OSAIC HOLDINGS, INC.

Position in ZM — Zoom Communications, Inc.

CIK 1677044 SCOTTSDALE, AZ

Back to ZM Full portfolio

Position in ZM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,933,772

+$169,294 QoQ

Shares Held

22,405

+2.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#310

of 860 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Common Shares in ZM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $450,275,326 across 168 Software - Application names. ZM ranks #28 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	947,146	$68,346,052
2	SHOP	Shopify Inc.	493,085	$56,300,443
3	CRM	Salesforce, Inc.	248,459	$38,923,585
4	NOW	ServiceNow, Inc.	368,056	$36,540,597
5	ADP	Automatic Data Processing Inc	113,902	$25,508,351
6	SNOW	Snowflake Inc.	73,393	$18,678,518
7	DDOG	Datadog, Inc.	67,865	$17,669,329
8	IDCC	InterDigital, Inc.	61,690	$17,466,288

All Filings in ZM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,933,772	22,405	+2.1%	Shares	Defined	2026-08-14
2026-03-31	$1,764,478	21,949	-8.0%	Shares	Defined	2026-05-15
2025-12-31	$2,057,670	23,846	-7.7%	Shares	Defined	2026-02-17
2025-09-30	$2,131,634	25,838	+6.2%	Shares	Defined	2025-11-14
2025-06-30	$1,897,096	24,328	-11.7%	Shares	Defined	2025-09-04
2025-03-31	$2,031,846	27,543	-3.3%	Shares	Defined	2025-05-12
2024-12-31	$2,324,250	28,480	+22.2%	Shares	Defined	2025-06-06
2024-09-30	$1,624,939	23,300	-23.1%	Shares	Defined	2024-11-13
2024-06-30	$1,794,104	30,311	-33.3%	Shares	Defined	2024-08-13
2024-03-31	$2,972,697	45,475	-21.7%	Shares	Defined	2024-05-10
2023-12-31	$4,177,823	58,098	-1.1%	Shares	Defined	2024-02-12
2023-09-30	$4,110,230	58,768	+15.8%	Shares	Defined	2023-11-13
2023-06-30	$3,445,855	50,764	-18.5%	Shares	Sole	2023-08-21
2023-03-31	$4,601,777	62,321	+7.2%	Shares	Sole	2023-05-12
2022-12-31	$3,937,925	58,133	+41.6%	Shares	Defined	2023-02-10
2022-09-30	$3,021,968	41,065	-6.5%	Shares	Defined	2022-11-14
2022-06-30	$4,741,498	43,915	+9.4%	Shares	Defined	2022-08-10
2022-03-31	$4,706,428	40,147	-6.0%	Shares	Defined	2022-05-04
2021-12-31	$7,851,299	42,691	-40.6%	Shares	Defined	2022-02-03
2021-09-30	$18,782,236	71,825	-10.6%	Shares	Defined	2021-11-05
2021-06-30	$31,091,277	80,333	-12.3%	Shares	Defined	2021-08-02
2021-03-31	$29,427,268	91,591	+33.7%	Shares	Defined	2021-05-13
2020-12-31	$23,102,704	68,489	-10.2%	Shares	Defined	2021-02-10
2020-09-30	$35,849,173	76,257	-12.7%	Shares	Defined	2020-11-12
2020-06-30	$22,141,390	87,329	-91.8%	Shares	Defined	2020-08-14
2020-03-31	$12,560,584	1,059,806	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.