Position in ZM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$954,070
-$250,734 QoQ
Shares Held
11,054
-26.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#403
of 860 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)
Position in Software - Application
Technology · as of Jun 30, 2026Janney Montgomery Scott LLC holds $446,020,215 across 58 Software - Application names. ZM ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
965,792 | $69,691,550 | |
| 2 | ADP |
Automatic Data Processing Inc
|
254,078 | $56,900,768 | |
| 3 | NOW |
ServiceNow, Inc.
|
338,446 | $33,600,918 | |
| 4 | CRM |
Salesforce, Inc.
|
209,167 | $32,768,102 | |
| 5 | YOU |
Clear Secure, Inc.
|
574,411 | $32,011,925 | |
| 6 | SHOP |
Shopify Inc.
|
242,597 | $27,699,725 | |
| 7 | INTU |
Intuit Inc.
|
91,955 | $24,000,255 | |
| 8 | SNOW |
Snowflake Inc.
|
89,073 | $22,669,078 |
All Filings in ZM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,070 | 11,054 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,204,804 | 14,987 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,117,455 | 12,950 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,534,995 | 18,606 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,440,602 | 18,474 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,675,021 | 22,706 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,517,946 | 18,600 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,296,815 | 18,595 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $934,906 | 15,795 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $614,739 | 9,404 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $779,431 | 10,839 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $724,211 | 10,669 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $765,277 | 10,364 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $688,644 | 10,166 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $804,043 | 10,926 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $706,123 | 6,540 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $685,795 | 5,850 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,011,872 | 5,502 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,352,454 | 8,996 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,386,512 | 8,750 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,053,861 | 9,505 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,511,530 | 4,481 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,731,415 | 3,683 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $824,512 | 3,252 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $816,372 | 5,587 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||