What smart money is saying about Zillow
Z
No fund has written a full thesis on Zillow in our archive, but 1 fund letter reports a position in it, most recently Baillie Gifford Discovery in June 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Zillow on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- June 2026
“Some of our more mature, higher-quality businesses have been among the largest attractors. Axon, Zillow, AeroVironment have all been weak, despite what we see as robust operational execution.”
Zillow
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