Chicago Partners Investment Group LLC
Position in ZM — Zoom Communications, Inc.
CIK 1563525
CHICAGO, IL
Position in ZM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,956,561
+$686,882 QoQ
Shares Held
22,669
+43.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#308
of 856 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Mar 31, 2026CallValue
$8,039
CallShares
100
PutValue
$0
PutShares
0
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, 2026Chicago Partners Investment Group LLC holds $44,447,725 across 46 Software - Application names. ZM ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
12,797 | $3,340,017 | |
| 2 | SNOW |
Snowflake Inc.
|
9,563 | $2,433,783 | |
| 3 | PAYX |
Paychex Inc
|
22,187 | $2,181,647 | |
| 4 | ZM |
Zoom Communications, Inc.
This page
|
22,669 | $1,956,561 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,237 | $1,844,676 | |
| 6 | TEAM |
Atlassian Corp
|
23,546 | $1,831,643 | |
| 7 | DDOG |
Datadog, Inc.
|
6,702 | $1,744,932 | |
| 8 | SHOP |
Shopify Inc.
|
15,276 | $1,744,213 |
All Filings in ZM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,956,561 | 22,669 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,269,679 | 15,794 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $8,039 | 100 | Call | Sole | 2026-05-04 | |
| 2025-12-31 | $1,942,819 | 22,515 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,446,885 | 17,538 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $583,602 | 7,484 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $286,596 | 3,885 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $322,033 | 3,946 | Shares | Sole | 2025-01-24 | |
| 2023-06-30 | $198,413 | 2,923 | Shares | Sole | 2023-08-08 | |
| 2021-12-31 | $614,995 | 3,344 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,086,009 | 4,153 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,441,299 | 3,724 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,079,855 | 3,361 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,170,500 | 3,470 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,121,682 | 2,386 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $575,535 | 2,270 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $226,486 | 1,550 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||