DISCIPLINED GROWTH INVESTORS INC /MN ZIP — ZIPRECRUITER INC CL A

Ownership history in DISCIPLINED GROWTH INVESTORS INC /MN  ·  10 quarters on record

AI Ownership Summary

DISCIPLINED GROWTH INVESTORS INC /MN reported ZIPRECRUITER INC CL A (ZIP) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.48% in 2025 Q4. The latest visible filing shows ZIP at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DISCIPLINED GROWTH INVESTORS INC /MN's position in ZIPRECRUITER INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ZIP was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZIP stock page DISCIPLINED GROWTH INVESTORS INC /MN fund profile DISCIPLINED GROWTH INVESTORS INC /MN full holdings
How DISCIPLINED GROWTH INVESTORS INC /MN held ZIP — position size vs. price
% of Fund (quarterly)    ZIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,091,619 -124,982 -3.0% 0.26% $15.3M 2026-08-14 $4.70
2026 Q1 REDUCED 33.8% +110.3% ❌ 4,216,601 -2,154,538 -33.8% 0.16% $7.8M 2026-05-15 $3.51
2025 Q4 ADDED — — — 6,371,139 +2,218,065 +53.4% 0.48% $24.8M 2026-02-17 $1.79
2025 Q3 REDUCED 7.9% -6.6% ✅ 4,153,074 -355,257 -7.9% 0.32% $17.5M 2025-11-14 $4.22
2025 Q2 ADDED — — — 4,508,331 +2,886,725 +178.0% 0.43% $22.6M 2025-08-14 $4.41
2025 Q1 ADDED — — — 1,621,606 +611,522 +60.5% 0.20% $9.6M 2025-05-15 $5.31
2024 Q4 REDUCED 33.0% -18.6% ✅ 1,010,084 -496,594 -33.0% 0.14% $7.3M 2025-02-14 $7.65
2024 Q3 ADDED — — — 1,506,678 +516,676 +52.2% 0.27% $14.3M 2024-11-15 $9.11
2024 Q2 ADDED — — — 990,002 +1,196 +0.1% 0.17% $9.0M 2024-08-15 $8.28
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ZIP

As of 2026 Q3 — sorted by position size

Marquette Asset Management, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About DISCIPLINED GROWTH INVESTORS INC /MN and ZIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has DISCIPLINED GROWTH INVESTORS INC /MN reported owning ZIP?

DISCIPLINED GROWTH INVESTORS INC /MN reported ZIP across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported ZIP position in DISCIPLINED GROWTH INVESTORS INC /MN's portfolio?

The largest reported portfolio weight for ZIP was 0.48% in 2025 Q4.

What is the latest reported ZIP position on this page?

The most recent filing on this page is 2026 Q2, when DISCIPLINED GROWTH INVESTORS INC /MN reported 4,091,619 shares, equal to 0.26% of portfolio, with an estimated market value of $15.3M.

What does the chart on this ZIP ownership page compare?

The chart compares DISCIPLINED GROWTH INVESTORS INC /MN's quarterly ZIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DISCIPLINED GROWTH INVESTORS INC /MN time their ZIP position?

Based on 13F filing dates vs. subsequent ZIP price moves, DISCIPLINED GROWTH INVESTORS INC /MN correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on ZIP relative to SPY over the holding period was -40.5%.

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