Polen Capital Management’s Zillow Z Stock Holding History

Polen Capital Management’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	-6,539	Closed	-$504K	–	290
2025 Q3	$504K	Buy	+6,539	New	+$534K	﹤0.01%	186

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Polen Capital Management's Z Position: Q4 2025 in Review

Polen Capital Management sold out of Zillow (Z) in Q4 2025, closing a stake of 6,539 shares — an estimated $504K sold.

Polen Capital Management first reported a position in Z in Q3 2025 and held it in 1 quarter. The position peaked at $504K in Q3 2025. 529 funds tracked by Wall St. Rank hold Z as of Q4 2025.

Polen Capital Management reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
Polen Capital Management sold 6,539 Zillow shares in Q4 2025, an estimated $504K.
Polen Capital Management first reported a position in Zillow in Q3 2025 and held it in 1 quarter.
Polen Capital Management's Zillow position peaked at $504K in Q3 2025.
529 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.