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L1 Capital’s Zillow Z Stock Holding History

L1 Capital’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 		$15.7M Sell
499,342
-769,986
-61% -$29.6M 0.53% 21
2026
Q1 		$52.5M Sell
1,269,328
-459,985
-27% -$24.5M 2.06% 10
2025
Q4 		$118M Buy
1,729,313
+1,722,369
+24,804% +$125M 6.15% 6
2025
Q3 		$507K Sell
6,944
-373,518
-98% -$30.5M 0.03% 19
2025
Q2 		$26.7M Buy
+380,462
New +$25.6M 1.61% 14
2022
Q2 		– Sell
-240,238
Closed -$9.57M – 16
2022
Q1 		$9.57M Sell
240,238
-298,146
-55% -$16M 1.16% 11
2021
Q4 		$34.4M Buy
+538,384
New +$38.8M 3.97% 11

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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

L1 Capital's Z Position: Q2 2026 in Review

L1 Capital reduced its Zillow (Z) stake by 61% in Q2 2026, selling an estimated $29.6M and leaving 499,342 shares worth $15.7M. The position accounts for 0.53% of the portfolio, ranked #21.

L1 Capital first reported a position in Z in Q4 2021 and has held it in 7 quarters since. The position peaked at $118M in Q4 2025. 416 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • L1 Capital held 499,342 shares of Zillow worth $15.7M as of Q2 2026.
  • L1 Capital sold 769,986 Zillow shares in Q2 2026, an estimated $29.6M.
  • Zillow made up 0.53% of L1 Capital's portfolio in Q2 2026, its #21 holding.
  • L1 Capital first reported a position in Zillow in Q4 2021 and has held it in 7 quarters since.
  • L1 Capital's Zillow position peaked at $118M in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on L1 Capital's 13F filing for Q2 2026, filed 13 Aug 2026.