Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,579,633
-$11,382,943 QoQ
Shares Held
110,991
-57.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#163
of 861 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Dec 31, 2021CallValue
$17,526,623
CallShares
95,300
PutValue
$21,039,304
PutShares
114,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. ZM ranks #49 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,161,507 | $564,153,327 | |
| 2 | HUBS |
Hubspot Inc
|
1,819,744 | $332,121,477 | |
| 3 | FIG |
Figma, Inc.
|
12,727,784 | $230,245,612 | |
| 4 | ADBE |
Adobe Inc.
|
1,093,171 | $224,121,918 | |
| 5 | TEAM |
Atlassian Corp
|
2,494,603 | $194,055,167 | |
| 6 | U |
Unity Software Inc.
|
6,750,900 | $192,940,722 | |
| 7 | DUOL |
Duolingo, Inc.
|
1,629,242 | $187,395,414 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,400,923 | $176,068,002 |
All Filings in ZM
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,579,633 | 110,991 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,962,576 | 260,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,631,017 | 598,343 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $86,708,902 | 1,051,017 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $10,479,249 | 142,053 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $71,653,171 | 877,995 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $108,521,019 | 1,556,080 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,601 | 3,406 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $186,032,887 | 2,845,845 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $202,252,627 | 2,812,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $203,888,388 | 2,915,190 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $212,592,218 | 3,131,883 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $230,976,171 | 3,128,063 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $210,552,990 | 3,108,252 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $137,337,484 | 1,866,252 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $207,265,906 | 1,919,662 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $239,956,094 | 2,046,883 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,526,623 | 95,300 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $21,039,304 | 114,400 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $152,900,199 | 831,386 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,343,750 | 62,500 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $2,878,853 | 11,009 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $13,153,450 | 50,300 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $140,470,990 | 362,946 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $34,639,185 | 89,500 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $28,253,190 | 73,000 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $38,876,090 | 121,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $42,635,183 | 132,700 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $34,045,816 | 105,966 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $29,043,252 | 86,100 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $20,576,520 | 61,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $167,926,329 | 497,825 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,163,080 | 28,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $24,351,698 | 51,800 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $193,349,191 | 411,285 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,989,476 | 39,400 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $8,442,882 | 33,300 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $9,804,652 | 67,100 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $8,927,932 | 61,100 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||