Ninety One SA (PTY) Ltd Z — ZILLOW GROUP INC

Ownership history in Ninety One SA (PTY) Ltd  ·  7 quarters on record

AI Ownership Summary

Ninety One SA (PTY) Ltd reported ZILLOW GROUP INC (Z) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.8% in 2024 Q4. The latest visible filing shows Z at 0.17% 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 Z ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ninety One SA (PTY) Ltd's position in ZILLOW 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
2026 Q1

Z was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

Z stock page Ninety One SA (PTY) Ltd fund profile Ninety One SA (PTY) Ltd full holdings
How Ninety One SA (PTY) Ltd held Z — position size vs. price
% of Fund (quarterly)    Z price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 96,864 +5,377 +5.9% 0.17% $4.0M 2026-04-24 $45.41
2025 Q4 ADDED — — — 91,487 +36,890 +67.6% 0.27% $6.2M 2026-01-27 $66.62
2025 Q3 ADDED — — — 54,597 +5,609 +11.4% 0.61% $4.2M 2025-10-21 $77.33
2025 Q2 UNCHANGED — — — 48,988 — 0% 0.56% $3.4M 2025-07-18 $77.46
2025 Q1 UNCHANGED — — — 48,988 — 0% 0.62% $3.4M 2025-04-30 $67.33
2024 Q4 ADDED — — — 48,988 +4,606 +10.4% 0.80% $3.6M 2025-01-27 $81.26
2024 Q3 INITIATED — — — 44,382 — — 0.62% $2.8M 2024-11-12 $74.35

🏢 Other funds also holding Z

As of 2026 Q1 — sorted by position size

HILLMAN CO 3Y 7Y 5.6% Kessler Investment Group, LLC 3Y 7Y 2.58% Arlington Partners LLC 3Y 7Y 0.49% Mirador Capital Partners LP 3Y 7Y 0.46% Ninety One UK Ltd 3Y 7Y 0.37% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 0.3% True Vision MN LLC 0.22% IFP Advisors, Inc 3Y 7Y 0.21% Viewpoint Capital Management LLC 3Y 0.18% Accurate Wealth Management, LLC 3Y 0.17%

FAQ About Ninety One SA (PTY) Ltd and Z

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

How long has Ninety One SA (PTY) Ltd reported owning Z?

Ninety One SA (PTY) Ltd reported Z across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported Z position in Ninety One SA (PTY) Ltd's portfolio?

The largest reported portfolio weight for Z was 0.80% in 2024 Q4.

What is the latest reported Z position on this page?

The most recent filing on this page is 2026 Q1, when Ninety One SA (PTY) Ltd reported 96,864 shares, equal to 0.17% of portfolio, with an estimated market value of $4.0M.

What does the chart on this Z ownership page compare?

The chart compares Ninety One SA (PTY) Ltd's quarterly Z 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 Ninety One SA (PTY) Ltd time their Z position?

Based on 13F filing dates vs. subsequent Z price moves, Ninety One SA (PTY) Ltd correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on Z relative to SPY over the holding period was -39.6%.

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