Position in ZM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,178,299
-$351,307 QoQ
Shares Held
39,536
-3.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Family Manage LLC holds $14,528,539 across 8 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
56,962 | $3,534,492 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
9,150 | $3,434,178 | |
| 3 | UBER |
Uber Technologies, Inc
|
45,215 | $3,262,714 | |
| 4 | ADP |
Automatic Data Processing Inc
|
13,221 | $2,960,842 | |
| 5 | SHOP |
Shopify Inc.
|
3,907 | $446,101 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,323 | $329,907 | |
| 7 | SNOW |
Snowflake Inc.
|
1,197 | $304,636 | |
| 8 | CRM |
Salesforce, Inc.
|
1,632 | $255,669 |
All Filings in ZM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,178,299 | 39,536 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,529,606 | 40,904 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,273,452 | 27,557 | Shares | Sole | 2025-11-13 | |
| 2020-09-30 | $534,985 | 1,138 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $252,525 | 996 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||