CSGP at a glance
CoStar Group (CSGP, SEC CIK 1057352) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 21, 2026 and Form 4 insider filings as recently as August 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CoStar Group (CSGP) reported revenue of $3.2 billion (up 18.7% from FY2024) and net income of $7.0 million. Diluted EPS was $0.02.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding CoStar Group (CSGP) shares worth $4.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Cann Cynthia Cammett on August 7, 2026 of 4,788 shares at $30.78 per share.
- In the last 90 days, CSGP insiders reported 1 open-market purchase ($2.5M) and 2 open-market sales ($253K) on Form 4, a net purchase of $2.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.2B
- +18.7% vs prior year
- Insiders · 90 days
- 1 buy · 2 sells
- Net +$2.2M
- 13F holders
- 37 funds
- $4.9B · +1 vs prior quarter
- Latest 8-K
- Aug 21, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue $3.247B, up $511M (+19%) YoY; Commercial Real Estate +18% to $1.787B, Residential +20% to $1.460B
- Gross margin 79% vs 80% prior year; operating loss $(72)M vs breakeven; selling & marketing 48% vs 50% of revenue
- Best segment: Commercial Real Estate Adjusted EBITDA $672M (+$70M YoY); worst: Residential Adjusted EBITDA loss $(230)M, though improved $131M YoY
- Operating cash flow $430M vs $393M; $500M shares repurchased (7.1M shares); $1.5B new buyback program authorized; $155M remaining campus construction obligations
- 2026 outlook: ~$700M planned buybacks including $500M ASR in Q1; CRE revenue growth expected to moderate; Residential growth expected to accelerate via Domain full-year contribution and Homes.com member growth
Risk Factors
- EU AI Act enforcement from Aug 2026: fines up to 7% of worldwide annual turnover for non-compliance with risk-based AI governance rules
- Matterport hardware supply chain relies on single-source suppliers in China, exposed to recent US tariffs disrupting component access
- AI-powered platforms and generative AI tools lowering entry barriers, threatening CoStar's marketplace traffic and advertiser revenue
- Key-person dependency on Founder/CEO Andrew Florance: loss cited as potential "material adverse impact on operations"
- $1.0B Senior Notes outstanding plus $1.1B undrawn credit facility; net leverage covenant capped at 4.50x EBITDA under 2024 Credit Agreement
Business Overview
- Online real estate marketplace and data/analytics platform serving commercial and residential property markets across U.S., Australia, Europe, Canada, and Asia-Pacific
- Three acquisitions integrated: Visual Lease (Nov 2024), Matterport 3D digital twin technology (Feb 2025), and Domain Australian marketplace (Aug 2025)
- Segment structure overhauled Q4 2025 from geography-based to product portfolio-based (Commercial Real Estate vs Residential Real Estate) to align with CODM internal reporting
- Workforce of ~8,441 employees across 20 countries as of Jan 31, 2026, with 78% (6,602) U.S.-based
- Homes.com now features "Homes AI": voice/text conversational search drawing on Matterport 3D tours, proprietary school data, and market intelligence, representing notable AI-native product differentiation in residential
AI summary of the CSGP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue CoStar $337M vs $310M YoY, up 9%; LoopNet $87M vs $76M, up 14%
- Worst-performing line Other Commercial Real Estate $57M vs $60M YoY, down 5%
- Subscription bookings $69M vs $93M YoY; subscription revenue 89% vs 95% of total revenue
- Commercial Real Estate growth expected to moderate in 2026 due to 2025’s nonrecurring Matterport benefit
- Residential Real Estate growth expected to accelerate from Domain acquisition and increased Homes.com memberships
Risk Factors
- New acquisition risk: Zonda purchase announced May 28, 2026, subject to Hart-Scott-Rodino clearance and other closing conditions
- Most material update: Zonda integration may cause employee losses, management distraction, customer disruption, and unrecovered transaction costs
- Regulatory risk: Governmental orders or injunctions could prohibit or delay the Zonda acquisition
- Operational risk: Failure to integrate Zonda could prevent expected growth, synergies, and other acquisition benefits
- Financial risk: $1.5 billion repurchase authorization reduced to $913 million after $83 million spent in the quarter
AI summary of the CSGP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- CoStar completed its Zonda acquisition for $800 million in cash
- Transaction expands CoStar’s real-estate data and analytics platform
Item 2.02: Results of Operations and Financial Condition
- CoStar announced financial and operating results for quarter ended June 30, 2026
- Full results and management commentary furnished in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Boilerplate incorporation-by-reference language only
- No substantive Regulation FD disclosure or investor-actionable information in the provided text
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Robin Rossmann appointed CFO effective July 31, 2026, succeeding Christian Lown
- Lown’s resignation attributed to an outside-industry opportunity, with no reported disagreements
AI summaries of CSGP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CSGP
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cann Cynthia Cammett | Sell | Aug 7, 2026 | 4,788 | $30.78 |
| Hill John W | Sell | Aug 5, 2026 | 3,500 | $30.21 |
| FLORANCE ANDREW C | Buy | Aug 4, 2026 | 83,300 | $29.89 |
| Cann Cynthia Cammett | F | Aug 1, 2026 | 1,077 | $28.76 |
| SAINT FREDERICK G. | F | Aug 1, 2026 | 1,436 | $28.76 |
| Cann Cynthia Cammett | A | Jul 31, 2026 | 26,078 | - |
| Rossmann Robin Jack | A | Jul 31, 2026 | 34,771 | - |
| LOWN CHRISTIAN M. | F | Jul 1, 2026 | 5,597 | $29.36 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.7B | $3.2B |
| Gross Profit | - | $2.2B | $2.6B |
| Operating Income | - | $4.7M | -$72.0M |
| Net Income | - | $138.7M | $7.0M |
| Gross Margin | - | 79.6% | 78.9% |
| Op. Margin | - | 0.2% | -2.2% |
| Net Margin | - | 5.1% | 0.2% |
| Balance Sheet | |||
| Total Assets | $8.9B | $9.3B | $10.5B |
| Equity | $7.3B | $7.6B | $8.3B |
| ROE | - | 1.8% | 0.1% |
| Per Share | |||
| EPS | - | $0.34 | $0.02 |
| Cash Flow | |||
| Operating CF | - | $392.6M | $430.0M |
| CapEx | - | $579.0M | $307.0M |
Source: XBRL data in CoStar Group (CSGP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CSGP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $4.86B |
| Q1 2026 | 36 | $8.03B |
| Q4 2025 | 40 | $13.10B |
| Q3 2025 | 42 | $16.83B |
| Q2 2025 | 39 | $15.69B |
| Q1 2025 | 34 | $12.56B |
| Q4 2024 | 30 | $9.62B |
| Q3 2024 | 26 | $4.58B |
- AQR Capital Management+7.18M (+569%)
- JPMorgan Chase & Co+3.09M (+167%)
- Two Sigma Investments+801.9K (+265%)
- Millennium Management+623.4K (+504%)
- Morgan Stanley+73.3K (+1%)
- Principal Financial Group−13.91M (-79%)
- Invesco Ltd−9.14M (-57%)
- D.E. Shaw & Co−4.87M (-82%)
- Goldman Sachs Group−4.12M (-45%)
- Dimensional Fund Advisors−886.5K (-37%)
- Tiger Global Management−1.50M
Source: 13F-HR filings on SEC EDGAR (aggregated from 284 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CSGP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 21, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - |
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CSGP SEC filings: frequently asked questions
Are CSGP insiders buying or selling?
In the last 90 days, CoStar Group (CSGP) officers, directors and 10% owners reported 1 open-market purchase worth $2.5 million by 1 insider and 2 open-market sales worth $253,110 by 2 insiders on Form 4, a net purchase of $2.2 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CSGP stock?
As of June 30, 2026, the largest CoStar Group (CSGP) holders among the 13F filers tracked by SignalX were Vanguard Portfolio Management LLC ($1.1 billion), BlackRock ($957.6 million), Vanguard Capital Management LLC ($755.7 million), State Street Corp ($521.4 million), AQR Capital Management ($239.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CSGP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CoStar Group (CSGP) reported revenue of $3.2 billion (up 18.7% from FY2024) and net income of $7.0 million. Diluted EPS was $0.02. The figures come from the XBRL data in the 10-K.
What are the main risks in CSGP's latest 10-K?
In the 10-K filed February 26, 2026, CoStar Group (CSGP) flagged: EU AI Act enforcement from Aug 2026: fines up to 7% of worldwide annual turnover for non-compliance with risk-based AI governance rules. Matterport hardware supply chain relies on single-source suppliers in China, exposed to recent US tariffs disrupting component access. (AI summary of the Risk Factors section.)
What did CSGP report in its latest 8-K?
CoStar Group (CSGP) filed an 8-K on August 21, 2026 reporting Item 7.01 (Regulation FD Disclosure). CoStar completed its Zonda acquisition for $800 million in cash.
What are the latest CSGP SEC filings?
CoStar Group (CSGP) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 21, 2026 and a Form 4 insider filing on August 10, 2026.
What is CSGP's SEC CIK number?
CoStar Group (CSGP)'s SEC Central Index Key (CIK) is 1057352. EDGAR lists every CSGP filing under that number.
Ask anything about CSGP
The research agent reads CSGP's filings, financials, insider trades and 13F holders, then answers with sources.