ThornTree Capital Partners’s CoStar Group CSGP Stock Holding History

ThornTree Capital Partners’s Portfolio CSGP Stock Details CSGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-242,032	Closed	-$16.3M	–	17
2025 Q4	$16.3M	Sell	242,032 -268,169	-53%	-$19M	2.72%	15
2025 Q3	$43M	Sell	510,201 -2,306	-0.4%	-$204K	6.59%	5
2025 Q2	$41.2M	Buy	512,507 +119,309	+30%	+$9.29M	6.86%	3
2025 Q1	$31.2M	Sell	393,198 -70,152	-15%	-$5.34M	6.88%	5
2024 Q4	$33.2M	Buy	+463,350	New	+$35M	4.31%	10

Other funds holding CSGP

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

ThornTree Capital Partners's CSGP Position: Q1 2026 in Review

ThornTree Capital Partners sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 242,032 shares — an estimated $16.3M sold.

ThornTree Capital Partners first reported a position in CSGP in Q4 2024 and held it in 5 quarters. The position peaked at $43M in Q3 2025. 792 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

ThornTree Capital Partners reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
ThornTree Capital Partners sold 242,032 CoStar Group shares in Q1 2026, an estimated $16.3M.
ThornTree Capital Partners first reported a position in CoStar Group in Q4 2024 and held it in 5 quarters.
ThornTree Capital Partners's CoStar Group position peaked at $43M in Q3 2025.
792 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on ThornTree Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.