Position in ZM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$690,652
+$49,700 QoQ
Shares Held
8,002
-18.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#446
of 860 holders
Holding Since
Mar 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, 2026D.A. DAVIDSON & CO. holds $235,393,896 across 31 Software - Application names. ZM ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
379,644 | $85,021,273 | |
| 2 | NOW |
ServiceNow, Inc.
|
327,264 | $32,490,769 | |
| 3 | SHOP |
Shopify Inc.
|
178,473 | $20,378,047 | |
| 4 | ADSK |
Autodesk, Inc.
|
104,552 | $20,326,999 | |
| 5 | SNOW |
Snowflake Inc.
|
69,193 | $17,609,618 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
131,957 | $9,330,679 | |
| 7 | UBER |
Uber Technologies, Inc
|
129,083 | $9,314,629 | |
| 8 | ADBE |
Adobe Inc.
|
40,081 | $8,217,406 |
All Filings in ZM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,652 | 8,002 | Shares | Sole | 2026-07-24 | |
| 2024-03-31 | $640,952 | 9,805 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $617,059 | 8,581 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $559,240 | 7,996 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $592,524 | 8,729 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,060,416 | 14,361 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $809,154 | 11,945 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $879,474 | 11,951 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,172,230 | 10,857 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,251,430 | 10,675 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,301,347 | 7,076 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,429,359 | 5,466 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,293,926 | 5,927 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,693,519 | 5,271 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,163,754 | 3,450 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,370,370 | 2,915 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $891,953 | 3,518 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $494,031 | 3,381 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||