 Q2	$439K	Buy	+12,100	New	+$336K	0.26%	142

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bayesian Capital Management's Z Position: Q2 2026 in Review

Bayesian Capital Management opened a new position in Zillow (Z) in Q2 2026: 9,507 shares worth $300K. The stake represents 0.19% of the portfolio and ranks #152 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in Z as recently as Q2 2025.

Bayesian Capital Management first reported a position in Z in Q2 2016 and has held it in 22 quarters since. The position peaked at $3.3M in Q2 2020. 417 funds tracked by Wall St. Rank hold Z as of Q2 2026.

Bayesian Capital Management held 9,507 shares of Zillow worth $300K as of Q2 2026.
Zillow was a new Bayesian Capital Management position in Q2 2026.
Zillow made up 0.19% of Bayesian Capital Management's portfolio in Q2 2026, its #152 holding.
Bayesian Capital Management first reported a position in Zillow in Q2 2016 and has held it in 22 quarters since.
Bayesian Capital Management's Zillow position peaked at $3.3M in Q2 2020.
417 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.