Cape Investment Advisory’s CoStar Group CSGP Stock Holding History

Cape Investment Advisory’s Portfolio CSGP Stock Details CSGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.43K	Buy	+121	New	+$4.16K	﹤0.01%	1126
2026 Q1	–	Sell	-27	Closed	-$1.81K	–	411
2025 Q4	$1.81K	Hold	27	–	–	﹤0.01%	1121
2025 Q3	$2.28K	Hold	27	–	–	﹤0.01%	654
2025 Q2	$2.17K	Sell	27 -2	-7%	-$156	﹤0.01%	927
2025 Q1	$2.3K	Sell	29 -11	-28%	-$837	﹤0.01%	873
2024 Q4	$2.86K	Buy	40 +13	+48%	+$982	﹤0.01%	835
2024 Q3	$2.04K	Buy	+27	New	+$2.05K	﹤0.01%	819
2024 Q1	–	Sell	-1,013	Closed	-$88.5K	–	968
2023 Q4	$88.5K	Buy	+1,013	New	+$82K	0.04%	252

Other funds holding CSGP

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Cape Investment Advisory's CSGP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in CoStar Group (CSGP) in Q2 2026: 121 shares worth $3.43K. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CSGP as recently as Q4 2025.

Cape Investment Advisory first reported a position in CSGP in Q4 2023 and has held it in 8 quarters since. The position peaked at $88.5K in Q4 2023. 760 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

Cape Investment Advisory held 121 shares of CoStar Group worth $3.43K as of Q2 2026.
CoStar Group was a new Cape Investment Advisory position in Q2 2026.
CoStar Group made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1126 holding.
Cape Investment Advisory first reported a position in CoStar Group in Q4 2023 and has held it in 8 quarters since.
Cape Investment Advisory's CoStar Group position peaked at $88.5K in Q4 2023.
760 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.