COSTAR GROUP INC (CSGP) — Hedge Fund Ownership Q4 2025
CSGP
- COSTAR GROUP INC (CSGP) is held by 7 of 81 tracked hedge funds, with ShawSpring Partners (12%) and Akre Capital Management (7%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in CSGP holdings came from Akre Capital Management (+3%) and Third Point (+5%), highlighting conviction.
- The biggest decreases in CSGP holdings came from Polen Capital Management (-23%) and Tiger Global Management (-30%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to COSTAR GROUP INC (CSGP) by -9% vs the prior quarter and -10% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
ShawSpring Partners Dennis Hong
|
12.12% | 958K | +6.87% | +5.25% | $64.4M | $67.24 | — |
| 2 |
Akre Capital Management Chuck Akre
|
7.09% | 9.6M | +3.35% | +3.26% | $646.7M | $67.24 | — |
| 3 |
Third Point
|
2.93% | 3.2M | +4.91% | — | $212.8M | $67.24 | — |
| 4 |
Weitz Investment Management Wallace Weitz
|
2.87% | 720K | — | -19.11% | $48.4M | $67.24 | — |
| 5 |
Polen Capital Management
|
1.40% | 4.9M | -23.35% | -24.72% | $328.9M | $67.24 | — |
| 6 |
Tiger Global Management Chase Coleman
|
0.51% | 2.3M | -30.38% | -30.38% | $151.9M | $67.24 | — |
| 7 |
Viking Global Investors Andreas Halvorsen
|
0.26% | 1.4M | -22.01% | +24.07% | $97.0M | $67.24 | — |
| 7 | Total | — | 23.1M | -9.29% | -9.68% | $1.55B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.