What smart money is saying about Rightmove plc
1 fund in our archive has pitched Rightmove plc — most recently Vltava Fund in March 2026.
Rightmove plc, together with its subsidiaries, operates property portals in the United Kingdom and internationally. It operates through Agency, New Homes, and Other segments. The Agency segment provides property resale and letting advertising services on its platforms. It also offers tenant references and rent guarantee insurance services to landlords. The New Homes segment provides property advertising services to new home developers and housing associations on its platforms. The Other segment offers overseas and commercial property advertising services; and non-property advertising services that include third party advertising and data services. It serves estate agents, lettings agents, and new homes developers. Rightmove plc was founded in 2000 and is based in Milton Keynes, the United Kingdom.
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Rightmove plc — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 2 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- New positionRoyal London AM UK Growth TrustJune 2026
“The proceeds have been used to initiate a new position in Rightmove, with the shares having been weak given concerns that AI could challenge the UK’s dominant property portal.”
Read the letterRightmove plc - AddedRoyal London AM UK Equity FundJune 2026
“We also increased our existing positions in Anglo American, Rightmove and SSE.”
Read the letterRightmove plc
Fund coverage · 1 thesis
- Vltava FundMarch 2026
Rightmove is the dominant UK property portal with strong network effects, very high margins, and capital-light free cash flow generation.
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