Stocks Consumer discretionary ZG
NASDAQ · Consumer discretionaryZillow Group, Inc. (ZG)
Zillow Group, Inc. brought in $2.9B of revenue over the twelve months to September 30, 2026, up 15.1% from a year earlier. It posted a net loss of $113M. Operating cash flow minus capital spending left $235M of free cash flow in fiscal 2025. At September 30, 2026 it held $602M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Zillow Group, Inc.
- Net worth
- Zillow Group, Inc. has a market value (market cap) of $7B at the latest share price, and shareholders' equity of $4.2B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $2.6B (+15.5% year on year), with net income of $23M. Over the 12 months to September 30, 2026: revenue $2.9B, net loss $113M.
- Cash flow
- In fiscal 2025 operations brought in $368M of cash; after $133M of capital spending, free cash flow was $235M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Zillow Group, Inc.'s next report is expected around February 9, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Zillow Group, Inc. does
Zillow Group, Inc. is registered with the SEC under industry code SIC 7389 (Services-Business Services, NEC). Its shares trade on NASDAQ under the ticker ZG.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $2.6B | $23M | $0.09 | $235M |
| 2024 | $2.2B | -$112M | -$0.48 | $285M |
| 2023 | $1.9B | -$158M | -$0.68 | $219M |
| 2022 | $2B | -$101M | -$0.42 | $4.4B |
| 2021 | $2.1B | -$528M | -$2.02 | -$3.3B |
| 2020 | $1.6B | -$162M | -$0.70 | $338M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ZG ranks in Consumer discretionary
Latest SEC filings
What Zillow Group, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 7.1% to $724M versus the same quarter last year; diluted EPS -$0.70 versus $0.04.
- November 4, 2026
- October 28, 2026
- September 17, 2026Executive or director change8-KZillow Group appointed Rikki Tremblay as Vice President and Principal Accounting Officer following the retirement of Jennifer Rock.
- August 24, 2026
- August 13, 2026Passive stake changed SCHEDULE 13G/A
- August 13, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Passive stake (5% or more) SCHEDULE 13G
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 18% to $772M versus the same quarter last year; diluted EPS -$0.02 versus $0.01.
What is ZG worth? A DCF from its reported cash flow
Insider trades
What the people running Zillow Group, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $1.3M worth of shares in the last 90 days and bought none on the open market. Most of the selling (70%) was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 18, 2026 | Tremblay RikkiVP, Principal Acctg. Officer | Received as pay | 14,518 | - |
| September 3, 2026 | Cormier Thielke ClaireDirector | Soldpre-planned (10b5-1) | 1,187 | $42.4K |
| September 3, 2026 | Blachford Erik CDirector | Soldpre-planned (10b5-1) | 792 | $28.3K |
| August 20, 2026 | Knight CassandraChief Legal and Policy Officer | Received as pay | 70,852 | - |
| August 17, 2026 | Wacksman JeremyChief Executive Officer, Director | Soldpre-planned (10b5-1) | 9,339 | $319.2K |
| August 17, 2026 | Hofmann JeremyCOO & CFO | Soldpre-planned (10b5-1) | 5,661 | $193.5K |
| August 14, 2026 | Spaulding DanChief People Officer | Sold | 3,169 | $112.1K |
| August 13, 2026 | Wacksman JeremyChief Executive Officer, Director | Soldpre-planned (10b5-1) | 5,786 | $198.1K |
Who owns ZG
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Caledonia (Private) Investments Pty Limited13G, passive with 1 related filers | 26.8% | May 15, 2026 |
| Capital World Investors13G, passive | 10.4% | August 6, 2026 |
| Richard N. Barton13D, may seek influence | 9.2% | June 15, 2026 |
| Independent Franchise Partners, LLP13G, passive | 8.67% | August 13, 2026 |
| Vanguard Portfolio Management13G, passive | 6.94% | July 31, 2026 |
| Lloyd D. Frink13D, may seek influence | 6.7% | February 18, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 469 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Caledonia (Private) Investments Pty Ltd | 35,431,257 | -1,833,679 |
| Independent Franchise Partners LLP | 19,973,691 | +4,037,780 |
| Capital World Investors | 16,311,488 | -966,212 |
| Vanguard Portfolio Management LLC | 16,264,375 | -1,694,985 |
| BlackRock, Inc. | 10,521,443 | -1,872,249 |
| Vanguard Capital Management LLC | 8,937,059 | -814,645 |
| Geode Capital Management, LLC | 4,275,308 | -225,622 |
| Qube Research & Technologies Ltd | 4,113,104 | +3,899,960 |
| State Street Corp | 3,662,157 | -948,139 |
| State of Wisconsin Investment Board | 3,569,958 | +1,501,919 |
| Ninety One UK Ltd | 3,553,271 | -437,767 |
| D. E. Shaw & Co., Inc. | 3,481,695 | +2,483,841 |
| UBS Group AG | 3,328,001 | -173,517 |
| Technology Crossover Management IX, Ltd. | 3,147,614 | 0 |
| Technology Crossover Management VIII, Ltd. | 3,119,337 | 0 |
| Jane Street Group, LLC | 3,041,454 | +1,350,269 |
| Dimensional Fund Advisors LP | 2,922,258 | +471,592 |
| Morgan Stanley | 2,739,705 | -403,288 |
| Arrowstreet Capital, Limited Partnership | 2,556,799 | new |
| Fmr LLC | 2,454,026 | -330,899 |
Insiders
16 insiders reported holding 6,590,262 shares in total, about $206.1M at the last price.
| Holder | Shares |
|---|---|
| Barton Richard NCo-Executive Chairman, Director, 10% owner | 2,801,225 |
| Frink Lloyd DCo -Exec. Chairman & President, Director | 2,249,920 |
| Maffei Gregory BDirector | 637,783 |
| Wacksman JeremyChief Executive Officer, Director | 138,574 |
| Beitel David A.Chief Technology Officer | 133,013 |
| Samuelson Errol GChief Industry Dev. Officer | 130,885 |
| Choo JunChief Operating Officer | 107,699 |
| Knight CassandraChief Legal and Policy Officer | 70,852 |
| Owens Bradley D.General Counsel | 65,245 |
| Hofmann JeremyCOO & CFO | 59,144 |
Questions about ZG
What does Zillow Group, Inc. do?
Zillow Group, Inc. is a company in the Consumer discretionary sector, listed on NASDAQ as ZG. Its shares trade on NASDAQ under the ticker ZG.
What is Zillow Group, Inc.'s net worth?
Zillow Group, Inc. has a market value (market cap) of $7B at the latest share price, and shareholders' equity of $4.2B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Zillow Group, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $113M on revenue of $2.9B.
How much revenue does Zillow Group, Inc. make?
Over the twelve months to September 30, 2026 Zillow Group, Inc. reported revenue of $2.9B. That is 15.1% more than a year earlier.
When did Zillow Group, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Zillow Group, Inc.'s next earnings report?
Zillow Group, Inc.'s next report is expected around February 9, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Similar companies
Compare ZG with
Follow ZG
Get an email when Zillow Group, Inc. files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Zillow Group, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.