ZIFF DAVIS INC

$ZD
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Smart money positioned

7 of the Top-200 alpha managers hold $ZD as of the latest 13F snapshot.

13F holders
8
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$ZD is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 45.44%, with an average of 6.50% of portfolio. Largest holder: Varde Management, L.P. at 45.44%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Varde Management, L.P.
45.44% NEW
α +22.7pts
02
ACR Alpine Capital Research, LLC
0.05% held
α +26.8pts
03
New Age Alpha Advisors, LLC
0.01% held
α +10.8pts
04
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 8 of 8 · Source: 13F-HR
01
Vanguard Group Inc.
—
4,451,419 sh
02
State Street
—
1,617,349 sh
03
Varde Management, L.P.
48.70% of portfolio
624,028 sh
04
Citadel
—
122,592 sh
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
102,723 sh
06
ACR Alpine Capital Research, LLC
0.06% of portfolio
86,526 sh
07
Citigroup Inc.
—
43,538 sh
08
Two Sigma
—
3,837 sh

Insider activity · last 90 days

50 transactions · 12 filers
20 Aug 2026
Unknown —
▼ SOLD
—
—
S
13 Aug 2026
Unknown —
▼ SOLD
—
—
S
11 Aug 2026
Unknown —
▼ SOLD
—
—
S
10 Jun 2026
Richter Bret —
▼ SOLD
18,000
$46.88
S
08 Jun 2026
McDonald Kirk P —
▼ SOLD
100
$46.66
S
08 Jun 2026
McDonald Kirk P —
▼ SOLD
975
$46.65
S
05 Jun 2026
Rossen Jeremy —
▼ SOLD
8,000
$47.00
S
03 Jun 2026
Barsten Jana —
▼ SOLD
3,347
$45.00
S
02 Jun 2026
Kretzmer W Brian —
▼ SOLD
1,968
$44.51
S
28 May 2026
Rossen Jeremy —
▼ SOLD
4,347
$45.75
S
07 May 2026
Barsten Jana —
· EX/ACQ
7,903
$43.31
M
07 May 2026
Taylor Scott C —
· EX/ACQ
7,903
$43.31
M

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ZD in the recent window.

Convergence · $ZD

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:46 UTC.