Zillow Group, Inc. · Brief

Next report

4 days

Nov 4 · after closeconfirmedQ3 FY26

Expected move

±9.4%implied · report alone

28.8934.89

straddle ±13.3%

spot 31.89exp Nov 20ATM strike 30ATM straddle 5.00IV 80%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±11.7%▼−8.48%×0.72

quarterimplied−15%0+15%realized×

Q2 FY26±11.7%▼−8.48%×0.72

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

Nov 4 report · confirmed

Bull2

14disclosed supplier and customer ties in SEC filingsSEC filings

259managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

9 of 20largest reporting managers that cut their stake in the latest quarter13F · Jun 30 '26

24managers holding most of reported value13F · Jun 30 '26

AI captions · Oct 12 '26once per report · top 2 per case

ZG report session

No linked exposure.

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

Oct 21impliedImplied move: ±13.5% 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.