EC
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Eminence Capital’s Zillow Z Stock Holding History

Eminence Capital’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 		– Sell
-3,445,538
Closed -$143M – 30
2026
Q1 		$143M Buy
3,445,538
+1,351,648
+65% +$71.9M 3.27% 15
2025
Q4 		$143M Sell
2,093,890
-403,125
-16% -$29.2M 2.26% 19
2025
Q3 		$192M Sell
2,497,015
-1,481,716
-37% -$121M 2.33% 18
2025
Q2 		$279M Buy
3,978,731
+1,546,577
+64% +$104M 3.35% 4
2025
Q1 		$167M Sell
2,432,154
-482,762
-17% -$36.9M 2.79% 14
2024
Q4 		$216M Sell
2,914,916
-974,827
-25% -$69.7M 3.3% 3
2024
Q3 		$248M Sell
3,889,743
-448,679
-10% -$24.1M 3.5% 4
2024
Q2 		$201M Buy
4,338,422
+1,069,680
+33% +$47.1M 3.25% 5
2024
Q1 		$159M Buy
3,268,742
+1,712,050
+110% +$93.2M 2.26% 15
2023
Q4 		$90.1M Sell
1,556,692
-1,528,576
-50% -$67.4M 1.35% 32
2023
Q3 		$142M Buy
3,085,268
+329,191
+12% +$16.9M 2.81% 7
2023
Q2 		$139M Sell
2,756,077
-413,528
-13% -$19M 1.82% 11
2023
Q1 		$141M Buy
3,169,605
+5,912
+0.2% +$251K 2% 11
2022
Q4 		$102M Sell
3,163,693
-416,368
-12% -$13.8M 1.89% 19
2022
Q3 		$102M Sell
3,580,061
-298,747
-8% -$10.4M 2.14% 13
2022
Q2 		$123M Sell
3,878,808
-568,983
-13% -$22.9M 2.45% 6
2022
Q1 		$219M Buy
4,447,791
+369,601
+9% +$19.9M 2.49% 4
2021
Q4 		$260M Buy
4,078,190
+2,121,494
+108% +$153M 2.48% 5
2021
Q3 		$172M Buy
1,956,696
+621,111
+47% +$62.8M 2.33% 16
2021
Q2 		$163M Buy
1,335,585
+400,719
+43% +$48.8M 2.01% 20
2021
Q1 		$121M Sell
934,866
-49,868
-5% -$7.4M 1.5% 29
2020
Q4 		$128M Sell
984,734
-528,278
-35% -$58.4M 1.2% 31
2020
Q3 		$154M Sell
1,513,012
-700,538
-32% -$54.7M 1.51% 14
2020
Q2 		$128M Sell
2,213,550
-2,180,750
-50% -$108M 1.26% 26
2020
Q1 		$158M Buy
4,394,300
+1,166,538
+36% +$53.9M 1.73% 13
2019
Q4 		$148M Buy
3,227,762
+643,775
+25% +$24M 1.67% 26
2019
Q3 		$77.1M Buy
+2,583,987
New +$103M 0.93% 47

Other funds holding Z

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Eminence Capital's Z Position: Q2 2026 in Review

Eminence Capital sold out of Zillow (Z) in Q2 2026, closing a stake of 3,445,538 shares — an estimated $143M sold.

Eminence Capital first reported a position in Z in Q3 2019 and held it in 27 quarters. The position peaked at $279M in Q2 2025. 42 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • Eminence Capital reported no remaining Zillow position as of Q2 2026 after selling out during the quarter.
  • Eminence Capital sold 3,445,538 Zillow shares in Q2 2026, an estimated $143M.
  • Eminence Capital first reported a position in Zillow in Q3 2019 and held it in 27 quarters.
  • Eminence Capital's Zillow position peaked at $279M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.