SCGE Management’s Zillow Z Stock Holding History

SCGE 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
2026 Q2	–	Sell	-1,264,900	Closed	-$52.3M	–	24
2026 Q1	$52.3M	Sell	1,264,900 -733,100	-37%	-$39M	1.59%	18
2025 Q4	$136M	Buy	1,998,000 +259,000	+15%	+$18.8M	3.1%	14
2025 Q3	$134M	Buy	+1,739,000	New	+$142M	2.62%	15
2016 Q1	–	Sell	-200,000	Closed	-$4.7M	–	23
2015 Q4	$4.7M	Sell	200,000 -50,000	-20%	-$1.32M	0.71%	22
2015 Q3	$6.75M	Buy	+250,000	New	+$6.53M	1.09%	19

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

SCGE Management's Z Position: Q2 2026 in Review

SCGE Management sold out of Zillow (Z) in Q2 2026, closing a stake of 1,264,900 shares — an estimated $52.3M sold.

SCGE Management first reported a position in Z in Q3 2015 and held it in 5 quarters. The position peaked at $136M in Q4 2025. 417 funds tracked by Wall St. Rank hold Z as of Q2 2026.

SCGE Management reported no remaining Zillow position as of Q2 2026 after selling out during the quarter.
SCGE Management sold 1,264,900 Zillow shares in Q2 2026, an estimated $52.3M.
SCGE Management first reported a position in Zillow in Q3 2015 and held it in 5 quarters.
SCGE Management's Zillow position peaked at $136M in Q4 2025.
417 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on SCGE Management's 13F filing for Q2 2026, filed 14 Aug 2026.