UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1463217 IRVING, TX

Position in ZM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$411,698

+$40,940 QoQ

Shares Held

4,770

+3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#525

of 861 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. ZM ranks #27 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	285,921	$28,386,236
2	NAVN	Navan, Inc.	830,393	$18,991,087
3	SNOW	Snowflake Inc.	70,211	$17,868,699
4	UBER	Uber Technologies, Inc	186,774	$13,477,611
5	CRM	Salesforce, Inc.	79,316	$12,425,644
6	ADP	Automatic Data Processing Inc	41,538	$9,302,435
7	INTU	Intuit Inc.	29,044	$7,580,484
8	ROP	Roper Technologies Inc	21,314	$7,212,444

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,698	4,770	+3.4%	Shares	Defined	2026-08-17
2026-03-31	$370,758	4,612	+28.3%	Shares	Defined	2026-05-15
2025-12-31	$310,126	3,594	+92.8%	Shares	Defined	2026-02-17
2021-12-31	$342,808	1,864	-4.2%	Shares	Defined	2022-02-14
2021-09-30	$508,617	1,945	-60.0%	Shares	Defined	2021-11-15
2021-06-30	$1,881,739	4,862	+5.5%	Shares	Defined	2021-08-13
2021-03-31	$1,480,504	4,608	+2.0%	Shares	Defined	2021-05-14
2020-12-31	$1,523,337	4,516	+125.6%	Shares	Defined	2021-02-17
2020-09-30	$941,160	2,002	+22.7%	Shares	Defined	2020-11-13
2020-06-30	$413,523	1,631	+18.0%	Shares	Defined	2020-08-13
2020-03-31	$201,937	1,382	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.