Visualize Group LP CSGP COSTAR GROUP INC

Ownership history in Visualize Group LP  ·  5 quarters on record

AI Ownership Summary

Visualize Group LP reported COSTAR GROUP INC (CSGP) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 12.12% in 2025 Q3. The latest visible filing shows CSGP at 5.38% 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 Visualize Group LP'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 5.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.12% in 2025 Q3

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

Time in book
Holding Window
2024 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.

How Visualize Group LP 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 50.0% -40.0% 214,388 -214,450 -50.0% 5.38% $14.4M 2026-02-14 (Est.) $44.99
2025 Q3 ADDED 428,838 +349,872 +443.1% 12.12% $36.2M 2025-11-14 $68.05
2025 Q2 REDUCED 67.7% +4.8% 78,966 -165,469 -67.7% 3.04% $9.1M 2025-08-14 $87.97
2025 Q1 ADDED 244,435 +24,044 +10.9% 10.43% $19.4M 2025-05-15 $76.05
2024 Q4 INITIATED 220,391 9.99% $15.8M 2025-02-14 $74.06

FAQ About Visualize Group LP and CSGP

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

How long has Visualize Group LP reported owning CSGP?

Visualize Group LP reported CSGP across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CSGP position in Visualize Group LP's portfolio?

The largest reported portfolio weight for CSGP was 12.12% in 2025 Q3.

What is the latest reported CSGP position on this page?

The most recent filing on this page is 2025 Q4, when Visualize Group LP reported 214,388 shares, equal to 5.38% of portfolio, with an estimated market value of $14.4M.

What does the chart on this CSGP ownership page compare?

The chart compares Visualize Group LP'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 Visualize Group LP time their CSGP position?

Based on 13F filing dates vs. subsequent CSGP price moves, Visualize Group LP correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CSGP relative to SPY over the holding period was -46.3%.

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