
What smart money is saying about Ziff Davis
1 fund in our archive has pitched Ziff Davis, most recently Miller Value in December 2024.
Ziff Davis, Inc., together with its subsidiaries, provides internet information and services in the United States, Canada, Ireland, and internationally. It operates in two segments, Digital Media, and Cybersecurity and Martech. The Digital Media segment operates a portfolio of web properties and apps, which include IGN, RetailMeNot, Mashable, PCMag, Humble Bundle, Speedtest, Offers, Black Friday, MedPageToday, Everyday Health, BabyCenter, and What to Expect, among others in the technology, shopping, entertainment, and health and wellness markets. The Cybersecurity and Martech segment offers cloud-based subscription services to consumers and businesses, including cybersecurity, privacy, and marketing technology. The company was formerly known as j2 Global, Inc. and changed its name to Ziff Davis, Inc. in October 2021. Ziff Davis, Inc. was incorporated in 2014 and is headquartered in New York, New York.
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Position history
Between Q4 2024 and Q1 2026, 1 fund letter reported a position in Ziff Davis, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- March 2026
“• We also generated gains in shorter-duration positions, including Ziff Davis (ZD) (driven by a business divestiture) and Kodak (KODK) (supported by improving profitability and balance sheet strength).”
Ziff Davis
Fund coverage · 1 thesis
- Miller ValueDecember 2024
Ziff Davis trades at crisis-level valuation multiples despite strong profitability, disciplined capital allocation, and high-margin recurring revenues—making it a compelling value play with upside from M&A and buybacks.
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