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Gavin Baker’s Zillow Z Stock Holding History

Gavin Baker’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
2025
Q4 		– Sell
-118,098
Closed -$9.1M – 72
2025
Q3 		$9.1M Sell
118,098
-737,910
-86% -$60.3M 0.18% 54
2025
Q2 		$60M Buy
856,008
+386,947
+82% +$26.1M 1.66% 25
2025
Q1 		$32.2M Buy
+469,061
New +$35.8M 0.98% 30
2021
Q4 		– Sell
-477,469
Closed -$42.1M – 48
2021
Q3 		$42.1M Sell
477,469
-13,609
-3% -$1.38M 0.99% 30
2021
Q2 		$60M Sell
491,078
-460,322
-48% -$56M 1.07% 29
2021
Q1 		$123M Buy
951,400
+533,700
+128% +$79.2M 2.78% 9
2020
Q4 		$54.2M Buy
417,700
+313,200
+300% +$34.6M 2.38% 11
2020
Q3 		$10.6M Buy
+104,500
New +$8.16M 1% 28

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gavin Baker's Z Position: Q4 2025 in Review

Gavin Baker sold out of Zillow (Z) in Q4 2025, closing a stake of 118,098 shares — an estimated $9.1M sold.

Gavin Baker first reported a position in Z in Q3 2020 and held it in 8 quarters. The position peaked at $123M in Q1 2021. 529 funds tracked by Wall St. Rank hold Z as of Q4 2025.

  • Gavin Baker reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
  • Gavin Baker sold 118,098 Zillow shares in Q4 2025, an estimated $9.1M.
  • Gavin Baker first reported a position in Zillow in Q3 2020 and held it in 8 quarters.
  • Gavin Baker's Zillow position peaked at $123M in Q1 2021.
  • 529 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on Atreides Management's 13F filing for Q4 2025, filed 17 Feb 2026.