Zillow is now ranked 112 on Alexa so it looks like you were correct in your assumption 6 weeks ago. Now that Zillow has stopped publishing monthly Unique User data the last information investors have is the 10-Q filing dated November 6 when it declared 36.096M users. In the accompanying text it states how important this metric is to the Zillow business. So important that it has stopped publishing the data every month the way it has done since it listed 18 months ago.
One can only presume that the unique user data has been disappointing for October and November as it seems strange to cease providing the details, and with no communication as to why it no longer is providing this monthly information. Have I missed seeing any communication about this? It makes me think of Jim Cramers comment November 29 that 'Z is already declining in growth and anything less than stellar' will keep the stock being sold'