Merit Financial Group, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1621225 ALPHARETTA, GA

Position in ZM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,587,916

+$173,324 QoQ

Shares Held

29,984

-0.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#278

of 861 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Merit Financial Group, LLC holds $101,620,571 across 61 Software - Application names. ZM ranks #14 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	170,910	$19,514,499
2	ADP	Automatic Data Processing Inc	41,514	$9,297,054
3	CDNS	Cadence Design Systems Inc	17,236	$6,469,010
4	ADBE	Adobe Inc.	29,137	$5,973,662
5	CRM	Salesforce, Inc.	30,521	$4,781,415
6	SNOW	Snowflake Inc.	17,079	$4,346,604
7	DDOG	Datadog, Inc.	14,062	$3,661,178
8	PCTY	Paylocity Holding Corp	34,942	$3,652,485

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,587,916	29,984	-0.2%	Shares	Other	2026-07-20
2026-03-31	$2,414,592	30,036	-38.9%	Shares	Other	2026-04-15
2025-12-31	$4,243,136	49,173	+59.1%	Shares	Other	2026-01-26
2025-09-30	$2,550,486	30,915	+51.4%	Shares	Other	2025-11-07
2025-06-30	$1,592,819	20,426	+20.2%	Shares	Sole	2025-07-22
2025-03-31	$1,254,090	17,000	+29.5%	Shares	Sole	2025-04-09
2024-12-31	$1,071,620	13,131	+152.6%	Shares	Sole	2025-01-15
2024-06-30	$307,669	5,198	+19.9%	Shares	Sole	2024-08-13
2024-03-31	$283,378	4,335	+41.9%	Shares	Sole	2024-05-06
2023-09-30	$213,666	3,055	-21.7%	Shares	Sole	2023-11-07
2022-12-31	$264,321	3,902	-20.7%	Shares	Sole	2023-01-13
2022-09-30	$362,136	4,921	-3.9%	Shares	Sole	2022-10-31
2022-06-30	$552,698	5,119	+128.1%	Shares	Sole	2022-08-08
2022-03-31	$263,064	2,244	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.