KELLY LAWRENCE W & ASSOCIATES INC/CA CSGP — CoStar Group Inc.

Ownership history in KELLY LAWRENCE W & ASSOCIATES INC/CA  ·  9 quarters on record

AI Ownership Summary

KELLY LAWRENCE W & ASSOCIATES INC/CA reported CoStar Group Inc. (CSGP) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.01% in 2024 Q1. The latest visible filing shows CSGP at 1.74% 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.

What this CSGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLY LAWRENCE W & ASSOCIATES INC/CA's position in CoStar Group Inc., 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
2025 Q4

CSGP was reported at 1.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.01% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

CSGP stock page KELLY LAWRENCE W & ASSOCIATES INC/CA fund profile KELLY LAWRENCE W & ASSOCIATES INC/CA full holdings
How KELLY LAWRENCE W & ASSOCIATES INC/CA held CSGP — position size vs. price
% of Fund (quarterly)    CSGP 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)
2025 Q4 REDUCED 10.8% -40.0% ✅ 106,284 -12,858 -10.8% 1.74% $7.1M 2026-02-17 $45.74
2025 Q3 REDUCED — — — 119,142 -2,490 -2.0% 2.44% $10.1M 2025-11-14 $68.05
2025 Q2 REDUCED — — — 121,632 -3,008 -2.4% 2.56% $9.8M 2025-08-14 $87.97
2025 Q1 REDUCED — — — 124,640 -4,900 -3.8% 2.40% $9.9M 2025-05-14 $75.69
2024 Q4 REDUCED 6.8% +10.7% ❌ 129,540 -9,400 -6.8% 2.16% $9.3M 2025-02-13 $73.56
2024 Q3 ADDED — — — 138,940 +1,424 +1.0% 2.36% $10.5M 2024-11-14 $75.04
2024 Q2 ADDED — — — 137,516 +573 +0.4% 2.32% $10.2M 2024-08-13 $73.17
2024 Q1 REDUCED — — — 136,943 -2,302 -1.7% 3.01% $13.2M 2024-05-15 $88.48
2023 Q4 INITIATED — — — 139,245 — — 2.92% $12.2M 2024-02-14 $82.32

🏢 Other funds also holding CSGP

As of 2026 Q1 — sorted by position size

Tsai Capital Corp 3Y 6.81% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 6.8% RGM Capital, LLC 3Y 7Y 6.51% ShawSpring Partners LLC 3Y 7Y 5.11% Meritage Group LP 3Y 7Y 5.07% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 3.6% POLEN CAPITAL MANAGEMENT LLC 3Y 7Y 3.51% LANDMARK INVESTMENT PARTNERS, L.P. 3.47% Spyglass Capital Management LLC 3Y 7Y 3.37% Petrus Trust Company, LTA 3Y 7Y 3.33%

FAQ About KELLY LAWRENCE W & ASSOCIATES INC/CA and CSGP

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

How long has KELLY LAWRENCE W & ASSOCIATES INC/CA reported owning CSGP?

KELLY LAWRENCE W & ASSOCIATES INC/CA reported CSGP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CSGP position in KELLY LAWRENCE W & ASSOCIATES INC/CA's portfolio?

The largest reported portfolio weight for CSGP was 3.01% in 2024 Q1.

What is the latest reported CSGP position on this page?

The most recent filing on this page is 2025 Q4, when KELLY LAWRENCE W & ASSOCIATES INC/CA reported 106,284 shares, equal to 1.74% of portfolio, with an estimated market value of $7.1M.

What does the chart on this CSGP ownership page compare?

The chart compares KELLY LAWRENCE W & ASSOCIATES INC/CA's quarterly CSGP 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 KELLY LAWRENCE W & ASSOCIATES INC/CA time their CSGP position?

Based on 13F filing dates vs. subsequent CSGP price moves, KELLY LAWRENCE W & ASSOCIATES INC/CA correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on CSGP relative to SPY over the holding period was -36.9%.

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