Perigon Wealth Management, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in ZM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,038,913
+$236,059 QoQ
Shares Held
12,037
+20.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#388
of 861 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,924,582 across 25 Software - Application names. ZM ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
36,566 | $5,728,429 | |
| 2 | NOW |
ServiceNow, Inc.
|
54,637 | $5,424,361 | |
| 3 | UBER |
Uber Technologies, Inc
|
50,584 | $3,650,141 | |
| 4 | ADP |
Automatic Data Processing Inc
|
12,253 | $2,744,059 | |
| 5 | SNOW |
Snowflake Inc.
|
8,997 | $2,289,736 | |
| 6 | SAP |
Sap SE
|
9,477 | $1,460,500 | |
| 7 | INTU |
Intuit Inc.
|
5,039 | $1,315,179 | |
| 8 | CHYM |
Chime Financial, Inc.
|
57,137 | $1,170,165 |
All Filings in ZM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,038,913 | 12,037 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $802,854 | 9,987 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,367,782 | 15,851 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,208,542 | 14,649 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $851,697 | 10,922 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $788,306 | 10,686 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $889,304 | 10,897 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $767,070 | 10,999 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $329,275 | 4,579 | Shares | Sole | 2024-01-29 | |
| 2022-06-30 | $237,534 | 2,200 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $241,611 | 2,061 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $485,338 | 2,639 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $685,130 | 2,620 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $986,926 | 2,550 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $871,659 | 2,713 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $995,768 | 2,952 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,530,208 | 3,255 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,009,596 | 3,982 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $546,342 | 3,739 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||