MISSION WEALTH MANAGEMENT, LP
Position in ZM — Zoom Communications, Inc.
CIK 1645382
Santa Barbara, CA
Position in ZM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$810,364
+$247,715 QoQ
Shares Held
9,389
+34.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#424
of 861 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$116,109
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. ZM ranks #13 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
37,028 | $8,292,420 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
12,056 | $4,524,857 | |
| 3 | CRM |
Salesforce, Inc.
|
17,471 | $2,737,006 | |
| 4 | SHOP |
Shopify Inc.
|
23,152 | $2,643,495 | |
| 5 | NOW |
ServiceNow, Inc.
|
26,193 | $2,600,441 | |
| 6 | INTU |
Intuit Inc.
|
8,949 | $2,335,689 | |
| 7 | APPF |
Appfolio Inc
|
14,067 | $2,255,643 | |
| 8 | ADBE |
Adobe Inc.
|
7,340 | $1,504,846 |
All Filings in ZM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,364 | 9,389 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $562,649 | 6,999 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $668,143 | 7,743 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $523,957 | 6,351 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $535,410 | 6,866 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $508,644 | 6,895 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $604,730 | 7,410 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $526,606 | 7,551 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $525,074 | 8,871 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $838,174 | 12,822 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $850,263 | 11,824 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $835,713 | 11,949 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $815,306 | 12,011 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $891,765 | 12,077 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $819,247 | 12,094 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $927,601 | 12,605 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,359,558 | 12,592 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,107,002 | 9,443 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $312,492 | 1,195 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $116,109 | 300 | Put | Sole | 2021-08-10 | |
| 2021-06-30 | $460,178 | 1,189 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $397,757 | 1,238 | Shares | Sole | 2021-05-10 | |
| 2021-03-31 | $96,387 | 300 | Call | Sole | 2021-05-10 | |
| 2020-12-31 | $422,999 | 1,254 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $600,330 | 1,277 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $283,964 | 1,120 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $293,116 | 2,006 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||