Position in ZM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$441,216
+$120,466 QoQ
Shares Held
5,112
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#512
of 860 holders
Holding Since
Mar 2020
13 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 Jun 30, 2026CallValue
$345,240
CallShares
4,000
PutValue
$0
PutShares
0
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, 2026Avestar Capital, LLC holds $25,329,957 across 16 Software - Application names. ZM ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
119,347 | $11,848,770 | |
| 2 | SHOP |
Shopify Inc.
|
16,923 | $1,932,268 | |
| 3 | SNOW |
Snowflake Inc.
|
6,649 | $1,692,170 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
3,900 | $1,463,748 | |
| 5 | UBER |
Uber Technologies, Inc
|
15,717 | $1,134,138 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,809 | $1,076,975 | |
| 7 | CRM |
Salesforce, Inc.
|
6,137 | $961,422 | |
| 8 | ADBE |
Adobe Inc.
|
4,603 | $943,707 |
All Filings in ZM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,216 | 5,112 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $345,240 | 4,000 | Call | Sole | 2026-07-29 | |
| 2024-06-30 | $320,750 | 5,419 | Shares | Sole | 2024-08-08 | |
| 2022-09-30 | $218,709 | 2,972 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $459,412 | 4,255 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,148,619 | 9,798 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,758,731 | 9,563 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,828,907 | 10,818 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,064,674 | 13,086 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,155,710 | 9,822 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,775,468 | 8,228 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,844,559 | 8,178 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,151,286 | 8,485 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,154,640 | 7,902 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||