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Equibles

Dana Investment Advisors, Inc.

Position in ZM — Zoom Communications, Inc.

CIK 1427514 BROOKFIELD, WI
Back to ZM Full portfolio

Position in ZM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,208,118
-$267,566 QoQ
Shares Held
60,342
-11.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#214
of 868 holders
Holding Since
Jun 2020
11 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 Jun 30, 2026

Dana Investment Advisors, Inc. holds $173,059,907 across 17 Software - Application names. ZM ranks #6 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NOW
ServiceNow, Inc.
 383,066 $38,030,792
2 SNOW
Snowflake Inc.
 120,580 $30,687,610
3 UBER
Uber Technologies, Inc
 393,386 $28,386,733
4 DDOG
Datadog, Inc.
 97,412 $25,362,188
5 SHOP
Shopify Inc.
 147,326 $16,821,682
6 ZM
Zoom Communications, Inc.
This page 		60,342 $5,208,118
7 DOCU
Docusign, Inc.
 94,858 $4,213,592
8 CRM
Salesforce, Inc.
 26,484 $4,148,983

All Filings in ZM

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,208,118 60,342
2026-03-31 $5,475,684 68,114
2025-12-31 $5,939,340 68,830
2025-09-30 $5,688,292 68,949
2025-06-30 $5,541,258 71,060
2025-03-31 $5,289,825 71,707
2024-12-31 $5,920,887 72,551
2024-09-30 $6,308,610 90,459
2024-06-30 $5,399,666 91,226
2024-03-31 $3,668,629 56,121
2020-06-30 $401,860 1,585