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Valeo Financial Advisors’s CoStar Group CSGP Stock Holding History

Valeo Financial Advisors’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
2025
Q4 		– Sell
-2,607
Closed -$220K – 854
2025
Q3 		$220K Sell
2,607
-108
-4% -$9.54K 0.01% 727
2025
Q2 		$218K Buy
+2,715
New +$211K 0.01% 681
2024
Q2 		– Sell
-2,370
Closed -$218K – 689
2024
Q1 		$218K Sell
2,370
-51
-2% -$4.39K 0.01% 588
2023
Q4 		$212K Buy
+2,421
New +$196K 0.01% 579
2023
Q1 		– Sell
-4,218
Closed -$326K – 647
2022
Q4 		$326K Buy
+4,218
New +$330K 0.02% 370
2021
Q2 		– Sell
-40
Closed -$3K – 791
2021
Q1 		$3K Hold
40
– – ﹤0.01% 1690
2020
Q4 		$4K Hold
40
– – ﹤0.01% 1399
2020
Q3 		$3K Sell
40
-850
-96% -$67.7K ﹤0.01% 1334
2020
Q2 		$63K Buy
890
+480
+117% +$31K 0.01% 642
2020
Q1 		$25K Buy
410
+140
+52% +$9.13K ﹤0.01% 825
2019
Q4 		$16K Sell
270
-70
-21% -$4.09K ﹤0.01% 969
2019
Q3 		$20K Sell
340
-10
-3% -$599 ﹤0.01% 846
2019
Q2 		$19K Hold
350
– – ﹤0.01% 858
2019
Q1 		$16K Sell
350
-30
-8% -$1.24K ﹤0.01% 837
2018
Q4 		$13K Sell
380
-60
-14% -$2.19K ﹤0.01% 811
2018
Q3 		$16K Sell
440
-20
-4% -$855 ﹤0.01% 838
2018
Q2 		$20K Sell
460
-80
-15% -$3.08K ﹤0.01% 759
2018
Q1 		$20K Sell
540
-20
-4% -$689 ﹤0.01% 710
2017
Q4 		$17K Sell
560
-50
-8% -$1.47K ﹤0.01% 703
2017
Q3 		$16K Buy
+610
New +$16.9K ﹤0.01% 598

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Valeo Financial Advisors's CSGP Position: Q4 2025 in Review

Valeo Financial Advisors sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 2,607 shares — an estimated $220K sold.

Valeo Financial Advisors first reported a position in CSGP in Q3 2017 and held it in 20 quarters. The position peaked at $326K in Q4 2022. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

  • Valeo Financial Advisors reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,607 CoStar Group shares in Q4 2025, an estimated $220K.
  • Valeo Financial Advisors first reported a position in CoStar Group in Q3 2017 and held it in 20 quarters.
  • Valeo Financial Advisors's CoStar Group position peaked at $326K in Q4 2022.
  • 847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.