Position in ZM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$332,120
+$127,527 QoQ
Shares Held
3,848
+62.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#556
of 861 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $539,224 across 2 Software - Application names. ZM ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
3,848 | $332,120 | |
| 2 | CRM |
Salesforce, Inc.
|
1,322 | $207,104 |
All Filings in ZM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,120 | 3,848 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $204,593 | 2,371 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $262,432 | 3,181 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $254,838 | 3,268 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $281,727 | 3,819 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $313,300 | 3,839 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $272,264 | 3,904 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $257,121 | 4,344 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $268,801 | 4,112 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $289,941 | 4,032 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $285,565 | 4,083 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $259,573 | 3,824 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $293,440 | 3,974 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $270,214 | 3,989 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $300,173 | 4,079 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $456,929 | 4,232 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $308,549 | 2,632 | Shares | Sole | 2022-05-03 | |
| 2020-09-30 | $211,549 | 450 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||