LMR Partners’s Zillow Z Stock Holding History

LMR 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
2025 Q4	–	Sell	-25,829	Closed	-$1.99M	–	1762
2025 Q3	$1.99M	Buy	+25,829	New	+$2.11M	0.01%	733
2025 Q1	–	Sell	-6	Closed	-$444	–	1671
2024 Q4	$444	Buy	+6	New	+$429	﹤0.01%	1171
2024 Q2	–	Sell	-35,165	Closed	-$1.72M	–	1341
2024 Q1	$1.72M	Buy	+35,165	New	+$1.91M	0.02%	577
2021 Q4	–	Sell	-17,732	Closed	-$1.56M	–	1295
2021 Q3	$1.56M	Buy	+17,732	New	+$1.79M	0.02%	513

Other funds holding Z

CIA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LMR Partners's Z Position: Q4 2025 in Review

LMR Partners sold out of Zillow (Z) in Q4 2025, closing a stake of 25,829 shares — an estimated $1.99M sold.

LMR Partners first reported a position in Z in Q3 2021 and held it in 4 quarters. The position peaked at $1.99M in Q3 2025. 528 funds tracked by Wall St. Rank hold Z as of Q4 2025.

LMR Partners reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
LMR Partners sold 25,829 Zillow shares in Q4 2025, an estimated $1.99M.
LMR Partners first reported a position in Zillow in Q3 2021 and held it in 4 quarters.
LMR Partners's Zillow position peaked at $1.99M in Q3 2025.
528 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.