PCM
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Polymer Capital Management’s Zillow Z Stock Holding History

Polymer 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
-10,861
Closed -$837K – 1027
2025
Q3 		$837K Buy
+10,861
New +$888K 0.09% 249
2025
Q2 		– Sell
-8,628
Closed -$592K – 799
2025
Q1 		$592K Buy
8,628
+5,666
+191% +$433K 0.15% 133
2024
Q4 		$219K Buy
+2,962
New +$212K 0.06% 279

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Polymer Capital Management sold out of Zillow (Z) in Q4 2025, closing a stake of 10,861 shares — an estimated $837K sold.

Polymer Capital Management first reported a position in Z in Q4 2024 and held it in 3 quarters. The position peaked at $837K in Q3 2025. 528 funds tracked by Wall St. Rank hold Z as of Q4 2025.

  • Polymer Capital Management reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management sold 10,861 Zillow shares in Q4 2025, an estimated $837K.
  • Polymer Capital Management first reported a position in Zillow in Q4 2024 and held it in 3 quarters.
  • Polymer Capital Management's Zillow position peaked at $837K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on Polymer Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.