Baker Avenue Asset Management, LP
Position in ZM — Zoom Communications, Inc.
CIK 1432529
SAN FRANCISCO, CA
Position in ZM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,783,472
+$913,498 QoQ
Shares Held
55,422
+15.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#218
of 856 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $85,619,022 across 32 Software - Application names. ZM ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
165,795 | $18,930,473 | |
| 2 | UBER |
Uber Technologies, Inc
|
219,694 | $15,853,119 | |
| 3 | NOW |
ServiceNow, Inc.
|
93,072 | $9,240,188 | |
| 4 | CRM |
Salesforce, Inc.
|
41,230 | $6,459,091 | |
| 5 | SNOW |
Snowflake Inc.
|
23,834 | $6,065,753 | |
| 6 | ZM |
Zoom Communications, Inc.
This page
|
55,422 | $4,783,472 | |
| 7 | APPF |
Appfolio Inc
|
27,360 | $4,387,176 | |
| 8 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 |
All Filings in ZM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,783,472 | 55,422 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,869,974 | 48,140 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,739,377 | 43,335 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,232,432 | 39,181 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,609,054 | 33,458 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,564,245 | 34,760 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,667,096 | 32,681 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,994,075 | 28,593 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $929,460 | 15,703 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $8,182 | 117 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,036 | 30 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,396 | 46 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $541 | 8 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,431,682 | 13,260 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $659,301 | 5,624 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $390,681 | 1,494 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $585,189 | 1,512 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $485,147 | 1,510 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $509,353 | 1,510 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $909,662 | 1,935 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $616,102 | 2,430 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||