Position in ZM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$371,219
+$88,102 QoQ
Shares Held
4,301
+31.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#541
of 865 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Mar 31, 2023CallValue
$11,814
CallShares
160
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, 2026West Family Investments, Inc. holds $6,294,647 across 15 Software - Application names. ZM ranks #9 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,051 | $683,271 | |
| 2 | SAP |
Sap SE
|
4,255 | $655,738 | |
| 3 | INTU |
Intuit Inc.
|
2,211 | $577,071 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
8,971 | $556,650 | |
| 5 | SHOP |
Shopify Inc.
|
4,378 | $499,880 | |
| 6 | SNOW |
Snowflake Inc.
|
1,870 | $475,915 | |
| 7 | UBER |
Uber Technologies, Inc
|
6,062 | $437,433 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,202 | $417,174 |
All Filings in ZM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,219 | 4,301 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $283,117 | 3,281 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $231,660 | 2,808 | Shares | Sole | 2025-11-12 | |
| 2023-12-31 | $1,176,088 | 16,355 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,143,868 | 16,355 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,110,177 | 16,355 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,205,585 | 16,327 | Shares | Sole | 2023-05-03 | |
| 2023-03-31 | $11,814 | 160 | Call | Sole | 2023-05-03 | |
| 2022-12-31 | $1,083,840 | 16,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,180,751 | 16,045 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,978,226 | 18,322 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,948,597 | 16,622 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $201,933 | 1,098 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $399,027 | 1,031 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||