Caledonia (Private) Investments Pty Ltd: ZILLOW GROUP INC (Z): Quarterly 13F Position History
As of Q1 2026, Caledonia (Private) Investments Pty Ltd reported 25,894,393 shares of ZILLOW GROUP INC (Z), worth $1.1B and representing 31.2% of its 13F equity book. Quarter-over-quarter share count change: 190,000 (-0.7%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 25,894,393Shares Held (Latest Filing)
- $1.1BReported Market Value (Latest Filing)
- 31.2%Portfolio Weight (% of 13F Equity Book)
- 190,000Quarter-over-Quarter Share Change
- -$708.0MQuarter-over-Quarter Value Change
- 36,394,056Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 25,894,393 | 190,000 | -0.7% | $1.1B | 31.2% | $41.4 |
| Q4 2025 | 26,084,393 | 481,876 | -1.8% | $1.8B | 34.1% | $68.2 |
| Q3 2025 | 26,566,269 | 2,451,371 | -8.4% | $2.0B | 33.3% | $77.0 |
| Q2 2025 | 29,017,640 | 2,016,439 | -6.5% | $2.0B | 32.3% | $70.0 |
| Q1 2025 | 31,034,079 | 4,785,130 | -13.4% | $2.1B | 34.6% | $68.6 |
| Q4 2024 | 35,819,209 | 339,132 | -0.9% | $2.7B | 35.4% | $74.0 |
| Q3 2024 | 36,158,341 | 90,164 | -0.2% | $2.3B | 33.6% | $63.9 |
| Q2 2024 | 36,248,505 | 145,551 | -0.4% | $1.7B | 30.4% | $46.4 |
| Q1 2024 | 36,394,056 | 0 | — | $1.8B | 45.3% | $48.8 |
| Q4 2023 | 36,394,056 | 0 | — | $2.1B | 44.7% | $57.9 |
| Q3 2023 | 36,394,056 | 0 | — | $1.7B | 41.5% | $46.2 |
| Q2 2023 | 36,394,056 | 0 | — | $1.8B | 40.1% | $50.3 |
| Q1 2023 | 36,394,056 | 0 | — | $1.6B | 36.2% | $44.5 |
| Q4 2022 | 36,394,056 | 0 | — | $1.2B | 31.4% | $32.2 |
| Q3 2022 | 36,394,056 | 0 | — | $1.0B | 30.8% | $28.6 |
| Q2 2022 | 36,394,056 | 0 | — | $1.2B | 30.2% | $31.8 |
| Q1 2022 | 36,394,056 | 0 | — | $1.8B | 33.0% | $49.3 |
| Q4 2021 | 36,394,056 | 0 | — | $2.3B | 36.2% | $63.9 |
| Q3 2021 | 36,394,056 | 0 | — | $3.2B | 40.3% | $88.1 |
| Q2 2021 | 36,394,056 | 0 | — | $4.4B | 45.9% | $122.2 |
| Q1 2021 | 36,394,056 | 0 | — | $4.7B | 44.2% | $129.6 |
| Q4 2020 | 36,394,056 | 0 | — | $4.7B | 45.2% | $129.8 |
| Q3 2020 | 36,394,056 | 0 | — | $3.7B | 42.0% | $101.6 |
| Q2 2020 | 36,394,056 | +380,699 | +1.1% | $2.1B | 37.8% | $57.6 |
| Q1 2020 | 36,013,357 | 0 | — | $1.3B | 28.0% | $36.0 |
| Q4 2019 | 36,013,357 | +742,186 | +2.1% | $1.7B | 29.6% | $45.9 |
| Q3 2019 | 35,271,171 | 0 | — | $1.1B | 25.6% | $29.8 |
| Q2 2019 | 35,271,171 | 0 | — | $1.6B | 28.8% | $46.4 |
| Q1 2019 | 35,271,171 | 0 | — | $1.2B | 25.5% | $34.2 |
| Q4 2018 | 35,271,171 | 0 | — | $1.1B | 24.4% | $31.6 |
| Q3 2018 | 35,271,171 | +819,753 | +2.4% | $1.6B | 24.8% | $44.3 |
| Q2 2018 | 34,451,418 | +4,130,303 | +13.6% | $2.0B | 31.2% | $59.1 |
| Q1 2018 | 30,321,115 | +1,684,867 | +5.9% | $1.6B | 29.9% | $53.8 |
| Q4 2017 | 28,636,248 | +665,737 | +2.4% | $1.2B | 29.6% | $40.9 |
| Q3 2017 | 27,970,511 | +1,229,407 | +4.6% | $1.1B | 32.9% | $40.2 |
| Q2 2017 | 26,741,104 | +781,207 | +3.0% | $1.3B | 35.9% | $48.8 |
| Q1 2017 | 25,959,897 | +567,178 | +2.2% | $874.1M | 33.9% | $33.7 |
| Q4 2016 | 25,392,719 | +55,602 | +0.2% | $926.1M | 37.9% | $36.5 |
| Q3 2016 | 25,337,117 | 1,292,055 | -4.9% | $877.9M | 38.6% | $34.6 |
| Q2 2016 | 26,629,172 | — | — | $966.1M | 41.4% | $36.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Caledonia (Private) Investments Pty Ltd first disclose a Z position in 13F-HR filings?
Caledonia (Private) Investments Pty Ltd first reported ZILLOW GROUP INC (Z) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Caledonia (Private) Investments Pty Ltd's most recent quarter-over-quarter share-count change in Z?
Between Q4 2025 and Q1 2026, Caledonia (Private) Investments Pty Ltd reduced its Z position by 190,000 shares (-0.7%), leaving 25,894,393 shares at a market value of $1.1B.
Does the implied price-per-share represent Caledonia (Private) Investments Pty Ltd's cost basis in Z?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.