ZILLOW GROUP, INC.
ZG, Z · Services-Business Services, NEC · 233.6M shares · +3%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $219M (gross $670M, SBC $451M)
Reference price $34.80 · est. market cap ~$8.1B — last insider sale, 2026-06-08 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C60gen composite 37pct→60
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, Bridgewater Associates, LP
- Strong balance sheetStrong balance sheet — $1.3B cash & investments
- Notable holderHeld by 12 notable fund(s): TIGER GLOBAL MANAGEMENT LLC, STATE STREET CORP, FMR LLC +9 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
74.1%
Operating margin
-1.3%
Net margin
0.9%
Return on equity
0.5%
Return on assets
0.4%
ROIC
-0.5%
Revenue growth (QoQ)
18.4%
Debt / equity
0.1×
Net debt / EBITDA
-4.0×
Current ratio
3.1×
Free cash flow
$235M
EBITDA
$230M
Tangible book value
$1.8B
Cash & investments
$1.3B
Stock comp / revenue
15.1%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Jeremy Wacksman | Chief Executive Officer | $7M FY2025 |
| Beitel David A. | Chief Technology Officer | — |
| Jeremy Hofmann | Chief Financial Officer | $6M FY2025 |
| Jun Choo | Chief Operating Officer | $10M FY2025 |
| Owens Bradley D. | General Counsel | — |
| Rock Jennifer | Chief Accounting Officer | — |
| Samuelson Errol G | Chief Industry Dev. Officer | — |
| Spaulding Dan | Chief People Officer | — |
| Lloyd D. Frink | Co -Exec. Chairman & President | $7M FY2025 |
| Richard N. Barton | Co-Executive Chairman | $7M FY2025 |
| BLACHFORD ERIK C | Director | — |
| Bohutinsky Amy | Director | — |
| Cormier Thielke Claire | Director | — |
| GURLEY J WILLIAM | Director | — |
| Hoag Jay C | Director | — |
| MAFFEI GREGORY B | Director | — |
| Stephenson Gordon Sheridan | Director | — |
| Underwood April | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-08 | BLACHFORD ERIK C | Sell | 791 | $34.80 |
| 2026-05-22 | Wacksman Jeremy | Sell | 9.1K | $36.54 |
| 2026-05-18 | Spaulding Dan | Sell | 3.1K | $37.40 |
| 2026-05-18 | Hofmann Jeremy | Sell | 5.5K | $37.40 |
| 2026-05-15 | Owens Bradley D. | Sell | 3.4K | $37.23 |
| 2026-05-14 | Hofmann Jeremy | Sell | 3.4K | $37.86 |
| 2026-05-14 | Hofmann Jeremy | Sell | 300 | $38.72 |
| 2026-05-14 | Spaulding Dan | Sell | 150 | $38.74 |
| 2026-05-14 | Wacksman Jeremy | Sell | 5.8K | $37.88 |
| 2026-05-14 | Wacksman Jeremy | Sell | 300 | $38.69 |
| 2026-05-14 | Choo Jun | Sell | 1.1K | $37.84 |
| 2026-05-14 | Choo Jun | Sell | 145 | $38.76 |
| 2026-05-14 | Beitel David A. | Sell | 1.7K | $37.86 |
| 2026-05-14 | Beitel David A. | Sell | 150 | $38.74 |
| 2026-05-14 | Rock Jennifer | Sell | 974 | $37.95 |
| 2026-05-14 | Rock Jennifer | Sell | 60 | $38.72 |
| 2026-05-14 | Samuelson Errol G | Sell | 2.7K | $37.92 |
| 2026-05-14 | Samuelson Errol G | Sell | 200 | $38.70 |
| 2026-05-14 | Owens Bradley D. | Sell | 2.0K | $37.83 |
| 2026-05-14 | Owens Bradley D. | Sell | 290 | $38.61 |
| 2026-05-14 | Spaulding Dan | Sell | 1.9K | $37.86 |
| 2026-03-26 | Samuelson Errol G | Grant | 7.9K | — |
| 2026-03-26 | Samuelson Errol G | Sell | 4.7K | $44.20 |
| 2026-03-24 | Owens Bradley D. | Option exercise | 8.8K | $22.41 |
| 2026-03-24 | Owens Bradley D. | Sell | 8.8K | $43.67 |
| 2026-03-03 | BLACHFORD ERIK C | Sell | 966 | $42.85 |
| 2026-03-03 | Cormier Thielke Claire | Sell | 242 | $42.85 |
| 2026-03-02 | Rock Jennifer | Grant | 22K | — |
| 2026-03-02 | Owens Bradley D. | Grant | 38K | — |
| 2026-03-02 | Samuelson Errol G | Grant | 20K | — |
| 2026-03-02 | Spaulding Dan | Grant | 14K | — |
| 2026-03-02 | Hofmann Jeremy | Grant | 20K | — |
| 2026-03-02 | Wacksman Jeremy | Grant | 52K | — |
| 2026-03-02 | BLACHFORD ERIK C | Other | 8.4K | — |
| 2026-03-01 | Cormier Thielke Claire | Grant | 4.7K | — |
| 2026-03-01 | BLACHFORD ERIK C | Grant | 3.2K | — |
| 2026-02-27 | MAFFEI GREGORY B | Option exercise | 17K | $21.46 |
| 2026-02-27 | MAFFEI GREGORY B | Sell | 8.1K | $45.15 |
| 2026-02-24 | BLACHFORD ERIK C | Option exercise | 8.4K | $21.46 |
| 2026-02-20 | Frink Lloyd D | Option exercise | 56K | $22.41 |
| 2026-02-20 | Frink Lloyd D | Sell | 40K | $45.29 |
| 2026-02-18 | Hofmann Jeremy | Sell | 7.8K | $43.73 |
| 2026-02-17 | Wacksman Jeremy | Sell | 14K | $44.25 |
| 2026-02-17 | Spaulding Dan | Sell | 5.4K | $43.95 |
| 2026-02-13 | Hoag Jay C | Option exercise | 17K | $21.46 |
| 2026-02-13 | Owens Bradley D. | Sell | 2.6K | $44.42 |
| 2026-02-12 | BARTON RICHARD N | Option exercise | 300K | $22.41 |
| 2026-02-12 | Hofmann Jeremy | Sell | 5.5K | $44.22 |
| 2026-02-12 | Wacksman Jeremy | Sell | 4.7K | $44.20 |
| 2026-02-12 | Spaulding Dan | Sell | 3.9K | $44.19 |
| 2026-02-12 | Samuelson Errol G | Sell | 7.0K | $44.21 |
| 2026-02-12 | Rock Jennifer | Sell | 2.2K | $44.22 |
| 2026-02-12 | Choo Jun | Sell | 2.1K | $44.23 |
| 2026-02-12 | Beitel David A. | Sell | 4.0K | $44.22 |
| 2026-02-12 | Owens Bradley D. | Sell | 2.0K | $44.20 |
| 2026-02-12 | BARTON RICHARD N | Option exercise | 300K | $22.41 |
| 2026-02-11 | Frink Lloyd D | Sell | 75 | $52.87 |
| 2026-02-11 | Frink Lloyd D | Sell | 3.9K | $44.79 |
| 2026-02-11 | Frink Lloyd D | Sell | 3.4K | $45.43 |
| 2026-02-11 | Frink Lloyd D | Sell | 734 | $46.66 |
| 2026-02-11 | Frink Lloyd D | Sell | 530 | $48.09 |
| 2026-02-11 | Frink Lloyd D | Sell | 528 | $48.90 |
| 2026-02-11 | Frink Lloyd D | Sell | 100 | $49.83 |
| 2026-02-11 | Frink Lloyd D | Option exercise | 9.3K | $22.41 |
| 2026-02-10 | Frink Lloyd D | Option exercise | 9.3K | $22.41 |
| 2026-02-10 | Frink Lloyd D | Sell | 6.7K | $54.94 |
| 2026-02-10 | Frink Lloyd D | Sell | 2.6K | $55.83 |
| 2026-02-09 | Frink Lloyd D | Sell | 9.2K | $54.63 |
| 2026-02-09 | Frink Lloyd D | Sell | 100 | $55.17 |
| 2026-02-09 | Frink Lloyd D | Option exercise | 9.3K | $22.41 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-03 | 2026-06-02 | 0001617640-26-000042 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001617640-26-000038 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001617640-26-000039 ↗ |
| DEF 14A | 2026-04-15 | 2025-12-31 | 0001617640-26-000031 ↗ |
| 8-K | 2026-03-05 | 2026-03-04 | 0001617640-26-000021 ↗ |
| 10-K | 2026-02-11 | 2025-12-31 | 0001617640-26-000015 ↗ |
| 8-K | 2026-02-10 | 2026-02-10 | 0001617640-26-000012 ↗ |
| 8-K | 2026-01-30 | 2026-01-30 | 0001617640-26-000004 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0001617640-25-000149 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0001617640-25-000150 ↗ |
| 8-K | 2025-08-25 | 2025-08-25 | 0001617640-25-000134 ↗ |
| 10-Q | 2025-08-06 | 2025-06-30 | 0001617640-25-000094 ↗ |