Which hedge funds own ZD? ZIFF DAVIS INC, Q2 2026 13F holders
26 tracked hedge funds disclosed a position in ZD (ZIFF DAVIS INC) in their Q2 2026 13F filings, worth $192.8m in total. The largest holder by portfolio weight is Varde Management, L.P. at 48.7% of its book. 14 opened a new position this quarter: Whitefort Capital Management, LP, Converium Capital Inc., Beartown Capital Management, LLC, Stonehill Capital Management LLC. 10 exited: Ewing Morris & Co. Investment Partners Ltd., NewGen Asset Management Ltd, Incline Global Management LLC.
- 26
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $50.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $11.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $193m
- Combined value Sum of the holders' reported positions in the security.
- 2.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Ewing Morris & Co. Investment Partners Ltd. | 1.5% | $3.3m |
| NewGen Asset Management Ltd | 1.3% | $2.2m |
| Incline Global Management LLC | 0.7% | $1.7m |
| CenterBook Partners LP | 0.04% | $687k |
| Campbell & CO Investment Adviser LLC | 0.03% | $494k |
| Mangrove Partners IM, LLC | 0.03% | $346k |
| Wolverine Asset Management LLC | 0.01% | $717k |
| Squarepoint Ops LLC | 0.0% | $1.9m |
| Quarry LP | 0.0% | $4.3k |
| Elequin Capital, LP | 0.0% | $462 |
Ownership over time
Who discovered ZD first? Beta
| Varde Management, L.P. high conviction | Q1 2026 | +11.3 pts |
| Monimus Capital Management, LP | Q1 2026 | +0.7 pts |
| Incline Global Management LLC | Q3 2025 | +0.6 pts |
| CastleKnight Management LP | Q4 2025 | +0.3 pts |
| Bastion Asset Management Inc. | Q3 2025 | 0.0 pts |
| J. Goldman & Co LP | Q2 2019 | 0.0 pts |
| Southpoint Capital Advisors LP | Q3 2021 | −0.1 pts |
| ArrowMark Colorado Holdings LLC | Q3 2019 | −1.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.