Ziff Davis
274 hedge funds and large institutions have $1.77B invested in Ziff Davis in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 46 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
14% more capital invested
Capital invested by funds: $1.55B → $1.77B (+$212M)
9% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 46
0.63% less ownership
Funds ownership: 111.88% → 111.25% (-0.63%)
1% less funds holding
Funds holding: 276 → 274 (-2)
33% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 113
77% less call options, than puts
Call options by funds: $1.73M | Put options by funds: $7.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFCS
Pale Fire Capital SE
Prague,
Czech Republic
|
+$57.9M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$31.3M |
| 3 |
VM
Varde Management
Minneapolis,
Minnesota
|
+$19.6M |
| 4 |
MCM
Monimus Capital Management
Woodbridge,
New Jersey
|
+$8.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$6.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$48.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$30.2M |
| 3 |
CU
CDAM (UK)
London,
United Kingdom
|
-$29M |
| 4 |
IGM
Incline Global Management
New York
|
-$13.3M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$10.9M |
ZD Hedge Fund Activity: Q1 2026 in Review
274 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Ziff Davis (ZD) for Q1 2026, worth a combined $1.77B — up 14% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new ZD positions and 46 closed out — a net gain of 4 holders — while 76 added to existing stakes and 113 trimmed.
The largest buyer was Pale Fire Capital SE, adding an estimated $57.9M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $48.1M sold.
- 274 institutional investors held Ziff Davis (ZD) as of Q1 2026, down from 276 in Q4 2025.
- Funds reported $1.77B of Ziff Davis stock for Q1 2026, up 14% quarter-over-quarter.
- 50 funds opened new Ziff Davis positions in Q1 2026 and 46 closed out, a net change of +4 holders.
- The largest Ziff Davis buyer in Q1 2026 was Pale Fire Capital SE, an estimated $57.9M added.
- The largest Ziff Davis seller in Q1 2026 was ArrowMark Colorado Holdings, an estimated $48.1M sold.
Based on aggregated 13F filings for Q1 2026.