GenTrust, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1697110 MIAMI, FL

Back to ZM Full portfolio

Position in ZM

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$369,713

-$268,574 QoQ

Shares Held

4,599

-37.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ZM Over Time

Shares Held

Position Value (USD)

Derivatives in ZM

reported options exposure · as of Dec 31, 2020

CallValue

CallShares

PutValue

$6,746,400

PutShares

20,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

GenTrust, LLC holds $3,887,062 across 2 Software - Application names.

#	Ticker	Company	Shares	Value (USD)	Open
1	U	Unity Software Inc.	106,156	$3,033,938
2	FIG	Figma, Inc.	47,160	$853,124

All Filings in ZM

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$369,713	4,599	-37.8%	Shares	Sole	2026-04-27
2025-12-31	$638,287	7,397	+204.4%	Shares	Sole	2026-02-02
2025-09-30	$200,475	2,430	-87.8%	Shares	Sole	2025-11-07
2020-12-31	$6,746,400	20,000	—	Put	Sole	2021-02-16
2020-09-30	$9,402,200	20,000	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.