Root Financial Partners
ZD icon

Root Financial Partners’s Ziff Davis ZD Stock Holding History

Root Financial Partners’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
Q3 		$2.27K Buy
+40
New +$2.19K ﹤0.01% 2587
2026
Q2 		– Sell
-52
Closed -$2.18K – 3251
2026
Q1 		$2.18K Buy
52
+39
+300% +$1.43K ﹤0.01% 2279
2025
Q4 		$457 Sell
13
-2
-13% -$70 ﹤0.01% 2220
2025
Q3 		$572 Buy
+15
New +$525 ﹤0.01% 2135

Other funds holding ZD

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's ZD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ziff Davis (ZD) in Q3 2026: 40 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #2587 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZD as recently as Q1 2026.

Root Financial Partners first reported a position in ZD in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold ZD as of Q3 2026.

  • Root Financial Partners held 40 shares of Ziff Davis worth $2.27K as of Q3 2026.
  • Ziff Davis was a new Root Financial Partners position in Q3 2026.
  • Ziff Davis made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2587 holding.
  • Root Financial Partners first reported a position in Ziff Davis in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.