Position in ZM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$8,344,882
+$1,371,532 QoQ
Shares Held
96,685
+11.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#175
of 861 holders
Holding Since
Mar 2024
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, 2026CWA Asset Management Group, LLC holds $41,651,621 across 18 Software - Application names. ZM ranks #1 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
96,685 | $8,344,882 | |
| 2 | ADSK |
Autodesk, Inc.
|
39,651 | $7,708,947 | |
| 3 | ADBE |
Adobe Inc.
|
17,044 | $3,494,360 | |
| 4 | ADEA |
Adeia Inc.
|
84,588 | $2,785,482 | |
| 5 | YOU |
Clear Secure, Inc.
|
49,559 | $2,761,923 | |
| 6 | INTU |
Intuit Inc.
|
8,029 | $2,095,569 | |
| 7 | LYFT |
Lyft, Inc.
|
138,827 | $2,028,262 | |
| 8 | RNG |
RingCentral, Inc.
|
49,046 | $1,911,813 |
All Filings in ZM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,344,882 | 96,685 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,973,350 | 86,744 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,383,130 | 73,973 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,538,555 | 67,134 | Shares | Sole | 2025-10-22 | |
| 2024-03-31 | $871,382 | 13,330 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||