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Waverly Advisors’s CoStar Group CSGP Stock Holding History

Waverly 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
2026
Q2 		$324K Buy
+11,445
New +$394K ﹤0.01% 1375
2026
Q1 		– Sell
-8,948
Closed -$602K – 1632
2025
Q4 		$602K Buy
+8,948
New +$634K ﹤0.01% 936

Other funds holding CSGP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Waverly Advisors's CSGP Position: Q2 2026 in Review

Waverly Advisors opened a new position in CoStar Group (CSGP) in Q2 2026: 11,445 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in CSGP as recently as Q4 2025.

Waverly Advisors first reported a position in CSGP in Q4 2025 and has held it in 2 quarters since. The position peaked at $602K in Q4 2025. 760 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Waverly Advisors held 11,445 shares of CoStar Group worth $324K as of Q2 2026.
  • CoStar Group was a new Waverly Advisors position in Q2 2026.
  • CoStar Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1375 holding.
  • Waverly Advisors first reported a position in CoStar Group in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's CoStar Group position peaked at $602K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.