Zillow (Z)

• Market cap: $17.3B
• 1 day: 2.18%
• 5 days: 0.64%
• 1 month: -4.03%
• 3 months: -2.53%
• 6 months: 12.16%
• Year to date: -2.53%
• 1 year: 52.13%
• 5 years: 136.61%
• 10 years: 173.56%
• Sector: Industrials
• Industry: Specialty Business Services

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

88% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 51

74% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $585M

16% more capital invested

Capital invested by funds: $10.8B [Q3] → $12.5B (+$1.77B) [Q4]

9% more funds holding

Funds holding: 445 [Q3] → 485 (+40) [Q4]

8% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 160

1.08% less ownership

Funds ownership: 98.88% [Q3] → 97.8% (-1.08%) [Q4]

10% less funds holding in top 10

Funds holding in top 10: 20 [Q3] → 18 (-2) [Q4]

Research analyst outlook

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

• Low target: $75 5% upside
• Avg. target: $85 19% upside
• High target: $100 40% upside

3 analyst ratings

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

Keefe, Bruyette & Woods Ryan Tomasello 45% 1-year accuracy 5 / 11 met price target	12% upside $80	Market Perform Initiated	28 Mar 2025
Wedbush Jay McCanless 65% 1-year accuracy 36 / 55 met price target	40% upside $100	Outperform Reiterated	12 Feb 2025
Morgan Stanley Brian Nowak 55% 1-year accuracy 17 / 31 met price target	5% upside $75	Equal-Weight Maintained	13 Jan 2025