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Pale Fire Capital SE’s Ziff Davis ZD Stock Holding History

Pale Fire Capital SE’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139M Sell
2,660,554
-122,812
-4% -$5.56M 9.85% 3
2026
Q1 		$117M Buy
2,783,366
+1,573,414
+130% +$57.9M 10.26% 4
2025
Q4 		$42.5M Buy
1,209,952
+808,127
+201% +$28.2M 2.85% 7
2025
Q3 		$15.3M Buy
401,825
+58,940
+17% +$2.06M 1.68% 11
2025
Q2 		$10.4M Buy
342,885
+93,560
+38% +$3.01M 1.07% 14
2025
Q1 		$9.37M Buy
+249,325
New +$12M 1.11% 12

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pale Fire Capital SE's ZD Position: Q2 2026 in Review

Pale Fire Capital SE reduced its Ziff Davis (ZD) stake by 4.4% in Q2 2026, selling an estimated $5.56M and leaving 2,660,554 shares worth $139M. The position accounts for 9.85% of the portfolio, ranked #3.

Pale Fire Capital SE first reported a position in ZD in Q1 2025 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold ZD as of Q2 2026.

  • Pale Fire Capital SE held 2,660,554 shares of Ziff Davis worth $139M as of Q2 2026.
  • Pale Fire Capital SE sold 122,812 Ziff Davis shares in Q2 2026, an estimated $5.56M.
  • Ziff Davis made up 9.85% of Pale Fire Capital SE's portfolio in Q2 2026, its #3 holding.
  • Pale Fire Capital SE first reported a position in Ziff Davis in Q1 2025 and has held it in 6 quarters since.
  • 267 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2026.

Based on Pale Fire Capital SE's 13F filing for Q2 2026, filed 13 Aug 2026.