ZIPRECRUITER, INC.(ZIP)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,644 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ZIP Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ZIPRECRUITER, INC. (ZIP), a Technology sector company. 13F Pro's AI-powered ranking engine scores ZIP at 22.2/100 on a 32-signal composite quality model, placing it at rank #2,644 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (7.7) and institutional flow (17.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 16.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ZIPRECRUITER, INC. reports quarterly revenue of $107.5M, net income of $-4.7M, an operating margin of -1.4%. Top institutional holders of ZIP by reported 13-F value include BlackRock,, EDMOND DE ROTHSCHILD HOLDING S.A., DISCIPLINED GROWTH INVESTORS /MN, based on the most recent SEC filings. ZIP trades on the NYSE exchange and files with the SEC under CIK 1617553. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ZIP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ZIPRECRUITER, INC. directly from SEC EDGAR. ZIPRECRUITER, INC.'s 13F Pro composite quality score has ranged between 8 and 70 since 2022, currently 22.2 — a declining long-term trajectory across 52 quarterly and live scoring snapshots.
Revenue
Q1 2026
$107.5M
Net Income
Q1 2026
$-4.7M
Free Cash Flow
Q1 2026
$-3.6M
Operating Margin
Q1 2026
-1.4%
ROIC
Q1 2026
-0.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-5.3% YoYNet Income
-156.7% YoYOperating Income
-1633.9% YoYEPS (Diluted)
-184.6% YoYTotal Assets
-14.2% YoYTotal Debt
+0.2% YoYOp. Cash Flow
-76.0% YoY| Metric | FY 2025 | FY 2024 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|
| Revenue | $449.0M -5.3% | $474.0M +13.4% | $418.1M -2.7% | $429.6M | — |
| Net Income | $-33.0M -156.7% | $-12.9M -114.9% | $86.0M +1455.3% | $-6.3M | — |
| Operating Income | $-19.4M -1633.9% | $1.3M -98.0% | $64.4M +1119.8% | $-6.3M | — |
| EPS (Diluted) | $-0.37 -184.6% | $-0.13 -118.6% | $0.70 +638.5% | $-0.13 | — |
| Total Assets | $569.7M -14.2% | $664.1M +213.0% | $212.1M | — | — |
| Total Debt | $544.8M +0.2% | $543.6M +2042.8% | $25.4M | — | — |
| Operating Cash Flow | $11.0M -76.0% | $45.7M -48.0% | $88.0M +4222.4% | $-2.1M | — |
AI Insight: ZIP Financial Trends
ZipRecruiter faces persistent revenue decline from $124M to $108M over two years while equity deteriorated from positive $24M to negative $84M.
• Revenue declined 13% from $124M in Q2 2024 to $108M in Q1 2026 with no sustained recovery.
• Equity collapsed from positive $24M in Q2 2024 to negative $84M in Q1 2026.
• Operating income turned positive at $4M in Q4 2025 after five consecutive quarters of losses.
• Operating cash flow remains volatile, swinging from negative $10M in Q1 2025 to positive $11M in Q2 2025.
⚠ Operating income slipped back to negative $2M in Q1 2026 after briefly turning positive in Q4 2025.
⚠ Total debt remained stable around $544-545M throughout the period despite operational challenges.
AI Insight: ZIP Ratio Trends
ZipRecruiter turned operating margin positive at 3.6% in Q4 2025 but slipped back to -1.4% in Q1 2026.
• Operating margin improved from -10.6% in Q1 2025 to 3.6% in Q4 2025 before declining to -1.4% in Q1 2026.
• ROIC recovered from -8.8% in Q1 2025 to 3.4% in Q4 2025, then turned negative again at -1.3% in Q1 2026.
• Net profit margin remained negative throughout 2025-2026, ranging from -11.7% to -0.8%.
⚠ Operating margin volatility with Q4 2025 turning positive at 3.6% but Q1 2026 back to negative -1.4%.
⚠ Company has not achieved sustained profitability despite brief Q4 2025 operating margin improvement.
Get alerted when ZIP's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for ZIPRECRUITER, INC. including:
Top Institutional Holders of ZIP
BlackRock, Inc.
$15.3M8,331,594 shEDMOND DE ROTHSCHILD HOLDING S.A.
$10.3M5,616,695 shDISCIPLINED GROWTH INVESTORS INC /MN
$7.8M4,216,601 shAQR CAPITAL MANAGEMENT LLC
$6.4M3,452,586 shVANGUARD CAPITAL MANAGEMENT LLC
$5.3M2,884,771 shVANGUARD PORTFOLIO MANAGEMENT LLC
$4.4M2,373,943 shRENAISSANCE TECHNOLOGIES LLC
$3.5M1,920,900 shJACOBS LEVY EQUITY MANAGEMENT, INC
$3.3M1,800,610 shMARSHALL WACE, LLP
$2.9M1,562,759 shSTATE STREET CORP
$2.8M1,504,444 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $15.3M | 8,331,594 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $10.3M | 5,616,695 |
| DISCIPLINED GROWTH INVESTORS INC /MN | $7.8M | 4,216,601 |
| AQR CAPITAL MANAGEMENT LLC | $6.4M | 3,452,586 |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.3M | 2,884,771 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.4M | 2,373,943 |
| RENAISSANCE TECHNOLOGIES LLC | $3.5M | 1,920,900 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.3M | 1,800,610 |
| MARSHALL WACE, LLP | $2.9M | 1,562,759 |
| STATE STREET CORP | $2.8M | 1,504,444 |
More Technology Companies
View all Technology →Put ZIP on your watchlist
Track score changes the day ZIPRECRUITER, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is ZIP a good stock to buy?
13F Pro's AI-powered analysis of ZIPRECRUITER, INC. (ZIP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ZIP are available on the ZIP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ZIP?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ZIP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ZIPRECRUITER, INC.'s investment landscape.