Z
ZILLOW GROUP, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 28 Four institutional investors increased or initiated positions in Zil…
- I Jun 30 4 funds open new positions (13F)
- X Sep 30 Short interest jumps 29.8% to 16.14M
Signal stack
Where each data set points today.
- InstitutionsMIXED
Q2 2026: 43 added (4 new), 47 trimmed or exited. Largest new: Arrowstreet Capital, Limited Partnership $68.3M, Tudor Investment Et Al $34.7M.
- AnalystsBULLISH
17 of 30 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest −7.9% to 14.86M shares. 3.0 days to cover, ≈6.6% of shares.
- TrendUPTREND
2% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Qube Research & Technologies Ltd | DOUBLED | $118.6M |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | $111.8M |
| JANE STREET GROUP, LLC | ADD | $83.5M |
| D. E. Shaw & Co., Inc. | DOUBLED | $78.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | $68.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | $56.3M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | $40.9M |
| KAHN BROTHERS GROUP INC | DOUBLED | $37.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
30 analystsPrice is below the lowest target. Median implies +15%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 16, 2026 | Needham REITERATE | Hold |
| Oct 13, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Aug 11, 2026 | JP Morgan MAINTAIN | Overweight |
| Aug 7, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
| Jul 14, 2026 | Jefferies MAINTAIN | Buy |
| Jul 13, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
4 filings · 0 bullish · 1 bearish · 1 mixed · 2 neutral- BEARISH INST-CLUSTEROct 21, 2026
Institutional activity in Zillow Group (Z) during Q3 2026 was mixed: three small asset managers…
Monitor Zillow's next earnings call for commentary on housing transaction volumes and mortgage rate sensitivity. The concentrated selling by two large active managers (Ninety One UK and Robeco) may…
- NEUTRAL 144May 14, 2026
Errol G. Samuelson, an officer of Zillow Group, filed a Form 144 on May 14, 2026, indicating…
This is a routine tax-withholding sale tied to RSU vesting. The dollar amount is negligible relative to market cap. No material signal for traders — monitor for any subsequent Form 4 filings that…
- NEUTRAL DEFA14AApr 15, 2026
Zillow Group, Inc. is filing a definitive additional materials statement (DEFA14A) for its 2026…
This is a routine proxy filing with no material impact on the company's operations or financials. Traders should not expect any market-moving information from this filing. Focus should remain on the…
- MIXED INST-CLUSTERFeb 28, 2026
Four institutional investors increased or initiated positions in Zillow Group (Z) during Q4 2025…
The sharp divergence — with mega-passives like BofA and Morgan Stanley adding aggressively while Fidelity exited nearly $381M — suggests a fundamental disagreement on valuation or housing market…
All Z filing & press-release reports (4)
- INST-CLUSTER reportOct 21, 2026
- 144 reportMay 14, 2026
- DEFA14A reportApr 15, 2026
- INST-CLUSTER reportFeb 28, 2026