13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
6

CSGP

COSTAR GROUP INC · Industrials

Consensus score 6/100 · #93 this quarter · tier-weighted across tracked managers

↓DivergingPrice action since filingas of 2026-09-30
vs 50-day avg
-8.0%
21-day momentum
-16.5%
recent volume
0.77×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-23.6%
30-wk MA slope
-11.4%
rel. strength
-55.9
52-wk range
2%

Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
4.3%
of their portfolios
Combined value
$579M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Akre Capital
Quality compounder
6.5%
ADD
Polen Capital
Quality growth
2.1%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.