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Oakum Bay Capital’s Zillow ZG Stock Holding History

Oakum Bay Capital’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
Q1 		$15.6M Buy
376,532
+128,095
+52% +$6.76M 8.35% 3
2025
Q4 		$17M Buy
+248,437
New +$17.5M 8.29% 4

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oakum Bay Capital's ZG Position: Q1 2026 in Review

Oakum Bay Capital increased its Zillow (ZG) stake by 52% in Q1 2026, buying an estimated $6.76M and bringing the position to 376,532 shares worth $15.6M. The position accounts for 8.35% of the portfolio, ranked #3.

Oakum Bay Capital first reported a position in ZG in Q4 2025 and has held it in 2 quarters since. The position peaked at $17M in Q4 2025. 267 funds tracked by Wall St. Rank hold ZG as of Q1 2026.

  • Oakum Bay Capital held 376,532 shares of Zillow worth $15.6M as of Q1 2026.
  • Oakum Bay Capital bought 128,095 Zillow shares in Q1 2026, an estimated $6.76M.
  • Zillow made up 8.35% of Oakum Bay Capital's portfolio in Q1 2026, its #3 holding.
  • Oakum Bay Capital first reported a position in Zillow in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's Zillow position peaked at $17M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.