Position in ZM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,794,335
+$3,193,679 QoQ
Shares Held
148,237
+24.1% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#135
of 861 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$431,550
PutShares
5,000
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, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. ZM ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in ZM
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,794,335 | 148,237 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $431,550 | 5,000 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $401,950 | 5,000 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $9,600,656 | 119,426 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $431,450 | 5,000 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $9,338,044 | 108,217 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $412,500 | 5,000 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $7,952,340 | 96,392 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,799,325 | 100,017 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,682,381 | 90,584 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $272,949 | 3,700 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $816,100 | 10,000 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $7,026,212 | 86,095 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,729,350 | 82,153 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,689,505 | 79,228 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,155,696 | 94,167 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,164,445 | 113,537 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,957,703 | 113,779 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,708,927 | 113,567 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,737,029 | 104,781 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,634,049 | 97,934 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,041,473 | 109,274 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,426,878 | 96,572 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,478,720 | 89,386 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,450,381 | 89,448 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,245,327 | 119,485 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,654,832 | 117,962 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $38,160,255 | 118,772 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $33,332,950 | 98,817 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $40,769,819 | 86,724 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $20,944,432 | 82,608 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,423,505 | 98,710 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||