Position in ZM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,128
+$5,003 QoQ
Shares Held
71
+407.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#751
of 865 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $29,726,190 across 56 Software - Application names. ZM ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
72,725 | $7,151,049 | |
| 2 | UBER |
Uber Technologies, Inc
|
53,028 | $3,826,500 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
9,592 | $3,600,069 | |
| 4 | ADP |
Automatic Data Processing Inc
|
15,133 | $3,389,035 | |
| 5 | SNOW |
Snowflake Inc.
|
12,201 | $3,105,154 | |
| 6 | SHOP |
Shopify Inc.
|
16,441 | $1,877,233 | |
| 7 | INTU |
Intuit Inc.
|
4,445 | $1,160,145 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
15,852 | $1,120,894 |
All Filings in ZM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,128 | 71 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,125 | 14 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,329 | 27 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $247 | 3 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $233 | 3 | Shares | Defined | 2025-07-15 | |
| 2024-12-31 | $408 | 5 | Shares | Defined | 2025-02-11 | |
| 2023-06-30 | $1,086 | 16 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $17,130 | 232 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $15,038 | 222 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $15,233 | 207 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $21,054 | 195 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $11,957 | 102 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,548 | 4 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,285 | 4 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $21,588 | 64 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $32,437 | 69 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||