Signal dossier · Q4 2025

CSGP

CoStar Group · Other

HoldLens verdict · single −100..+100 scale

SELL

−9

on a signed −100 sell scale · WEAK SELL

3 tracked managers selling. MODERATE sell signal.

Unified ConvictionScore · −100..+100

Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding

−9

Buy component

Dissent penalty

−13

Unanimity bonus

Quality differential

-3

Info density

Buyers / Sellers

2 / 3

ConvictionScore v5 · 9-layer breakdown

13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.

−9

Smart money (13F)

Insider activity (Form 4)

Track record (CAGR)

-5

Trend streak

Concentration

Contrarian bonus

Event signal (8-K)

− Dissent penalty

−13

− Crowding penalty

−0

Owners: 1·Buyers: 13·Sellers: 11·Buyer-CAGR-weighted expected return: +10% ±3.6%·How this is computed

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Ownership breadth · 8 quarters

Breadth flat

+0 owners over 8Q

Q1 '24

Q2 '24

Q3 '24

Q4 '24

Q1 '25

Q2 '25

Q3 '25

Q4 '25

The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on CSGP — grouped by quarter, ranked by manager quality.

Smart money activity

13 buys · 11 sells across tracked 13F filings

Net signal: STRONG BUY

Q4 2025(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 14.00%	+46K	0.00%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Add 57.00%	+4.69M	0.70%
Andreas HalvorsenElite Viking Global Investors	Reduce 22.00%	-407K	0.30%
Chase ColemanElite Tiger Global Management	Reduce 30.00%	-986K	0.50%
Polen CapitalElite Polen Capital Management	Reduce 23.00%	-1.49M	1.40%

Q3 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Andreas HalvorsenElite Viking Global Investors	Reduce 43.00%	-1.37M	0.40%
Joel GreenblattElite Gotham Asset Management	Reduce 11.00%	-41K	0.00%
Polen CapitalElite Polen Capital Management	Reduce 8.00%	-543K	1.70%

Q2 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Andreas HalvorsenElite Viking Global Investors	Buy (new)	+3.22M	0.70%
Joel GreenblattElite Gotham Asset Management	Add 184%	+236K	0.00%
Lee AinslieElite Maverick Capital	Add 56.00%	+1.11M	3.30%

Q1 2025(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 352%	+100K	0.00%
Lee AinslieElite Maverick Capital	Buy (new)	+1.98M	2.40%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Add 7.00%	+525K	0.60%
Andreas HalvorsenElite Viking Global Investors	Sell (exit)	-1.16M	0.00%

Q4 2024(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Chase ColemanElite Tiger Global Management	Buy (new)	+3.25M	0.90%
Joel GreenblattElite Gotham Asset Management	Add 12.00%	+3K	0.00%
Polen CapitalElite Polen Capital Management	Buy (new)	+6.50M	1.30%
Andreas HalvorsenElite Viking Global Investors	Reduce 8.00%	-98K	0.30%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 10.00%	-888K	0.40%

Q3 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Andreas HalvorsenElite Viking Global Investors	Buy (new)	+1.26M	0.30%
Joel GreenblattElite Gotham Asset Management	Reduce 11.00%	-3K	0.00%

Q2 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Chuck AkreTier 1 Akre Capital Management	Add 21.00%	+1.51M	5.70%
Joel GreenblattElite Gotham Asset Management	Reduce 17.00%	-6K	0.00%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for CSGP — context for the moves above.

Who’s betting biggest on CSGP

Other sector →

Each bar is one manager’s position size in CSGP as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Chuck AkreT1

6.8%

“Real estate data moat.”

AI thesis

An AI-synthesised investment thesis for CSGP, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis

Claude Haiku synthesis of SELL positioning from 1 institutional filers

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -9 conviction score.

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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.