Summit Global Investments

Position in ZM — Zoom Communications, Inc.

CIK 1697953 BOUNTIFUL, UT

Position in ZM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$953,639

+$641,887 QoQ

Shares Held

11,049

+184.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#404

of 861 holders

Holding Since

Jun 2021

13 quarters on record

Technology · as of Jun 30, 2026

Summit Global Investments holds $14,087,297 across 17 Software - Application names. ZM ranks #6 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	13,227	$2,072,141
2	INTU	Intuit Inc.	5,732	$1,496,052
3	ADP	Automatic Data Processing Inc	6,512	$1,458,362
4	ADBE	Adobe Inc.	6,831	$1,400,491
5	ROP	Roper Technologies Inc	3,024	$1,023,291
6	ZM	Zoom Communications, Inc. This page	11,049	$953,639
7	CDNS	Cadence Design Systems Inc	2,291	$859,858
8	SPSC	Sps Commerce Inc	14,478	$827,707

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$953,639	11,049	+184.9%	Shares	Sole	2026-08-03
2026-03-31	$311,752	3,878	-78.4%	Shares	Sole	2026-05-07
2025-12-31	$1,547,697	17,936	-85.5%	Shares	Sole	2026-02-18
2025-09-30	$10,193,535	123,558	+604.9%	Shares	Sole	2025-11-03
2025-06-30	$1,366,911	17,529	-65.4%	Shares	Sole	2025-08-12
2025-03-31	$3,742,720	50,735	-5.7%	Shares	Sole	2025-04-07
2024-12-31	$4,392,903	53,828	-2.3%	Shares	Sole	2025-02-11
2024-09-30	$3,840,442	55,068	+4.7%	Shares	Sole	2024-10-31
2024-06-30	$3,112,446	52,584	-12.4%	Shares	Sole	2024-07-22
2024-03-31	$3,923,442	60,019	+1862.0%	Shares	Sole	2024-04-29
2023-12-31	$219,972	3,059	+5.0%	Shares	Sole	2024-02-06
2023-09-30	$203,665	2,912	-30.0%	Shares	Sole	2023-10-16
2021-06-30	$1,610,044	4,160	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.