TwinBeech Capital’s Zillow Z Stock Holding History

TwinBeech Capital’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 Q1	$370K	Buy	8,949 +1,149	+15%	+$61.1K	0.04%	407
2025 Q4	$532K	Buy	+7,800	New	+$565K	0.04%	397
2024 Q4	–	Sell	-99,176	Closed	-$6.33M	–	974
2024 Q3	$6.33M	Sell	99,176 -72,095	-42%	-$3.87M	0.12%	201
2024 Q2	$7.95M	Sell	171,271 -57,829	-25%	-$2.54M	0.16%	169
2024 Q1	$11.2M	Buy	229,100 +222,039	+3,145%	+$12.1M	0.23%	119
2023 Q4	$409K	Buy	+7,061	New	+$311K	0.01%	559
2023 Q3	–	Sell	-291,109	Closed	-$14.6M	–	934
2023 Q2	$14.6M	Buy	+291,109	New	+$13.4M	0.29%	110
2021 Q4	–	Sell	-23,765	Closed	-$2.1M	–	855
2021 Q3	$2.1M	Sell	23,765 -32,723	-58%	-$3.31M	0.15%	209
2021 Q2	$6.9M	Buy	56,488 +52,966	+1,504%	+$6.45M	0.84%	27
2021 Q1	$457K	Buy	+3,522	New	+$523K	0.07%	312
2020 Q4	–	Sell	-43,737	Closed	-$4.44M	–	650
2020 Q3	$4.44M	Buy	43,737 +11,824	+37%	+$923K	0.96%	15
2020 Q2	$1.84M	Buy	+31,913	New	+$1.58M	0.4%	80

Other funds holding Z

CIA

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

TwinBeech Capital's Z Position: Q1 2026 in Review

TwinBeech Capital increased its Zillow (Z) stake by 15% in Q1 2026, buying an estimated $61.1K and bringing the position to 8,949 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #407.

TwinBeech Capital first reported a position in Z in Q2 2020 and has held it in 12 quarters since. The position peaked at $14.6M in Q2 2023. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

TwinBeech Capital held 8,949 shares of Zillow worth $370K as of Q1 2026.
TwinBeech Capital bought 1,149 Zillow shares in Q1 2026, an estimated $61.1K.
Zillow made up 0.04% of TwinBeech Capital's portfolio in Q1 2026, its #407 holding.
TwinBeech Capital first reported a position in Zillow in Q2 2020 and has held it in 12 quarters since.
TwinBeech Capital's Zillow position peaked at $14.6M in Q2 2023.
489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

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