John Overdeck’s Zillow ZG Stock Holding History

John Overdeck’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,800	Closed	-$364K	–	5498
2026 Q1	$364K	Buy	+8,800	New	+$465K	﹤0.01%	3942
2022 Q1	–	Sell	-32,900	Closed	-$2.05M	–	4539
2021 Q4	$2.05M	Buy	32,900 +3,800	+13%	+$273K	﹤0.01%	1902
2021 Q3	$2.58M	Buy	29,100 +23,100	+385%	+$2.36M	0.01%	1744
2021 Q2	$735K	Buy	6,000 +2,600	+76%	+$321K	﹤0.01%	2761
2021 Q1	$447K	Sell	3,400 -4,900	-59%	-$756K	﹤0.01%	3034
2020 Q4	$1.13M	Sell	8,300 -500	-6%	-$56.4K	﹤0.01%	1898
2020 Q3	$894K	Buy	8,800 +1,800	+26%	+$140K	﹤0.01%	1836
2020 Q2	$402K	Sell	7,000 -600	-8%	-$29.6K	﹤0.01%	2166
2020 Q1	$258K	Buy	7,600 +2,800	+58%	+$128K	﹤0.01%	2443
2019 Q4	$220K	Sell	4,800 -27,900	-85%	-$1.03M	﹤0.01%	3373
2019 Q3	$966K	Buy	+32,700	New	+$1.3M	﹤0.01%	2023
2016 Q4	–	Sell	-8,000	Closed	-$276K	–	3583
2016 Q3	$276K	Buy	+8,000	New	+$287K	﹤0.01%	2800
2016 Q1	–	Sell	-25,000	Closed	-$651K	–	3180
2015 Q4	$651K	Buy	25,000 +18,000	+257%	+$513K	﹤0.01%	1802
2015 Q3	$201K	Sell	7,000 -14,000	-67%	-$374K	﹤0.01%	1988
2015 Q2	$607K	Buy	21,000 +15,000	+250%	+$468K	﹤0.01%	1990
2015 Q1	$201K	Buy	+6,000	New	+$212K	﹤0.01%	2492

Other funds holding ZG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's ZG Position: Q2 2026 in Review

John Overdeck increased its Zillow (ZG) stake by 634% in Q2 2026, buying an estimated $6.4M and bringing the position to 191,734 shares worth $6.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

John Overdeck first reported a position in ZG in Q2 2013 and has held it in 40 quarters since. The position peaked at $52.6M in Q1 2021. 259 funds tracked by Wall St. Rank hold ZG as of Q2 2026.

John Overdeck held 191,734 shares of Zillow worth $6.01M as of Q2 2026.
John Overdeck bought 165,605 Zillow shares in Q2 2026, an estimated $6.4M.
Zillow made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1963 holding.
John Overdeck first reported a position in Zillow in Q2 2013 and has held it in 40 quarters since.
John Overdeck's Zillow position peaked at $52.6M in Q1 2021.
259 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.