Dana Investment Advisors, Inc.
Position in ZM — Zoom Communications, Inc.
CIK 1427514
BROOKFIELD, WI
Position in ZM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,475,684
-$463,656 QoQ
Shares Held
68,114
-1.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $130,593,414 across 17 Software - Application names. ZM ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
357,858 | $37,414,053 | |
| 2 | UBER |
Uber Technologies, Inc
|
339,898 | $24,448,863 | |
| 3 | SNOW |
Snowflake Inc.
|
106,388 | $16,045,438 | |
| 4 | DDOG |
Datadog, Inc.
|
97,388 | $11,496,653 | |
| 5 | SHOP |
Shopify Inc.
|
94,521 | $11,212,081 | |
| 6 | ADBE |
Adobe Inc.
|
29,653 | $7,208,051 | |
| 7 | ZM |
Zoom Communications, Inc.
This page
|
68,114 | $5,475,684 | |
| 8 | DOCU |
Docusign, Inc.
|
92,348 | $4,378,218 |
All Filings in ZM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,475,684 | 68,114 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,939,340 | 68,830 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,688,292 | 68,949 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,541,258 | 71,060 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,289,825 | 71,707 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,920,887 | 72,551 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,308,610 | 90,459 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,399,666 | 91,226 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $3,668,629 | 56,121 | Shares | Sole | 2024-05-15 | |
| 2020-06-30 | $401,860 | 1,585 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||