Position in ZM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$445,273
+$89,548 QoQ
Shares Held
5,159
+16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#510
of 861 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $166,064,763 across 30 Software - Application names. ZM ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
271,679 | $69,142,305 | |
| 2 | ADP |
Automatic Data Processing Inc
|
152,174 | $34,079,367 | |
| 3 | CRM |
Salesforce, Inc.
|
133,602 | $20,930,089 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
97,461 | $6,047,455 | |
| 5 | UBER |
Uber Technologies, Inc
|
81,136 | $5,854,773 | |
| 6 | NOW |
ServiceNow, Inc.
|
48,414 | $4,806,541 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
11,383 | $4,272,267 | |
| 8 | INTU |
Intuit Inc.
|
13,119 | $3,424,059 |
All Filings in ZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,273 | 5,159 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $355,725 | 4,425 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,388,751 | 16,094 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $745,644 | 9,562 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $666,290 | 9,032 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $743,956 | 9,116 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $610,992 | 8,761 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||