IFP
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Independent Franchise Partners’s Zillow Z Stock Holding History

Independent Franchise Partners’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
Q1 		$546M Buy
13,197,429
+2,244,024
+20% +$119M 3.82% 14
2025
Q4 		$747M Buy
10,953,405
+94,569
+0.9% +$6.85M 4.75% 11
2025
Q3 		$837M Sell
10,858,836
-181,085
-2% -$14.8M 5.52% 7
2025
Q2 		$773M Sell
11,039,921
-113,776
-1% -$7.67M 5.14% 8
2025
Q1 		$765M Buy
11,153,697
+271,084
+2% +$20.7M 5.45% 6
2024
Q4 		$806M Sell
10,882,613
-851,811
-7% -$60.9M 6.05% 5
2024
Q3 		$749M Sell
11,734,424
-287,826
-2% -$15.5M 6.61% 3
2024
Q2 		$558M Sell
12,022,250
-691,634
-5% -$30.4M 5.14% 12
2024
Q1 		$620M Sell
12,713,884
-255,667
-2% -$13.9M 5.13% 11
2023
Q4 		$750M Sell
12,969,551
-653,720
-5% -$28.8M 6.38% 3
2023
Q3 		$629M Sell
13,623,271
-95,082
-0.7% -$4.89M 5.45% 7
2023
Q2 		$689M Buy
13,718,353
+42,878
+0.3% +$1.97M 5.77% 6
2023
Q1 		$608M Sell
13,675,475
-65,342
-0.5% -$2.78M 5.47% 8
2022
Q4 		$443M Sell
13,740,817
-245,568
-2% -$8.14M 4.34% 12
2022
Q3 		$400M Buy
13,986,385
+180,751
+1% +$6.28M 4.21% 15
2022
Q2 		$438M Buy
13,805,634
+3,227,434
+31% +$130M 4.12% 14
2022
Q1 		$521M Buy
10,578,200
+831,894
+9% +$44.7M 4.12% 14
2021
Q4 		$622M Buy
+9,746,306
New +$702M 4.9% 10

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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 $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Franchise Partners's Z Position: Q1 2026 in Review

Independent Franchise Partners increased its Zillow (Z) stake by 20% in Q1 2026, buying an estimated $119M and bringing the position to 13,197,429 shares worth $546M. The position accounts for 3.82% of the portfolio, ranked #14.

Independent Franchise Partners first reported a position in Z in Q4 2021 and has held it in 18 quarters since. The position peaked at $837M in Q3 2025. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Independent Franchise Partners held 13,197,429 shares of Zillow worth $546M as of Q1 2026.
  • Independent Franchise Partners bought 2,244,024 Zillow shares in Q1 2026, an estimated $119M.
  • Zillow made up 3.82% of Independent Franchise Partners's portfolio in Q1 2026, its #14 holding.
  • Independent Franchise Partners first reported a position in Zillow in Q4 2021 and has held it in 18 quarters since.
  • Independent Franchise Partners's Zillow position peaked at $837M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Independent Franchise Partners's 13F filing for Q1 2026, filed 14 May 2026.