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NASDAQ · Finance

COSTAR GROUP INC CSGP

CoStar Group, Inc. provides information, analytics, and online marketplace services to real estate and related business communities in the United States, Australia, Canada, Europe, the Asia Pacific, and Latin America.

Sources StockAnalysis company profile stockanalysis.com
Real Estate

Company profile

Business mix

  • It offers CoStar Property that provides inventory of office, industrial, retail, multifamily, hospitality, and student housing, and land properties.
  • The company also provides hospitality benchmarking that allows hotels to measure performance against competitors.
  • In addition, it offers Apartamentos.com, an apartment marketing sites; LoopNet.com, a commercial property marketing sites; Homes.com, a home for sale listings site; Ten-X, an online auction platform for commercial real estate.
  • It serves sales, leasing, and mortgage brokers; property, real estate investment trust, insurance companies, and asset managers.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in real estate services?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 7 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 553.57 FCF 1.2% Buyback -3.17%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 2.0% $658.1M 2026-03-31
Baillie Gifford legacy James Anderson 0.6% $549.1M 2026-03-31
Polen Capital Management 3.5% $507.1M 2026-03-31
Akre Capital Management Chuck Akre 6.8% $417.4M 2026-03-31
Tiger Global Management Chase Coleman 0.3% $60.5M 2026-03-31
Corvex Management Keith Meister 1.4% $34.4M 2026-03-31
Weitz Investment Management Wallace Weitz 1.5% $20.9M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 4 13F filing periods
Net reducers 5 Last 4 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $525.6M Estimated from net added shares
Reduction amount $847.5M Estimated from net reduced shares
Net share change / base shares +2.5% +1,363,198 / 54,349,299
Third Point Dan Loeb 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 56.2% 13F value change +$91.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.2% 13F value change +$6.5M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.9% 13F value change -$41.7M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$212.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,975,000 Last 4 periods -1,975,000 (-100.0%) Total shares 0 Value $0
Tiger Global Management Chase Coleman 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -30.4% 13F value change -$121.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -33.6% 13F value change -$91.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,245,109 Last 4 periods -1,745,109 (-53.8%) Total shares 1,500,000 Value $60.5M
Viking Global Investors Andreas Halvorsen 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$258.8M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -42.5% 13F value change -$102.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -22.0% 13F value change -$59.1M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$97.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 3.4% 13F value change +$74.3M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.2% 13F value change +$42.3M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.3% 13F value change -$313.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -16.3% 13F value change -$652.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 19,032,522 Last 4 periods -2,718,347 (-14.3%) Total shares 16,314,175 Value $658.1M
Corvex Management Keith Meister 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$34.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +851,734 (New) Total shares 851,734 Value $34.4M
Akre Capital Management Chuck Akre 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -0.0% 13F value change +$10.5M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -0.0% 13F value change +$36.7M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 3.3% 13F value change -$138.5M
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 7.6% 13F value change -$229.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 9,313,592 Last 4 periods +1,034,681 (+11.1%) Total shares 10,348,273 Value $417.4M
Polen Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 4.9% 13F value change +$33.6M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -7.8% 13F value change -$18.3M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -23.4% 13F value change -$209.5M
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 157.0% 13F value change +$178.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 6,601,800 Last 4 periods +5,968,568 (+90.4%) Total shares 12,570,368 Value $507.1M
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Major reduction Shares -16.0% 13F value change -$10.7M
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -6.0% 13F value change -$820,495
13F 2025-12-31 Filed 2026-02-12
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -28.2% 13F value change -$27.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 911,600 Last 4 periods -394,575 (-43.3%) Total shares 517,025 Value $20.9M
Vulcan Value Partners C.T. Fitzpatrick 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -23.1% 13F value change -$73.8M
13F 2025-09-30 Filed 2025-11-10
Minor increase Shares 3.1% 13F value change +$14.1M
13F 2025-12-31 Filed 2026-02-09
Major increase Shares 17.1% 13F value change -$21.7M
13F 2026-03-31 Filed 2026-05-11
Sold out Shares -100.0% 13F value change -$301.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 4,833,477 Last 4 periods -4,833,477 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor increase Shares 1.2% 13F value change +$18.2M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -3.5% 13F value change +$8.7M
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 56.9% 13F value change +$174.3M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 5.2% 13F value change -$320.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 8,436,199 Last 4 periods +5,174,723 (+61.3%) Total shares 13,610,922 Value $549.1M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$78.1M
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -56.1% 13F value change -$43.3M
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$34.8M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$83.3M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$83.3M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.