Position in ZM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$9,753
-$376 QoQ
Shares Held
113
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#729
of 861 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Grove Bank & Trust holds $7,048,951 across 28 Software - Application names. ZM ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
20,730 | $2,366,951 | |
| 2 | UBER |
Uber Technologies, Inc
|
17,383 | $1,254,356 | |
| 3 | CRM |
Salesforce, Inc.
|
6,173 | $967,062 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,119 | $606,395 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
882 | $331,032 | |
| 6 | ADBE |
Adobe Inc.
|
1,542 | $316,140 | |
| 7 | INTU |
Intuit Inc.
|
804 | $209,844 | |
| 8 | ADP |
Automatic Data Processing Inc
|
903 | $202,226 |
All Filings in ZM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,753 | 113 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $10,129 | 126 | Shares | Sole | 2026-04-08 | |
| 2023-09-30 | $7,413 | 106 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $1,550 | 21 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1 | 21 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||