Zillow Group, Inc. · Brief

Next report

4 days

Nov 4 · after closeconfirmedQ3 FY26

Expected move

±10.4%implied · report alone

27.7334.19

straddle ±12.9%

spot 30.96exp Nov 20ATM strike 30ATM straddle 4.70IV 79%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±12.1%▼−7.40%×0.61

quarterimplied−15%0+15%realized×

Q2 FY26±12.1%▼−7.40%×0.61

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 4 report · confirmed

Bull2

416managers reporting a position in the latest quarterly filings13F · Jun 30 '26

+6.18%largest reporting managers increased shares held over the latest quarter13F · Jun 30 '26

Bear2

28managers holding the majority of reported value13F · Jun 30 '26

9 of 22largest reporting managers that cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 7 '26once per report · top 2 per case

Z report session

No linked exposure.

Oct 288-KMaterial agreement: stipulation of settlement with Jaeger v. Zillow Group, Inc., et al.Source

Oct 21impliedImplied move: ±13.2% into Nov 4 earnings (Oct 21 close).Source

Oct 6report dateEarnings date confirmed: Nov 4, after close.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.