Position in ZM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$178,575
+$43,520 QoQ
Shares Held
2,069
+23.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#633
of 861 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. ZM ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in ZM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,575 | 2,069 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $135,055 | 1,680 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $278,371 | 3,226 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $115,582 | 1,401 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $91,470 | 1,173 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $31,868 | 432 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $61,452 | 753 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $49,864 | 715 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $32,199 | 544 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $30,070 | 460 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $24,808 | 345 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $20,422 | 292 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $36,180 | 533 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $33,449 | 453 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $180 | 2,316 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $348,816 | 4,740 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,295 | 12 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $147,358 | 1,257 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $171,955 | 935 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $180,696 | 691 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $185,387 | 479 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $160,645 | 500 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $306,286 | 908 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $528,403 | 1,124 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $233,003 | 919 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $99,799 | 683 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||