Position in ZM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,321,406
+$140,719 QoQ
Shares Held
15,310
+4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#356
of 861 holders
Holding Since
Mar 2020
26 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, 2026Allworth Financial LP holds $70,904,430 across 134 Software - Application names. ZM ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
141,637 | $31,719,606 | |
| 2 | CRM |
Salesforce, Inc.
|
39,089 | $6,123,681 | |
| 3 | SNOW |
Snowflake Inc.
|
14,370 | $3,657,165 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
8,588 | $3,223,248 | |
| 5 | NOW |
ServiceNow, Inc.
|
32,043 | $3,181,229 | |
| 6 | UBER |
Uber Technologies, Inc
|
29,582 | $2,134,637 | |
| 7 | SHOP |
Shopify Inc.
|
17,693 | $2,020,186 | |
| 8 | PAYX |
Paychex Inc
|
19,999 | $1,966,501 |
All Filings in ZM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321,406 | 15,310 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,180,687 | 14,687 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,497,131 | 17,350 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $272,167 | 3,299 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $112,759 | 1,446 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $52,671 | 714 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $55,739 | 683 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $41,216 | 591 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $24,326 | 411 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $39,940 | 611 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $24,017 | 334 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $39,165 | 560 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $18,870 | 278 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $43,344 | 587 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $23,505 | 347 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $30,466 | 414 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $95,769 | 887 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $35,286 | 301 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $75,770 | 412 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $81,065 | 310 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $105,272 | 272 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $123,054 | 383 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $114,351 | 339 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $159,367 | 339 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $76,315 | 301 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $10,959 | 75 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||