Position in ZM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,055,300
+$376,516 QoQ
Shares Held
23,813
+14.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#306
of 865 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Circle Wealth Management, LLC holds $13,301,583 across 10 Software - Application names. ZM ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
12,395 | $3,154,527 | |
| 2 | ZM |
Zoom Communications, Inc.
This page
|
23,813 | $2,055,300 | |
| 3 | SHOP |
Shopify Inc.
|
16,897 | $1,929,299 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
4,446 | $1,668,672 | |
| 5 | WDAY |
Workday, Inc.
|
12,462 | $1,525,598 | |
| 6 | CRM |
Salesforce, Inc.
|
7,224 | $1,131,711 | |
| 7 | SAP |
Sap SE
|
5,629 | $867,485 | |
| 8 | UBER |
Uber Technologies, Inc
|
7,016 | $506,274 |
All Filings in ZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,055,300 | 23,813 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,678,784 | 20,883 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,390,563 | 16,115 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,329,487 | 16,115 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,168,608 | 14,986 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,504,244 | 20,391 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $551,846 | 6,762 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||