Position in ZM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,833,298
+$757,428 QoQ
Shares Held
113,930
+0.9% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#164
of 865 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Focus Partners Wealth holds $721,540,045 across 66 Software - Application names. ZM ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
997,437 | $156,258,480 | |
| 2 | NOW |
ServiceNow, Inc.
|
984,634 | $97,754,463 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,250,165 | $90,211,906 | |
| 4 | FICO |
Fair Isaac Corp
|
58,900 | $70,372,542 | |
| 5 | ADP |
Automatic Data Processing Inc
|
193,798 | $43,401,062 | |
| 6 | INTU |
Intuit Inc.
|
118,380 | $30,897,180 | |
| 7 | ADBE |
Adobe Inc.
|
149,964 | $30,745,619 | |
| 8 | ROP |
Roper Technologies Inc
|
68,647 | $23,229,458 |
All Filings in ZM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,833,298 | 113,930 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,075,870 | 112,898 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,667,285 | 146,799 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,718,387 | 81,435 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,802,554 | 61,587 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,041,494 | 95,452 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $8,643,641 | 105,914 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $5,571,807 | 79,894 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,474,304 | 24,908 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,619,345 | 24,772 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||