Varde Management’s Ziff Davis ZD Stock Holding History

Varde Management’s Portfolio ZD Stock Details ZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.7M	Buy	624,028 +90,000	+17%	+$4.07M	47.76%	1
2026 Q1	$22.4M	Buy	+534,028	New	+$19.6M	45.44%	1

Other funds holding ZD

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

Jupiter Topco New York $245B AUM

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Varde Management's ZD Position: Q2 2026 in Review

Varde Management increased its Ziff Davis (ZD) stake by 17% in Q2 2026, buying an estimated $4.07M and bringing the position to 624,028 shares worth $32.7M. The position accounts for 47.76% of the portfolio, ranked #1.

Varde Management first reported a position in ZD in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold ZD as of Q2 2026.

Varde Management held 624,028 shares of Ziff Davis worth $32.7M as of Q2 2026.
Varde Management bought 90,000 Ziff Davis shares in Q2 2026, an estimated $4.07M.
Ziff Davis made up 47.76% of Varde Management's portfolio in Q2 2026, its #1 holding.
Varde Management first reported a position in Ziff Davis in Q1 2026 and has held it in 2 quarters since.
267 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2026.

Based on Varde Management's 13F filing for Q2 2026, filed 14 Aug 2026.