EVERGREEN CAPITAL MANAGEMENT LLC

Position in ZM — Zoom Communications, Inc.

CIK 1260824 Bellevue, WA

Position in ZM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$569,732

+$18,338 QoQ

Shares Held

6,601

-3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#481

of 861 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 61% Shared 39% None 0%

Technology · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $85,451,051 across 44 Software - Application names. ZM ranks #21 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	293,545	$21,182,206
2	INTU	Intuit Inc.	48,386	$12,628,746
3	CRM	Salesforce, Inc.	69,713	$10,921,238
4	CHYM	Chime Financial, Inc.	386,526	$7,916,052
5	ADSK	Autodesk, Inc.	23,752	$4,617,863
6	ADP	Automatic Data Processing Inc	12,562	$2,813,259
7	SAP	Sap SE	17,369	$2,676,736
8	CDNS	Cadence Design Systems Inc	5,086	$1,908,876

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,732	6,601	-3.8%	Shares	Sole	2026-07-23
2026-03-31	$551,394	6,859	-2.8%	Shares	Other	2026-05-14
2025-12-31	$608,862	7,056	+5.4%	Shares	Sole	2026-01-27
2025-09-30	$552,420	6,696	+14.3%	Shares	Sole	2025-10-28
2025-06-30	$456,884	5,859	-85.7%	Shares	Other	2025-08-14
2025-03-31	$3,017,266	40,901	+1.1%	Shares	Sole	2025-05-15
2024-12-31	$3,302,919	40,472	+0.5%	Shares	Sole	2025-02-13
2024-09-30	$2,807,522	40,257	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$2,412,110	40,752	+1.5%	Shares	Sole	2024-08-14
2024-03-31	$2,623,558	40,134	+3885.5%	Shares	Sole	2024-05-15
2021-09-30	$263,330	1,007	-1.9%	Shares	Sole	2021-11-15
2021-06-30	$397,479	1,027	+42.6%	Shares	Sole	2021-08-16
2021-03-31	$231,328	720	+36.1%	Shares	Sole	2021-05-17
2020-09-30	$248,688	529	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.