Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,750,613
-$999,500 QoQ
Shares Held
31,869
-31.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#272
of 861 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Kerrisdale Advisers, LLC holds $14,993,874 across 10 Software - Application names. ZM ranks #1 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
31,869 | $2,750,613 | |
| 2 | ADEA |
Adeia Inc.
|
77,055 | $2,537,421 | |
| 3 | APPF |
Appfolio Inc
|
13,904 | $2,229,506 | |
| 4 | DT |
Dynatrace, Inc.
|
42,205 | $1,853,221 | |
| 5 | KVYO |
Klaviyo, Inc.
|
91,120 | $1,375,912 | |
| 6 | UBER |
Uber Technologies, Inc
|
18,960 | $1,368,153 | |
| 7 | HUBS |
Hubspot Inc
|
6,085 | $1,110,573 | |
| 8 | FIG |
Figma, Inc.
|
45,525 | $823,547 |
All Filings in ZM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750,613 | 31,869 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,750,113 | 46,649 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,261,675 | 37,799 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,336,017 | 64,679 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,043,668 | 64,679 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,340,553 | 58,839 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,087,763 | 50,089 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,292,919 | 90,234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,157,476 | 104,029 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,697,744 | 102,459 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,588,230 | 105,524 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,200,740 | 88,658 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,130,215 | 163,969 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,706,296 | 90,822 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,466,821 | 80,703 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,244,093 | 275,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,371,759 | 68,276 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,014,949 | 17,188 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,155,039 | 49,780 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||