Plante Moran Financial Advisors, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in ZM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$690
+$208 QoQ
Shares Held
8
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#830
of 861 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $664,004 across 49 Software - Application names. ZM ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,056 | $236,491 | |
| 2 | SHOP |
Shopify Inc.
|
1,030 | $117,605 | |
| 3 | ADBE |
Adobe Inc.
|
464 | $95,129 | |
| 4 | UBER |
Uber Technologies, Inc
|
917 | $66,170 | |
| 5 | NOW |
ServiceNow, Inc.
|
406 | $40,307 | |
| 6 | CRM |
Salesforce, Inc.
|
134 | $20,992 | |
| 7 | PAYX |
Paychex Inc
|
207 | $20,354 | |
| 8 | ROP |
Roper Technologies Inc
|
42 | $14,212 |
All Filings in ZM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690 | 8 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $482 | 6 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $517 | 6 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $495 | 6 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $467 | 6 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $442 | 6 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $489 | 6 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $418 | 6 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $355 | 6 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $392 | 6 | Shares | Sole | 2024-05-09 | |
| 2023-06-30 | $6,788 | 100 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,384 | 100 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,774 | 100 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,359 | 100 | Shares | Sole | 2022-11-02 | |
| 2021-12-31 | $37,149 | 202 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $52,823 | 202 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $78,180 | 202 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $64,900 | 202 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $68,138 | 202 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $125,989 | 268 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $75,554 | 298 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $14,027 | 96 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||