Caledonia (Private) Investments Pty Ltd: ZILLOW GROUP INC (ZG): Quarterly 13F Position History
As of Q1 2026, Caledonia (Private) Investments Pty Ltd reported 11,370,543 shares of ZILLOW GROUP INC (ZG), worth $470.6M and representing 13.7% of its 13F equity book. Quarter-over-quarter share count change: 16,322 (-0.1%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 11,370,543Shares Held (Latest Filing)
- $470.6MReported Market Value (Latest Filing)
- 13.7%Portfolio Weight (% of 13F Equity Book)
- 16,322Quarter-over-Quarter Share Change
- -$306.3MQuarter-over-Quarter Value Change
- 15,797,294Peak 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 | 11,370,543 | 16,322 | -0.1% | $470.6M | 13.7% | $41.4 |
| Q4 2025 | 11,386,865 | 216,413 | -1.9% | $776.9M | 14.9% | $68.2 |
| Q3 2025 | 11,603,278 | 742,947 | -6.0% | $863.7M | 14.0% | $74.4 |
| Q2 2025 | 12,346,225 | 575,410 | -4.5% | $845.6M | 13.4% | $68.5 |
| Q1 2025 | 12,921,635 | 1,364,469 | -9.6% | $863.9M | 14.1% | $66.9 |
| Q4 2024 | 14,286,104 | 396,500 | -2.7% | $1.0B | 13.5% | $70.8 |
| Q3 2024 | 14,682,604 | 790,091 | -5.1% | $909.3M | 13.2% | $61.9 |
| Q2 2024 | 15,472,695 | 324,599 | -2.1% | $696.9M | 12.6% | $45.0 |
| Q1 2024 | 15,797,294 | 0 | — | $756.1M | 19.3% | $47.9 |
| Q4 2023 | 15,797,294 | 0 | — | $896.0M | 19.0% | $56.7 |
| Q3 2023 | 15,797,294 | 0 | — | $707.6M | 17.5% | $44.8 |
| Q2 2023 | 15,797,294 | 0 | — | $777.2M | 17.0% | $49.2 |
| Q1 2023 | 15,797,294 | 0 | — | $690.3M | 15.5% | $43.7 |
| Q4 2022 | 15,797,294 | 0 | — | $493.0M | 13.2% | $31.2 |
| Q3 2022 | 15,797,294 | 0 | — | $452.3M | 13.4% | $28.6 |
| Q2 2022 | 15,797,294 | 0 | — | $502.5M | 13.1% | $31.8 |
| Q1 2022 | 15,797,294 | 0 | — | $761.9M | 14.0% | $48.2 |
| Q4 2021 | 15,797,294 | 0 | — | $982.9M | 15.3% | $62.2 |
| Q3 2021 | 15,797,294 | 0 | — | $1.4B | 17.6% | $88.6 |
| Q2 2021 | 15,797,294 | 0 | — | $1.9B | 20.0% | $122.5 |
| Q1 2021 | 15,797,294 | 0 | — | $2.1B | 19.4% | $131.4 |
| Q4 2020 | 15,797,294 | 0 | — | $2.1B | 20.5% | $135.9 |
| Q3 2020 | 15,797,294 | 0 | — | $1.6B | 18.2% | $101.5 |
| Q2 2020 | 15,797,294 | +274,941 | +1.8% | $908.0M | 16.4% | $57.5 |
| Q1 2020 | 15,522,353 | 0 | — | $527.3M | 11.4% | $34.0 |
| Q4 2019 | 15,522,353 | 0 | — | $710.0M | 12.7% | $45.7 |
| Q3 2019 | 15,522,353 | 0 | — | $458.7M | 11.2% | $29.6 |
| Q2 2019 | 15,522,353 | 0 | — | $710.3M | 12.5% | $45.8 |
| Q1 2019 | 15,522,353 | 0 | — | $539.2M | 11.4% | $34.7 |
| Q4 2018 | 15,522,353 | 0 | — | $487.9M | 10.7% | $31.4 |
| Q3 2018 | 15,522,353 | +45,143 | +0.3% | $686.1M | 10.9% | $44.2 |
| Q2 2018 | 15,477,210 | +886,700 | +6.1% | $924.8M | 14.2% | $59.8 |
| Q1 2018 | 14,590,510 | +485,197 | +3.4% | $787.9M | 14.4% | $54.0 |
| Q4 2017 | 14,105,313 | +196,271 | +1.4% | $574.6M | 14.5% | $40.7 |
| Q3 2017 | 13,909,042 | +280,132 | +2.1% | $558.4M | 16.3% | $40.1 |
| Q2 2017 | 13,628,910 | +268,722 | +2.0% | $668.0M | 18.3% | $49.0 |
| Q1 2017 | 13,360,188 | +225,096 | +1.7% | $451.7M | 17.5% | $33.8 |
| Q4 2016 | 13,135,092 | +198,165 | +1.5% | $478.8M | 19.6% | $36.5 |
| Q3 2016 | 12,936,927 | 734,452 | -5.4% | $445.7M | 19.6% | $34.5 |
| Q2 2016 | 13,671,379 | — | — | $501.1M | 21.5% | $36.6 |
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 ZG position in 13F-HR filings?
Caledonia (Private) Investments Pty Ltd first reported ZILLOW GROUP INC (ZG) 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 ZG?
Between Q4 2025 and Q1 2026, Caledonia (Private) Investments Pty Ltd reduced its ZG position by 16,322 shares (-0.1%), leaving 11,370,543 shares at a market value of $470.6M.
Does the implied price-per-share represent Caledonia (Private) Investments Pty Ltd's cost basis in ZG?
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.