O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1423442 Stamford, CT

Position in ZM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,040,121

+$6,414,073 QoQ

Shares Held

93,154

+360.5% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#177

of 861 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $251,452,941 across 49 Software - Application names. ZM ranks #14 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	140,960	$31,567,991
2	UBER	Uber Technologies, Inc	285,203	$20,580,247
3	CDNS	Cadence Design Systems Inc	52,649	$19,760,222
4	CRM	Salesforce, Inc.	118,148	$18,509,065
5	FICO	Fair Isaac Corp	13,539	$16,176,126
6	NOW	ServiceNow, Inc.	153,060	$15,195,796
7	SAP	Sap SE	93,836	$14,461,065
8	IDCC	InterDigital, Inc.	45,332	$12,834,849

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,040,121	93,154	+360.5%	Shares	Sole	2026-08-13
2026-03-31	$1,626,048	20,227	+230.4%	Shares	Sole	2026-05-13
2025-12-31	$528,267	6,122	+56.8%	Shares	Sole	2026-02-11
2025-09-30	$322,080	3,904	+9.1%	Shares	Sole	2025-11-13
2025-06-30	$279,168	3,580	-15.0%	Shares	Sole	2025-08-12
2023-09-30	$294,447	4,210	+106.6%	Shares	Sole	2023-11-13
2022-06-30	$220,042	2,038	+79.7%	Shares	Sole	2022-08-11
2021-09-30	$296,541	1,134	+1.5%	Shares	Sole	2021-11-10
2021-06-30	$432,312	1,117	+81.0%	Shares	Sole	2021-08-09
2021-03-31	$198,235	617	-31.3%	Shares	Sole	2021-05-14
2020-12-31	$302,913	898	+29.8%	Shares	Sole	2021-02-11
2020-09-30	$325,316	692	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.