Strategic Global Advisors, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1580212 NEWPORT BEACH, CA

Position in ZM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,947,608

-$170,552 QoQ

Shares Held

24,227

-1.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Technology · as of Jun 30, 2026

Strategic Global Advisors, LLC holds $8,976,549 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	FICO	Fair Isaac Corp	3,640	$4,348,999
2	DOCU	Docusign, Inc.	33,796	$1,501,218
3	PEGA	Pegasystems Inc	38,930	$1,166,732
4	ADBE	Adobe Inc.	4,861	$996,602
5	RSKD	Riskified Ltd.	183,000	$922,320
6	GRAB	Grab Holdings Ltd	10,790	$40,678

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,947,608	24,227	-1.3%	Shares	Sole	2026-05-15
2025-12-31	$2,118,160	24,547	-2.1%	Shares	Sole	2026-02-13
2025-09-30	$2,068,027	25,067	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,954,724	25,067	+7.5%	Shares	Sole	2025-08-14
2025-03-31	$1,720,832	23,327	-3.3%	Shares	Sole	2025-05-15
2024-12-31	$1,968,269	24,118	+5.8%	Shares	Sole	2025-02-14
2024-09-30	$1,589,793	22,796	-1.0%	Shares	Sole	2024-11-14
2024-06-30	$1,362,435	23,018	+2.0%	Shares	Sole	2024-08-14
2024-03-31	$1,475,662	22,574	-2.6%	Shares	Sole	2024-05-15
2023-12-31	$1,667,449	23,188	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.