Ivy Lane Capital Management’s Zillow Z Stock Holding History

Ivy Lane Capital 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 Q2	$946K	Buy	+30,000	New	+$1.15M	1.37%	12
2025 Q4	–	Sell	-52,000	Closed	-$4.01M	–	14
2025 Q3	$4.01M	Sell	52,000 -84,000	-62%	-$6.86M	4.48%	8
2025 Q2	$9.53M	Hold	136,000	–	–	5.25%	6
2025 Q1	$9.32M	Buy	136,000 +1,000	+0.7%	+$76.4K	5.62%	7
2024 Q4	$10M	Hold	135,000	–	–	5.4%	9
2024 Q3	$8.62M	Buy	135,000 +35,000	+35%	+$1.88M	4.87%	9
2024 Q2	$4.64M	Sell	100,000 -50,000	-33%	-$2.2M	2.69%	11
2024 Q1	$7.32M	Sell	150,000 -85,000	-36%	-$4.63M	4.48%	9
2023 Q4	$13.6M	Buy	235,000 +2,000	+0.9%	+$88.1K	8.65%	5
2023 Q3	$10.8M	Buy	233,000 +11,000	+5%	+$565K	8.05%	4
2023 Q2	$11.2M	Hold	222,000	–	–	8.23%	4
2023 Q1	$9.87M	Buy	222,000 +22,000	+11%	+$935K	8.33%	7
2022 Q4	$6.44M	Buy	+200,000	New	+$6.63M	5.81%	8

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ivy Lane Capital Management's Z Position: Q2 2026 in Review

Ivy Lane Capital Management opened a new position in Zillow (Z) in Q2 2026: 30,000 shares worth $946K. The stake represents 1.37% of the portfolio and ranks #12 among its holdings. This is a return to the name: Ivy Lane Capital Management previously reported a position in Z as recently as Q3 2025.

Ivy Lane Capital Management first reported a position in Z in Q4 2022 and has held it in 13 quarters since. The position peaked at $13.6M in Q4 2023. 416 funds tracked by Wall St. Rank hold Z as of Q2 2026.

Ivy Lane Capital Management held 30,000 shares of Zillow worth $946K as of Q2 2026.
Zillow was a new Ivy Lane Capital Management position in Q2 2026.
Zillow made up 1.37% of Ivy Lane Capital Management's portfolio in Q2 2026, its #12 holding.
Ivy Lane Capital Management first reported a position in Zillow in Q4 2022 and has held it in 13 quarters since.
Ivy Lane Capital Management's Zillow position peaked at $13.6M in Q4 2023.
416 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Ivy Lane Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.