Position in ZM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$677,187
New position
Shares Held
7,846
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#450
of 861 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 89%
Shared 0%
None 11%
Position in Software - Application
Technology · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $5,786,221 across 13 Software - Application names. ZM ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
3,916 | $761,348 | |
| 2 | ZM |
Zoom Communications, Inc.
This page
|
7,846 | $677,187 | |
| 3 | INTU |
Intuit Inc.
|
2,480 | $647,280 | |
| 4 | CRM |
Salesforce, Inc.
|
3,459 | $541,886 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,433 | $537,833 | |
| 6 | DDOG |
Datadog, Inc.
|
1,856 | $483,227 | |
| 7 | UBER |
Uber Technologies, Inc
|
6,423 | $463,483 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,748 | $391,463 |
All Filings in ZM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,187 | 7,846 | Shares | Other | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||