Position in ZM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$551,475
-$157,483 QoQ
Shares Held
6,860
-16.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Essex Financial Services, Inc. holds $11,979,661 across 17 Software - Application names. ZM ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
8,613 | $3,047,796 | |
| 2 | ADBE |
Adobe Inc.
|
8,017 | $1,948,772 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,444 | $1,309,291 | |
| 4 | UBER |
Uber Technologies, Inc
|
13,858 | $996,805 | |
| 5 | CRM |
Salesforce, Inc.
|
5,210 | $972,550 | |
| 6 | PAYX |
Paychex Inc
|
7,548 | $695,321 | |
| 7 | ZM |
Zoom Communications, Inc.
This page
|
6,860 | $551,475 | |
| 8 | INTU |
Intuit Inc.
|
1,205 | $521,017 |
All Filings in ZM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $551,475 | 6,860 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $708,958 | 8,216 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||