AFFINITY INVESTMENT ADVISORS, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1520601
NEWPORT BEACH, CA
Position in ZM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$951,656
+$86,772 QoQ
Shares Held
11,838
+18.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $1,105,048 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
17,809 | $1,105,048 |
All Filings in ZM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $951,656 | 11,838 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $864,884 | 10,023 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $792,825 | 9,610 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $693,242 | 8,890 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||