Dorsal Capital Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,450,000
| Closed | -$101M | – | 34 |
|
|
2026
Q1 | $101M | Sell |
2,450,000
-475,000
| -16% | -$25.3M | 3.94% | 13 |
|
|
2025
Q4 | $200M | Buy |
2,925,000
+243,750
| +9% | +$17.7M | 6.94% | 4 |
|
|
2025
Q3 | $207M | Buy |
2,681,250
+231,250
| +9% | +$18.9M | 5.51% | 7 |
|
|
2025
Q2 | $172M | Sell |
2,450,000
-600,000
| -20% | -$40.4M | 4.58% | 10 |
|
|
2025
Q1 | $209M | Sell |
3,050,000
-300,000
| -9% | -$22.9M | 6.39% | 4 |
|
|
2024
Q4 | $248M | Buy |
3,350,000
+150,000
| +5% | +$10.7M | 5.86% | 5 |
|
|
2024
Q3 | $204M | Buy |
3,200,000
+100,000
| +3% | +$5.37M | 6.33% | 6 |
|
|
2024
Q2 | $144M | Buy |
3,100,000
+200,000
| +7% | +$8.8M | 4.95% | 8 |
|
|
2024
Q1 | $141M | Sell |
2,900,000
-150,000
| -5% | -$8.17M | 4.62% | 8 |
|
|
2023
Q4 | $176M | Sell |
3,050,000
-250,000
| -8% | -$11M | 5.44% | 8 |
|
|
2023
Q3 | $152M | Buy |
3,300,000
+1,775,000
| +116% | +$91.2M | 5.2% | 8 |
|
|
2023
Q2 | $76.6M | Sell |
1,525,000
-145,000
| -9% | -$6.67M | 2.64% | 14 |
|
|
2023
Q1 | $74.3M | Sell |
1,670,000
-80,000
| -5% | -$3.4M | 2.38% | 16 |
|
|
2022
Q4 | $56.4M | Buy |
1,750,000
+720,000
| +70% | +$23.9M | 3.35% | 14 |
|
|
2022
Q3 | $29.5M | Sell |
1,030,000
-1,570,000
| -60% | -$54.5M | 1.83% | 17 |
|
|
2022
Q2 | $82.5M | Sell |
2,600,000
-250,000
| -9% | -$10M | 5.38% | 10 |
|
|
2022
Q1 | $140M | Buy |
2,850,000
+755,000
| +36% | +$40.6M | 7.03% | 5 |
|
|
2021
Q4 | $134M | Buy |
2,095,000
+620,000
| +42% | +$44.7M | 7.68% | 4 |
|
|
2021
Q3 | $130M | Buy |
1,475,000
+525,000
| +55% | +$53.1M | 6.35% | 5 |
|
|
2021
Q2 | $116M | Sell |
950,000
-50,000
| -5% | -$6.08M | 5.42% | 8 |
|
|
2021
Q1 | $130M | Buy |
1,000,000
+60,000
| +6% | +$8.9M | 6.59% | 6 |
|
|
2020
Q4 | $122M | Sell |
940,000
-415,000
| -31% | -$45.9M | 7.06% | 6 |
|
|
2020
Q3 | $138M | Sell |
1,355,000
-675,000
| -33% | -$52.7M | 10.62% | 1 |
|
|
2020
Q2 | $117M | Sell |
2,030,000
-570,000
| -22% | -$28.3M | 7.23% | 4 |
|
|
2020
Q1 | $93.7M | Buy |
2,600,000
+240,000
| +10% | +$11.1M | 7.58% | 4 |
|
|
2019
Q4 | $108M | Buy |
+2,360,000
| New | +$87.9M | 6.56% | 5 |
|
|
2016
Q3 | – | Sell |
-500,000
| Closed | -$18.1M | – | 28 |
|
|
2016
Q2 | $18.1M | Buy |
500,000
+100,000
| +25% | +$2.77M | 1.34% | 21 |
|
|
2016
Q1 | $9.49M | Buy |
+400,000
| New | +$8.36M | 0.9% | 19 |
|
Other funds holding Z
CIA
IFP
Dorsal Capital Management's Z Position: Q2 2026 in Review
Dorsal Capital Management sold out of Zillow (Z) in Q2 2026, closing a stake of 2,450,000 shares — an estimated $101M sold.
Dorsal Capital Management first reported a position in Z in Q1 2016 and held it in 28 quarters. The position peaked at $248M in Q4 2024. 417 funds tracked by Wall St. Rank hold Z as of Q2 2026.
- Dorsal Capital Management reported no remaining Zillow position as of Q2 2026 after selling out during the quarter.
- Dorsal Capital Management sold 2,450,000 Zillow shares in Q2 2026, an estimated $101M.
- Dorsal Capital Management first reported a position in Zillow in Q1 2016 and held it in 28 quarters.
- Dorsal Capital Management's Zillow position peaked at $248M in Q4 2024.
- 417 funds tracked by Wall St. Rank held Zillow as of Q2 2026.
Based on Dorsal Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.