Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ZD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.1M | $257.5M | -0.9% | 16.659% | 0.00% |
| 2 | JANUS HENDERSON GROUP PLC | 3.4M | $143.4M | -0.4% | 9.280% | 0.07% |
| 3 | Pale Fire Capital SE | 2.8M | $116.8M | +130.0% | 7.556% | 10.26% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | $95.0M | β | 6.144% | 0.01% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $86.9M | -1.2% | 5.624% | 0.02% |
| 6 | Legal & General Group Plc | 2.0M | $82.9M | -10.7% | 5.366% | 0.02% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $71.2M | β | 4.607% | 0.00% |
| 8 | STATE STREET CORP | 1.7M | $70.5M | -2.8% | 4.563% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $42.2M | -5.1% | 2.732% | 0.00% |
| 10 | FIRST TRUST ADVISORS LP | 975K | $40.9M | +689.6% | 2.646% | 0.03% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 841K | $35.3M | +0.7% | 2.283% | 0.01% |
| 12 | RICE HALL JAMES & ASSOCIATES, LLC | 800K | $33.6M | +7.5% | 2.171% | 1.87% |
| 13 | Nuveen, LLC | 772K | $32.4M | -4.5% | 2.095% | 0.01% |
| 14 | D. E. Shaw & Co., Inc. | 676K | $28.4M | +4.3% | 1.835% | 0.03% |
| 15 | MORGAN STANLEY | 612K | $25.7M | -6.7% | 1.661% | 0.00% |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | 595K | $24.7M | -22.4% | 1.615% | 0.02% |
| 17 | CDAM (UK) Ltd | 564K | $23.7M | -58.3% | 1.530% | 5.25% |
| 18 | Varde Management, L.P. | 534K | $22.4M | β | 1.450% | 45.44% |
| 19 | GOLDMAN SACHS GROUP INC | 529K | $22.2M | -11.4% | 1.437% | 0.00% |
| 20 | NORTHERN TRUST CORP | 485K | $20.3M | +2.7% | 1.316% | 0.00% |
| 21 | BRAVE ASSET MANAGEMENT INC | 470K | $19.7M | +11.9% | 1.277% | 4.63% |
| 22 | CastleKnight Management LP | 422K | $17.7M | +32.6% | 1.147% | 1.52% |
| 23 | Allianz Asset Management GmbH | 406K | $17.0M | +53.7% | 1.101% | 0.02% |
| 24 | Invesco Ltd. | 402K | $16.9M | +78.6% | 1.092% | 0.00% |
| 25 | Bank of New York Mellon Corp | 320K | $13.4M | -5.7% | 0.869% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ZD β a direct measure of their conviction.
Filings activity in ZD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ZD position in Q1 2026
Institutions that fully closed their ZD position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 265 | 2.2% | 98.53% | +10.38 pp | $1.68B | +12% |
| Q4 2025 | 271 | +0.4% | 88.15% | 7.31 pp | $1.50B | 7.7% |
| Q3 2025 | 270 | 1.5% | 95.46% | 104.53 pp | $1.63B | 59% |
| Q2 2025 | 274 | +5.0% | 199.99% | +105.01 pp | $4.00B | +147% |
| Q1 2025 | 261 | +2.8% | 94.98% | 62.43 pp | $1.62B | 40% |
| Q4 2024 | 254 | 0.8% | 157.41% | +33.27 pp | $2.68B | +27% |
| Q3 2024 | 256 | 0.4% | 124.14% | 19.72 pp | $2.12B | 14% |
| Q2 2024 | 257 | β | 143.86% | β | $2.45B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ZD stock.
Based on Q1 2026 13F filings, institutional ownership of Ziff Davis, Inc. stands at 98.5%, held across 265 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ZD, with approximately 6,136,284 shares worth $0.26B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ZD.
Our composite Smart Money Score for ZD is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
47 institutions opened new positions in ZD during Q1 2026, while 53 fully exited. 165 added to existing positions and 52 trimmed.
ZD institutional ownership rose by 10.38 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 60.0% of all reported 13F value in ZD, and the top 25 account for 81.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ziff Davis, Inc. (ZD) Institutional Ownership