TwinBeech Capital’s Zillow ZG Stock Holding History

TwinBeech Capital’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
2025 Q4	–	Sell	-12,757	Closed	-$950K	–	878
2025 Q3	$950K	Buy	+12,757	New	+$1M	0.04%	321
2025 Q1	–	Sell	-105,909	Closed	-$7.5M	–	1007
2024 Q4	$7.5M	Buy	105,909 +38,197	+56%	+$2.63M	0.13%	180
2024 Q3	$4.19M	Buy	+67,712	New	+$3.52M	0.08%	285
2024 Q2	–	Sell	-39,988	Closed	-$1.91M	–	820
2024 Q1	$1.91M	Buy	+39,988	New	+$2.11M	0.04%	346
2023 Q1	–	Sell	-59,388	Closed	-$1.85M	–	934
2022 Q4	$1.85M	Sell	59,388 -39,193	-40%	-$1.28M	0.04%	445
2022 Q3	$2.82M	Buy	+98,581	New	+$3.44M	0.07%	288
2021 Q4	–	Sell	-2,477	Closed	-$219K	–	856
2021 Q3	$219K	Buy	+2,477	New	+$253K	0.02%	530
2020 Q4	–	Sell	-5,127	Closed	-$521K	–	651
2020 Q3	$521K	Buy	+5,127	New	+$399K	0.11%	254

Other funds holding ZG

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TwinBeech Capital's ZG Position: Q4 2025 in Review

TwinBeech Capital sold out of Zillow (ZG) in Q4 2025, closing a stake of 12,757 shares — an estimated $950K sold.

TwinBeech Capital first reported a position in ZG in Q3 2020 and held it in 8 quarters. The position peaked at $7.5M in Q4 2024. 299 funds tracked by Wall St. Rank hold ZG as of Q4 2025.

TwinBeech Capital reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 12,757 Zillow shares in Q4 2025, an estimated $950K.
TwinBeech Capital first reported a position in Zillow in Q3 2020 and held it in 8 quarters.
TwinBeech Capital's Zillow position peaked at $7.5M in Q4 2024.
299 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.