Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,320,616
-$1,454,254 QoQ
Shares Held
189,093
-14.5% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#116
of 860 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 9%
Shared 17%
None 74%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cerity Partners LLC holds $808,116,666 across 93 Software - Application names. ZM ranks #15 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,175,117 | $84,796,442 | |
| 2 | NOW |
ServiceNow, Inc.
|
604,392 | $60,004,037 | |
| 3 | CRM |
Salesforce, Inc.
|
380,070 | $59,541,765 | |
| 4 | ADP |
Automatic Data Processing Inc
|
246,431 | $55,188,221 | |
| 5 | DDOG |
Datadog, Inc.
|
192,403 | $50,094,044 | |
| 6 | PAYX |
Paychex Inc
|
476,046 | $46,809,602 | |
| 7 | INTU |
Intuit Inc.
|
160,046 | $41,772,006 | |
| 8 | ADBE |
Adobe Inc.
|
197,288 | $40,447,984 |
All Filings in ZM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,320,616 | 189,093 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $17,774,870 | 221,108 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $60,763,950 | 704,183 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $19,098,172 | 231,493 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,929,754 | 140,161 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,815,024 | 133,049 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,166,761 | 112,324 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,448,439 | 92,464 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,504,017 | 25,410 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,031,438 | 31,076 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,155,881 | 16,074 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $1,089,805 | 15,582 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $495,048 | 7,293 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $186,889 | 2,531 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $316,210 | 4,668 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $261,097 | 3,548 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $385,776 | 3,573 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $206,207 | 1,759 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $420,234 | 2,285 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $547,058 | 2,092 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $763,223 | 1,972 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $333,609 | 989 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $455,536 | 969 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||