LongCSGPJul 2026
CoStar Group, Inc.
CoStar Group has been caught in the market's broad reassessment of software and information-services businesses exposed to potential AI disruption. The fund materially trimmed…
CSGP
Which hedge funds are long CSGP?
4 published ideas on CoStar Group, Inc. across 4 funds — 4 long and 0 short.
CoStar Group hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on CoStar Group: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCSGPJun 2026
CoStar Group, Inc.
CoStar is the leading information and marketing platform serving commercial and residential real estate, but its valuation compressed sharply as investors generalized AI…
LongCSGPJun 2026
CoStar Group
CoStar's shares fell as fears about AI disruption caused significant multiple compression despite little evidence of a fundamental impact on the business. Baron continues to own…
LongCSGPJun 2026
CoStar Group, Inc.
CoStar remains a holding where Polen says its conviction is intact despite investor concern about elevated Homes.com investment, the timing of margin recovery, and pressure on…