Position in ZM
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$1,482,719
+$477,362 QoQ
Shares Held
17,179
+37.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#344
of 865 holders
Holding Since
Sep 2020
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, 2026Rehmann Capital Advisory Group holds $10,201,772 across 13 Software - Application names. ZM ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
25,143 | $1,560,123 | |
| 2 | ADBE |
Adobe Inc.
|
7,376 | $1,512,227 | |
| 3 | ZM |
Zoom Communications, Inc.
This page
|
17,179 | $1,482,719 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
2,614 | $981,086 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,122 | $923,121 | |
| 6 | PAYX |
Paychex Inc
|
7,234 | $711,319 | |
| 7 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 8 | SAP |
Sap SE
|
3,377 | $520,429 |
All Filings in ZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,482,719 | 17,179 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $1,005,357 | 12,506 | Shares | Sole | 2026-05-15 | |
| 2021-12-31 | $226,025 | 1,229 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $212,479 | 549 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $419,283 | 1,305 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $281,999 | 836 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $533,574 | 1,135 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||