Caledonia (Private) Investments Pty Ltd — ZILLOW GROUP INC Z: Quarterly 13F Position History
Caledonia (Private) Investments Pty Ltd has reported ZILLOW GROUP INC (Z) on 40 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2016. As of Q1 2026, the position is sized at 25,894,393 shares ($1.07B market value, 31.17% of the equity book). Quarter-over-quarter share count change: 190,000 (-0.7%) .
- 25,894,393Shares Held (Latest Filing)
- $1.07BReported Market Value (Latest Filing)
- 31.17%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% | $1.07B | 31.17% | $41.38 |
| Q4 2025 | 26,084,393 | 481,876 | -1.8% | $1.78B | 34.11% | $68.22 |
| Q3 2025 | 26,566,269 | 2,451,371 | -8.4% | $2.05B | 33.27% | $77.05 |
| Q2 2025 | 29,017,640 | 2,016,439 | -6.5% | $2.03B | 32.32% | $70.05 |
| Q1 2025 | 31,034,079 | 4,785,130 | -13.4% | $2.13B | 34.65% | $68.56 |
| Q4 2024 | 35,819,209 | 339,132 | -0.9% | $2.65B | 35.40% | $74.05 |
| Q3 2024 | 36,158,341 | 90,164 | -0.2% | $2.31B | 33.56% | $63.85 |
| Q2 2024 | 36,248,505 | 145,551 | -0.4% | $1.68B | 30.42% | $46.39 |
| Q1 2024 | 36,394,056 | 0 | — | $1.78B | 45.30% | $48.78 |
| Q4 2023 | 36,394,056 | 0 | — | $2.11B | 44.66% | $57.86 |
| Q3 2023 | 36,394,056 | 0 | — | $1.68B | 41.55% | $46.16 |
| Q2 2023 | 36,394,056 | 0 | — | $1.83B | 40.09% | $50.26 |
| Q1 2023 | 36,394,056 | 0 | — | $1.62B | 36.22% | $44.47 |
| Q4 2022 | 36,394,056 | 0 | — | $1.17B | 31.44% | $32.21 |
| Q3 2022 | 36,394,056 | 0 | — | $1.04B | 30.81% | $28.61 |
| Q2 2022 | 36,394,056 | 0 | — | $1.16B | 30.21% | $31.75 |
| Q1 2022 | 36,394,056 | 0 | — | $1.79B | 32.96% | $49.29 |
| Q4 2021 | 36,394,056 | 0 | — | $2.32B | 36.16% | $63.85 |
| Q3 2021 | 36,394,056 | 0 | — | $3.21B | 40.27% | $88.14 |
| Q2 2021 | 36,394,056 | 0 | — | $4.45B | 45.88% | $122.22 |
| Q1 2021 | 36,394,056 | 0 | — | $4.72B | 44.21% | $129.64 |
| Q4 2020 | 36,394,056 | 0 | — | $4.72B | 45.18% | $129.80 |
| Q3 2020 | 36,394,056 | 0 | — | $3.70B | 41.98% | $101.59 |
| Q2 2020 | 36,394,056 | +380,699 | +1.1% | $2.10B | 37.82% | $57.61 |
| Q1 2020 | 36,013,357 | 0 | — | $1.30B | 28.00% | $36.02 |
| Q4 2019 | 36,013,357 | +742,186 | +2.1% | $1.65B | 29.55% | $45.94 |
| Q3 2019 | 35,271,171 | 0 | — | $1.05B | 25.58% | $29.82 |
| Q2 2019 | 35,271,171 | 0 | — | $1.64B | 28.84% | $46.39 |
| Q1 2019 | 35,271,171 | 0 | — | $1.21B | 25.49% | $34.20 |
| Q4 2018 | 35,271,171 | 0 | — | $1.11B | 24.38% | $31.58 |
| Q3 2018 | 35,271,171 | +819,753 | +2.4% | $1.56B | 24.77% | $44.25 |
| Q2 2018 | 34,451,418 | +4,130,303 | +13.6% | $2.03B | 31.24% | $59.06 |
| Q1 2018 | 30,321,115 | +1,684,867 | +5.9% | $1.63B | 29.90% | $53.80 |
| Q4 2017 | 28,636,248 | +665,737 | +2.4% | $1.17B | 29.57% | $40.92 |
| Q3 2017 | 27,970,511 | +1,229,407 | +4.6% | $1.12B | 32.91% | $40.21 |
| Q2 2017 | 26,741,104 | +781,207 | +3.0% | $1.31B | 35.86% | $48.84 |
| Q1 2017 | 25,959,897 | +567,178 | +2.2% | $874.1M | 33.91% | $33.67 |
| Q4 2016 | 25,392,719 | +55,602 | +0.2% | $926.1M | 37.88% | $36.47 |
| Q3 2016 | 25,337,117 | 1,292,055 | -4.9% | $877.9M | 38.62% | $34.65 |
| Q2 2016 | 26,629,172 | — | — | $966.1M | 41.40% | $36.28 |
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 $1.07B.
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.