MAI Capital Management

Position in ZM — Zoom Communications, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in ZM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,363,266

+$1,195,975 QoQ

Shares Held

15,795

+659.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#353

of 860 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MAI Capital Management holds $110,071,893 across 44 Software - Application names. ZM ranks #14 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	107,548	$24,085,374
2	NOW	ServiceNow, Inc.	141,138	$14,012,180
3	ADBE	Adobe Inc.	42,248	$8,661,684
4	SNOW	Snowflake Inc.	33,526	$8,532,367
5	CRM	Salesforce, Inc.	46,493	$7,283,593
6	CDNS	Cadence Design Systems Inc	18,583	$6,974,571
7	ADSK	Autodesk, Inc.	28,606	$5,561,578
8	UBER	Uber Technologies, Inc	69,866	$5,041,530

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,363,266	15,795	+659.0%	Shares	Defined	2026-08-14
2026-03-31	$167,291	2,081	+203.8%	Shares	Sole	2026-05-15
2025-12-31	$59,108	685	+18.3%	Shares	Sole	2026-02-13
2025-09-30	$47,767	579	+34.7%	Shares	Sole	2025-11-10
2025-06-30	$33,531	430	-84.3%	Shares	Sole	2025-08-12
2025-03-31	$201,760	2,735	0.0%	Shares	Sole	2025-05-15
2024-12-31	$223,203	2,735	-13.0%	Shares	Sole	2025-02-14
2023-12-31	$226,156	3,145	+7.8%	Shares	Sole	2024-02-09
2023-03-31	$215,391	2,917	-3.0%	Shares	Sole	2023-05-10
2022-12-31	$203,761	3,008	+2.6%	Shares	Sole	2023-02-09
2022-09-30	$215,692	2,931	-51.6%	Shares	Sole	2022-11-15
2020-09-30	$2,844,165	6,050	0.0%	Shares	Sole	2020-10-26
2020-06-30	$1,533,917	6,050	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.