KANZHUN LIMITED
boothcheck covers KANZHUN LIMITED (BZ) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Small employers, not large ones, are the biggest single source of revenue: small-sized accounts contribute about 42% of the top line and mid-sized accounts another 32%, so roughly three quarters of what Kanzhun earns comes from the part of the labour market that hires last and cuts first. • Ownership is indirect rather than direct, and the 20-F says so: ⟦the contractual arrangements may not be as effective as direct ownership in providing us with control over the VIE and we may incur substanti
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246 institutional managers reported holding BZ in 13F filings for the quarter ended 2026-03-31. Together they hold about 33% of the company; the top 10 hold 15%. 32 opened new positions that quarter. Held by BlackRock, Vanguard Group, Morgan Stanley, among others. On the short side, 17.3M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (4.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BZ's share count grew 70.2% over the past five years even with $448.55M spent on repurchases. It pays a dividend, and has for 1 year running. Cash returned over the past three years: $158.36M in dividends and $272.20M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at BZ over the trailing three years. Absence is a fact about the company, not a signal. 10 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.