Zillow (Z)

• Market cap: $19.4B
• 1 day: 0.84%
• 5 days: 0.74%
• 1 month: 14.93%
• 3 months: 19.58%
• 6 months: -4.06%
• Year to date: 10.08%
• 1 year: 63.47%
• 5 years: 15.18%
• 10 years: 190.23%
• Sector: Communication Services
• Industry: Internet Content & Information

About: Zillow Group Inc is an Internet-based real estate company that offers its customers an on-demand experience for selling, buying, renting, or financing with transparency and ease The group works with real estate agents, brokers, builders, property managers, and landlords to pair technology with top-notch service. The group has brands such as Zillow, Trulia, StreetEasy, Hotpads, Zillow Rentals, Zillow Premier Agent and others.

Employees: 6,819

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

72% more call options, than puts

Call options by funds: $643M | Put options by funds: $374M

21% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 149

15% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 73

0% more funds holding

Funds holding: 490 [Q4 2024] → 490 (+0) [Q1 2025]

2.56% less ownership

Funds ownership: 97.85% [Q4 2024] → 95.29% (-2.56%) [Q1 2025]

5% less capital invested

Capital invested by funds: $12.5B [Q4 2024] → $11.9B (-$648M) [Q1 2025]

6% less funds holding in top 10

Funds holding in top 10: 18 [Q4 2024] → 17 (-1) [Q1 2025]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $74 8% downside
• Avg. target: $84 5% upside
• High target: $100 24% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

JP Morgan Dae Lee	2% downside $79	Overweight Maintained	8 May 2025
Keefe, Bruyette & Woods Ryan Tomasello	8% downside $74	Market Perform Maintained	8 May 2025
Wedbush Jay McCanless	24% upside $100	Outperform Reiterated	5 May 2025