Creative Planning

Position in ZM — Zoom Communications, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to ZM Full portfolio

Position in ZM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$14,395,040

+$4,740,523 QoQ

Shares Held

166,783

+38.9% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#128

of 865 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in ZM Over Time

Shares Held

Position Value (USD)

Derivatives in ZM

reported options exposure · as of Sep 30, 2022

CallValue

$22,077

CallShares

300

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

Creative Planning holds $804,282,438 across 108 Software - Application names. ZM ranks #18 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	236,839	$60,275,525
2	SHOP	Shopify Inc.	469,832	$53,645,417
3	CRM	Salesforce, Inc.	336,625	$52,735,671
4	NOW	ServiceNow, Inc.	500,297	$49,669,485
5	ADP	Automatic Data Processing Inc	185,212	$41,478,226
6	CDNS	Cadence Design Systems Inc	90,759	$34,063,667
7	PAYX	Paychex Inc	321,743	$31,636,988
8	UBER	Uber Technologies, Inc	420,860	$30,369,257

All Filings in ZM

Export CSV

39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,395,040	166,783	+38.9%	Shares	Defined	2026-08-13
2026-03-31	$9,654,517	120,096	-35.3%	Shares	Sole	2026-05-12
2025-12-31	$16,023,189	185,690	+88.0%	Shares	Defined	2026-02-17
2025-09-30	$8,148,030	98,764	+91.4%	Shares	Sole	2025-11-14
2025-06-30	$4,024,859	51,614	+20.5%	Shares	Sole	2025-08-08
2025-03-31	$3,160,011	42,836	+8.8%	Shares	Sole	2025-05-15
2024-12-31	$3,213,964	39,382	+14.1%	Shares	Defined	2025-02-14
2024-09-30	$2,407,563	34,522	+18.5%	Shares	Defined	2024-10-11
2024-06-30	$1,723,965	29,126	-9.7%	Shares	Defined	2024-08-15
2024-03-31	$2,109,097	32,264	+16.3%	Shares	Sole	2024-05-13
2023-12-31	$1,995,286	27,747	-5.9%	Shares	Defined	2024-02-14
2023-09-30	$2,061,551	29,476	+12.2%	Shares	Defined	2023-11-16
2023-06-30	$1,783,953	26,281	+1.7%	Shares	Sole	2023-07-21
2023-03-31	$1,907,951	25,839	-5.7%	Shares	Sole	2023-05-15
2022-12-31	$1,857,024	27,414	+1.1%	Shares	Sole	2023-02-10
2022-09-30	$1,995,466	27,116	-9.8%	Shares	Sole	2022-11-03
2022-09-30	$22,077	300	+200.0%	Call	Sole	2022-11-03
2022-06-30	$3,244,714	30,052	-24.4%	Shares	Sole	2022-08-15
2022-03-31	$4,662,119	39,769	-26.9%	Shares	Sole	2022-05-16
2021-12-31	$9,999,002	54,369	-7.9%	Shares	Sole	2022-02-11
2021-09-30	$15,443,928	59,059	-2.0%	Shares	Sole	2021-11-10
2021-06-30	$14,000	2,000	0.0%	Put	Sole	2021-08-04
2021-06-30	$3,000	100	-95.0%	Call	Sole	2021-08-04
2021-06-30	$23,330,554	60,281	-11.7%	Shares	Sole	2021-08-04
2021-03-31	$21,937,681	68,280	+5.0%	Shares	Sole	2021-04-30
2021-03-31	$425,677	2,000	+150.0%	Call	Sole	2021-04-30
2021-03-31	$87,000	2,000	-81.5%	Put	Sole	2021-04-30
2020-12-31	$238,124	800	-27.3%	Call	Sole	2021-01-29
2020-12-31	$21,934,907	65,027	-20.3%	Shares	Sole	2021-01-29
2020-12-31	$674,000	10,800	+800.0%	Put	Sole	2021-01-29
2020-09-30	$475,110	1,200	+20.0%	Put	Sole	2020-11-05
2020-09-30	$38,359,095	81,596	+46.1%	Shares	Sole	2020-11-05
2020-09-30	$377,088	1,100	+22.2%	Call	Sole	2020-11-05
2020-06-30	$253,540	1,000	-50.0%	Put	Sole	2020-07-23
2020-06-30	$14,155,898	55,833	-68.1%	Shares	Sole	2020-07-23
2020-06-30	$154,124	900	-70.0%	Call	Sole	2020-07-23
2020-03-31	$25,547,182	174,837	—	Shares	Sole	2020-05-05
2020-03-31	$152,120	2,000	—	Put	Sole	2020-05-05
2020-03-31	$314,852	3,000	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.