Tiger Global Management LLC Increases Position in Zillow Group, Inc. $Z

Posted by Stanley Muller on Jul 26th, 2026

Tiger Global Management LLC lifted its stake in Zillow Group, Inc. (NASDAQ:Z – Free Report) by 21.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,368,957 shares of the financial services provider’s stock after purchasing an additional 1,312,000 shares during the period. Zillow Group makes up 1.3% of Tiger Global Management LLC’s investment portfolio, making the stock its 19th largest holding. Tiger Global Management LLC’s holdings in Zillow Group were worth $304,927,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. V Square Quantitative Management LLC acquired a new position in Zillow Group during the fourth quarter worth about $28,000. Flagship Harbor Advisors LLC acquired a new stake in shares of Zillow Group during the 4th quarter valued at approximately $43,000. Leonteq Securities AG lifted its position in shares of Zillow Group by 627.0% during the 1st quarter. Leonteq Securities AG now owns 1,345 shares of the financial services provider’s stock valued at $56,000 after acquiring an additional 1,160 shares during the period. IFC & Insurance Marketing Inc. purchased a new stake in shares of Zillow Group during the 4th quarter worth approximately $68,000. Finally, SBI Okasan Asset Management Co.Ltd. purchased a new stake in shares of Zillow Group during the 4th quarter worth approximately $71,000. Hedge funds and other institutional investors own 71.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Jefferies Financial Group lowered their price target on Zillow Group from $75.00 to $60.00 and set a “buy” rating on the stock in a report on Tuesday, July 14th. JPMorgan Chase & Co. reduced their price objective on Zillow Group from $84.00 to $76.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. Royal Bank Of Canada decreased their target price on Zillow Group from $95.00 to $70.00 and set an “outperform” rating on the stock in a research report on Wednesday, June 10th. Weiss Ratings lowered Zillow Group from a “sell (d+)” rating to a “sell (d)” rating in a report on Friday, May 22nd. Finally, Deutsche Bank Aktiengesellschaft dropped their price target on Zillow Group from $80.00 to $68.00 and set a “buy” rating for the company in a research report on Friday, May 8th. Three equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Zillow Group presently has an average rating of “Moderate Buy” and an average target price of $72.38.

Get Our Latest Stock Report on Z

Insider Buying and Selling

In other news, insider Dan Spaulding sold 3,078 shares of the company’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $37.40, for a total value of $115,117.20. Following the sale, the insider directly owned 49,696 shares in the company, valued at $1,858,630.40. This represents a 5.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Jeremy Wacksman sold 9,072 shares of the stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $36.54, for a total value of $331,490.88. Following the sale, the chief executive officer directly owned 153,699 shares in the company, valued at approximately $5,616,161.46. The trade was a 5.57% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 42,910 shares of company stock valued at $1,605,732. Company insiders own 25.03% of the company’s stock.

Zillow Group Price Performance

Shares of Zillow Group stock opened at $30.76 on Friday. Zillow Group, Inc. has a 1 year low of $29.23 and a 1 year high of $93.88. The business has a 50 day moving average price of $33.44 and a 200 day moving average price of $43.91. The company has a market capitalization of $7.04 billion, a P/E ratio of 123.04, a P/E/G ratio of 1.32 and a beta of 1.98.

Zillow Group (NASDAQ:Z – Get Free Report) last announced its earnings results on Wednesday, May 6th. The financial services provider reported $0.53 EPS for the quarter, beating analysts’ consensus estimates of $0.43 by $0.10. The firm had revenue of $708.00 million for the quarter, compared to analysts’ expectations of $705.10 million. Zillow Group had a return on equity of 1.41% and a net margin of 2.27%. As a group, research analysts expect that Zillow Group, Inc. will post 0.9 EPS for the current fiscal year.

Key Stories Impacting Zillow Group

Here are the key news stories impacting Zillow Group this week:

Negative Sentiment: Zillow faces renewed legal overhang after Bleichmar Fonti & Auld said a class action was filed over alleged securities fraud linked to its anticompetitive agreement, adding pressure from potential regulatory and litigation risks. Article: Zillow Sued for Fraud Over Misrepresentations about its Anticompetitive Agreement
Negative Sentiment: Several law firms, including ClaimsFiler, Kahn Swick & Foti, Rosen, Faruqi & Faruqi, and Pomerantz, issued investor alerts urging shareholders who bought Zillow shares during the class period to seek counsel or pursue lead-plaintiff status, keeping the litigation story in focus. Article: Zillow Shareholder Alert: ClaimsFiler Reminds Investors…
Neutral Sentiment: Short-interest data showed no meaningful change, so it does not appear to be a driver of the stock move.
Neutral Sentiment: Zillow’s rent report noted U.S. asking rents rose 2.2% year over year in June, while concessions remained elevated; this is informative for the housing backdrop but not a direct catalyst for the shares. Article: Rent is ticking up, but so are the deals

Zillow Group Company Profile

(Free Report)

Zillow Group, Inc is an online real estate marketplace company that operates a portfolio of consumer-facing websites and mobile apps designed to connect buyers, sellers, renters, homeowners and real estate professionals. The company’s platforms aggregate property listings, rental listings, and related information to help users search for homes, estimate property values and connect with agents and service providers. Zillow generates revenue primarily through advertising and lead-generation services for real estate professionals, property managers and mortgage lenders.

Key products and services include the Zillow and Trulia consumer websites and apps, which provide searchable listings, photos, neighborhood data and the company’s automated home valuation tool known as the “Zestimate.” Zillow also offers a rentals marketplace, a mortgage marketplace and tools for home buying and selling such as Zillow Premier Agent for agent advertising and leads, as well as ancillary services designed to support transactions, including closing and title-related offerings.