Selkirk Management’s Zillow ZG Stock Holding History

Selkirk Management’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.1M	Hold	365,800	–	–	5.15%	6
2025 Q4	$25M	Hold	365,800	–	–	6.6%	5
2025 Q3	$27.2M	Hold	365,800	–	–	7.46%	4
2025 Q2	$25.1M	Hold	365,800	–	–	7.41%	4
2025 Q1	$24.5M	Hold	365,800	–	–	9.39%	4
2024 Q4	$25.9M	Buy	365,800 +45,000	+14%	+$3.1M	9.31%	4
2024 Q3	$19.9M	Hold	320,800	–	–	8.12%	4
2024 Q2	$14.4M	Buy	320,800 +87,300	+37%	+$3.77M	6.77%	5
2024 Q1	$11.2M	Hold	233,500	–	–	5.74%	6
2023 Q4	$13.2M	Buy	233,500 +48,000	+26%	+$2.06M	8.96%	5
2023 Q3	$8.31M	Hold	185,500	–	–	6.18%	7
2023 Q2	$9.13M	Buy	185,500 +55,500	+43%	+$2.5M	7.11%	5
2023 Q1	$5.68M	Hold	130,000	–	–	6.7%	5
2022 Q4	$4.06M	Hold	130,000	–	–	5.51%	6
2022 Q3	$3.72M	Hold	130,000	–	–	4.43%	7
2022 Q2	$4.13M	Hold	130,000	–	–	4.86%	7
2022 Q1	$6.27M	Hold	130,000	–	–	3.96%	10
2021 Q4	$8.09M	Hold	130,000	–	–	4.33%	10
2021 Q3	$11.5M	Hold	130,000	–	–	4.69%	8
2021 Q2	$15.9M	Hold	130,000	–	–	5.79%	5
2021 Q1	$17.1M	Hold	130,000	–	–	5.08%	6
2020 Q4	$17.7M	Hold	130,000	–	–	5.73%	5
2020 Q3	$13.2M	Hold	130,000	–	–	4.19%	8
2020 Q2	$7.47M	Hold	130,000	–	–	3.21%	15
2020 Q1	$4.42M	Hold	130,000	–	–	2.49%	18
2019 Q4	$5.95M	Hold	130,000	–	–	2.98%	16
2019 Q3	$3.84M	Hold	130,000	–	–	2.17%	18
2019 Q2	$5.95M	Hold	130,000	–	–	3.2%	16
2019 Q1	$4.45M	Hold	130,000	–	–	2.52%	17
2018 Q4	$4.09M	Hold	130,000	–	–	2.77%	15
2018 Q3	$5.75M	Hold	130,000	–	–	2.93%	17
2018 Q2	$7.77M	Hold	130,000	–	–	4%	11
2018 Q1	$7.02M	Hold	130,000	–	–	3.6%	13
2017 Q4	$5.3M	Hold	130,000	–	–	2.83%	15
2017 Q3	$5.22M	Hold	130,000	–	–	2.85%	14
2017 Q2	$6.35M	Hold	130,000	–	–	3.6%	13
2017 Q1	$4.39M	Buy	130,000 +24,500	+23%	+$873K	2.49%	15
2016 Q4	$3.85M	Buy	105,500 +36,300	+52%	+$1.27M	2.44%	15
2016 Q3	$2.38M	Buy	69,200 +12,400	+22%	+$444K	1.46%	17
2016 Q2	$2.08M	Hold	56,800	–	–	1.26%	18
2016 Q1	$1.45M	Hold	56,800	–	–	0.91%	18
2015 Q4	$1.48M	Sell	56,800 -5,000	-8%	-$143K	0.87%	19
2015 Q3	$1.78M	Sell	61,800 -196,200	-76%	-$5.25M	1.1%	21
2015 Q2	$7.46M	Hold	258,000	–	–	4.09%	11
2015 Q1	$8.63M	Buy	258,000 +171,000	+197%	+$6.04M	4.79%	10
2014 Q4	$3.07M	Buy	+87,000	New	+$3.19M	1.83%	17

Other funds holding ZG

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Selkirk Management's ZG Position: Q1 2026 in Review

Selkirk Management held its Zillow (ZG) position steady in Q1 2026 at 365,800 shares worth $15.1M. The position accounts for 5.15% of the portfolio, ranked #6.

Selkirk Management first reported a position in ZG in Q4 2014 and has held it in 46 quarters since. The position peaked at $27.2M in Q3 2025. 265 funds tracked by Wall St. Rank hold ZG as of Q1 2026.

Selkirk Management held 365,800 shares of Zillow worth $15.1M as of Q1 2026.
Selkirk Management left its Zillow share count unchanged in Q1 2026.
Zillow made up 5.15% of Selkirk Management's portfolio in Q1 2026, its #6 holding.
Selkirk Management first reported a position in Zillow in Q4 2014 and has held it in 46 quarters since.
Selkirk Management's Zillow position peaked at $27.2M in Q3 2025.
265 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Selkirk Management's 13F filing for Q1 2026, filed 14 May 2026.