Iridian Asset Management’s Zillow Z Stock Holding History

Iridian Asset Management’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	$746K	Buy	18,040 +14,358	+390%	+$764K	0.3%	37
2025 Q4	$251K	Sell	3,682 -270	-7%	-$19.6K	0.09%	43
2025 Q3	$305K	Sell	3,952 -619	-14%	-$50.6K	0.12%	41
2025 Q2	$320K	Sell	4,571 -1,245	-21%	-$83.9K	0.11%	40
2025 Q1	$399K	Sell	5,816 -350	-6%	-$26.7K	0.13%	40
2024 Q4	$457K	Sell	6,166 -120	-2%	-$8.58K	0.12%	44
2024 Q3	$401K	Sell	6,286 -22,353	-78%	-$1.2M	0.09%	46
2024 Q2	$1.33M	Sell	28,639 -5,781	-17%	-$254K	0.3%	40
2024 Q1	$1.68M	Buy	34,420 +8,073	+31%	+$440K	0.33%	42
2023 Q4	$1.52M	Sell	26,347 -36,739	-58%	-$1.62M	0.28%	44
2023 Q3	$2.91M	Sell	63,086 -112,728	-64%	-$5.79M	0.59%	38
2023 Q2	$8.84M	Sell	175,814 -22,385	-11%	-$1.03M	0.82%	33
2023 Q1	$8.81M	Sell	198,199 -95,968	-33%	-$4.08M	0.72%	33
2022 Q4	$9.47M	Buy	294,167 +179,388	+156%	+$5.94M	0.91%	33
2022 Q3	$3.28M	Buy	+114,779	New	+$3.99M	0.33%	40

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Iridian Asset Management's Z Position: Q1 2026 in Review

Iridian Asset Management increased its Zillow (Z) stake by 390% in Q1 2026, buying an estimated $764K and bringing the position to 18,040 shares worth $746K. The position accounts for 0.3% of the portfolio, ranked #37.

Iridian Asset Management first reported a position in Z in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.47M in Q4 2022. 490 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Iridian Asset Management held 18,040 shares of Zillow worth $746K as of Q1 2026.
Iridian Asset Management bought 14,358 Zillow shares in Q1 2026, an estimated $764K.
Zillow made up 0.3% of Iridian Asset Management's portfolio in Q1 2026, its #37 holding.
Iridian Asset Management first reported a position in Zillow in Q3 2022 and has held it in 15 quarters since.
Iridian Asset Management's Zillow position peaked at $9.47M in Q4 2022.
490 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Iridian Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.