Zillow Group, Inc. Class A· ZG

🇺🇸 US · MidBroad USNASDAQ

Communication Services Internet Content & Information Website

Price: $31.41
Day: +0.90%
Mkt Cap: $7.55B
52W Range: $29.03 – $79.00
Volume: 8.2K
Beta: 1.98

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 272 institutions hold; 123 added, 99 reduced
Insiders Q3 2026: no purchases, 12 sales ($1.3M)

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Zillow Group, Inc. Class A

ZG|Communication Services|Internet Content & Information

Current price: $31

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.2x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

8 sellers

vs 9.4 avg per quarter

Institutional net breadth · Q2 2026

+17

184 adding vs 167 reducing

Institutional ownership · Q2 2026

18.3%

272 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

CALEDONIA (PRIVATE) INVESTMENTS PTY LTD

11.3M

+3.0%

INDEPENDENT FRANCHISE PARTNERS LLP

3.7M

+38.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.9M

-23.1%

BLACKROCK, INC.

2.4M

+2.4%

CAPITAL WORLD INVESTORS

2.1M

-30.5%

VANGUARD CAPITAL MANAGEMENT LLC

1.4M

-34.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

139

35 buying139 unchanged36 selling

210 funds held ZG in Q2 2026, holding 18.7M shares between them, down 9.7% on the quarter.

Largest fund holders

VANGUARD MALVERN FUNDS5.7K sh

BlackRock Advantage SMID Cap Fund, Inc.5.5K sh

VARIABLE INSURANCE PRODUCTS FUND II5.0K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 14

Frink Lloyd D

$12.8M

Sale · Aug 14

BARTON RICHARD N

$12.4M

Sale · Aug 14

Frink Lloyd D

$8.5M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore ZG on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ZG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

-6

Fund Flow

10% weight

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for ZG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

12 sales totaling $1.3M (38.5K shares)

Share volume is well below the historical pace (0.2x average), insiders are holding more

8 different insiders sold this quarter

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

0.2x

Selling pace

quarter in progress, filings still arriving

0.41%

Stake sold

of active insiders' holdings

8 sellers

Seller breadth

vs 7.8 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, ZG

Top 8 highest-value insider trades from the last 8 quarters

Frink Lloyd D

Co -Exec. Chairman & President

Sell

150,000 shares at $85.00

≈6.3% of their stake at the time

Aug 14, 2025$12.75M

BARTON RICHARD N

Co-Executive Chairman

Sell

146,111 shares at $85.10

≈14.6% of their stake at the time

Aug 14, 2025$12.43M

Frink Lloyd D

Co -Exec. Chairman & President

Sell

100,000 shares at $85.00

≈12.5% of their stake at the time

Aug 14, 2025$8.50M

BARTON RICHARD N

Co-Executive Chairman

Sell

77,431 shares at $85.53

≈2.9% of their stake at the time

Aug 15, 2025$6.62M

BARTON RICHARD N

Co-Executive Chairman

Sell

50,000 shares at $85.79

≈2.0% of their stake at the time

Aug 15, 2025$4.29M

Frink Lloyd D

Co -Exec. Chairman & President

Sell

52,866 shares at $80.25

≈2.2% of their stake at the time

Jul 22, 2025$4.24M

Spaulding Dan

Chief People Officer

Sell

46,834 shares at $85.15

≈27.7% of their stake at the time

Aug 7, 2025$3.99M

Choo Jun

COO

Sell

45,710 shares at $85.21

≈28.1% of their stake at the time

Aug 7, 2025$3.89M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for ZG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

18.3% institutional ownership

Balanced activity: 184 adding vs 167 reducing

13F share count essentially flat

Momentum weakening from prior quarter

+17

Net breadth

184 adding vs 167 reducing

Balanced

1.10

Add / reduce ratio

in Q2 2026

-7

New − closed

61 initiated, 68 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+184 growing-167 shrinkingNet: +17

123

New (61)

Increased (123)

Reduced (99)

Closed (68)

Top Institutional Holders, ZG

Largest 8 institutional positions by ownership percentage as of Q2 2026

CALEDONIA (PRIVATE) INVESTMENTS PTY LTD

11.3M

$355.4M

Ownership

4.97%

+3.0%

INDEPENDENT FRANCHISE PARTNERS LLP

3.7M

$115.2M

Ownership

1.61%

+38.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.9M

$92.1M

Ownership

1.29%

-23.1%

BLACKROCK, INC.

2.4M

$74.1M

Ownership

1.04%

+2.4%

CAPITAL WORLD INVESTORS

2.1M

$65.0M

Ownership

0.91%

-30.5%

VANGUARD CAPITAL MANAGEMENT LLC

1.4M

$45.0M

Ownership

0.63%

-34.1%

D. E. SHAW & CO., INC.

1.0M

$31.5M

Ownership

0.44%

+95.3%

GEODE CAPITAL MANAGEMENT, LLC

891.8K

$28.0M

Ownership

0.39%

-13.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 210 ETFs and mutual funds reporting

35 buying36 sellingNet: -1

139

Buying (35)

Unchanged (139)

Selling (36)

In total, funds bought 596.9K shares and sold 2.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

210 ETFs and mutual funds reporting

35 buying vs 36 selling (balanced)

Top Fund Holders, ZG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

VANGUARD MALVERN FUNDS

5.7K

Weight

0.00%

Jun 30, 2026No change

BlackRock Advantage SMID Cap Fund, Inc.

5.5K

Weight

0.98%

Jun 30, 2026Increased

VARIABLE INSURANCE PRODUCTS FUND II

5.0K

Weight

0.02%

Jun 30, 2026Increased

ProFunds

4.6K

Weight

0.04%

Jun 30, 2026No change

NATIONWIDE VARIABLE INSURANCE TRUST

4.1K

Weight

0.00%

Jun 30, 2026No change

Six Circles Trust

4.1K

Weight

0.00%

Jun 30, 2026No change

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

3.8K

Weight

0.00%

Jun 30, 2026No change

SEI INSTITUTIONAL MANAGED TRUST

3.7K

Weight

0.00%

Jun 30, 2026Decreased

Zillow Group, Inc. Class A· ZG

Holdings Analysis

Insider Trading Activity

1.3Transaction History330Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings128Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History330Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings128Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights