Position in ZM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,773,325
+$663,904 QoQ
Shares Held
101,649
+0.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 861 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,084,779,072 across 80 Software - Application names. ZM ranks #41 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,606,516 | $404,566,194 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,271,429 | $284,736,524 | |
| 3 | PAYX |
Paychex Inc
|
2,764,004 | $271,784,513 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,135,278 | $211,990,399 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
561,882 | $210,885,552 | |
| 6 | SHOP |
Shopify Inc.
|
1,827,570 | $208,671,942 | |
| 7 | SNOW |
Snowflake Inc.
|
737,847 | $187,782,061 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,763 | $156,936,191 |
All Filings in ZM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,773,325 | 101,649 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,109,421 | 100,876 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,492,171 | 52,059 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,384,050 | 53,140 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,849,872 | 49,370 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,165,370 | 29,353 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,378,686 | 29,147 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,819,028 | 26,083 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,382,974 | 23,365 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,584,111 | 24,233 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,941,262 | 40,902 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,204,718 | 31,523 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,549,564 | 22,828 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,392,904 | 73,035 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,592,658 | 53,036 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,103,746 | 55,765 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,451,441 | 69,014 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,383,994 | 54,457 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,925,336 | 48,531 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $11,677,282 | 44,655 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $13,090,128 | 33,822 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,716,276 | 27,129 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,283,964 | 12,700 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,912,255 | 8,322 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,400,554 | 5,524 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,484,871 | 10,162 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||