Position in ZM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,867,489
+$1,812,609 QoQ
Shares Held
21,637
+95.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 861 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $145,470,364 across 86 Software - Application names. ZM ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,658 | $21,198,659 | |
| 2 | UBER |
Uber Technologies, Inc
|
255,446 | $18,432,983 | |
| 3 | NOW |
ServiceNow, Inc.
|
150,324 | $14,924,166 | |
| 4 | CRM |
Salesforce, Inc.
|
90,082 | $14,112,246 | |
| 5 | SHOP |
Shopify Inc.
|
88,161 | $10,066,222 | |
| 6 | INTU |
Intuit Inc.
|
26,904 | $7,021,944 | |
| 7 | SNOW |
Snowflake Inc.
|
26,076 | $6,636,342 | |
| 8 | MSTR |
Strategy Inc
|
73,145 | $6,205,575 |
All Filings in ZM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,867,489 | 21,637 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $54,880 | 11,067 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,300,735 | 15,074 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $910,140 | 11,032 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $784,712 | 10,063 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $590,823 | 8,009 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $559,518 | 6,856 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $441,802 | 6,335 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $353,719 | 5,976 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $578,982 | 8,857 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $416,071 | 5,786 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $543,993 | 7,778 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $485,002 | 7,145 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $162,374 | 2,199 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $250,299 | 3,695 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $295,405 | 2,736 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $568,833 | 3,093 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $359,562 | 1,375 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $478,369 | 1,236 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $361,129 | 1,124 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $556,240 | 1,649 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,845,651 | 3,926 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $799,665 | 3,154 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $460,278 | 3,150 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||