KESTRA PRIVATE WEALTH SERVICES, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1649451
AUSTIN, TX
Position in ZM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$275,328
-$105,238 QoQ
Shares Held
3,190
-32.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#578
of 860 holders
Holding Since
Jun 2022
8 quarters on record
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $66,645,809 across 28 Software - Application names. ZM ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
174,012 | $12,556,705 | |
| 2 | CRM |
Salesforce, Inc.
|
66,761 | $10,458,778 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,896 | $6,716,726 | |
| 4 | ADP |
Automatic Data Processing Inc
|
26,980 | $6,042,171 | |
| 5 | SHOP |
Shopify Inc.
|
44,719 | $5,106,015 | |
| 6 | DDOG |
Datadog, Inc.
|
14,197 | $3,696,330 | |
| 7 | INTU |
Intuit Inc.
|
14,085 | $3,676,185 | |
| 8 | MSTR |
Strategy Inc
|
33,625 | $2,923,021 |
All Filings in ZM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,328 | 3,190 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $380,566 | 4,734 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $991,040 | 11,485 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $249,727 | 3,027 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $355,042 | 4,553 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $308,211 | 4,178 | Shares | Sole | 2025-05-05 | |
| 2023-12-31 | $787,198 | 10,947 | Shares | Sole | 2024-02-05 | |
| 2022-06-30 | $215,832 | 1,999 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||