Position in ZM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$228,721
+$16,894 QoQ
Shares Held
2,650
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#607
of 865 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $3,275,809 across 21 Software - Application names. ZM ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,683 | $824,807 | |
| 2 | RNG |
RingCentral, Inc.
|
18,528 | $722,221 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
2,458 | $302,456 | |
| 4 | PEGA |
Pegasystems Inc
|
9,242 | $276,982 | |
| 5 | ZM |
Zoom Communications, Inc.
This page
|
2,650 | $228,721 | |
| 6 | NATL |
NCR Atleos Corp
|
4,333 | $188,095 | |
| 7 | PAYX |
Paychex Inc
|
1,487 | $146,216 | |
| 8 | INTU |
Intuit Inc.
|
560 | $146,160 |
All Filings in ZM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,721 | 2,650 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $211,827 | 2,635 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $414,537 | 4,804 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $327,126 | 4,195 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $437,087 | 5,925 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $913,868 | 11,198 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $170,444 | 2,444 | Shares | Sole | 2024-11-05 | |
| 2021-09-30 | $26,150 | 100 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $38,703 | 100 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $32,129 | 100 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $33,732 | 100 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||