Position in ZM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,833
+$10 QoQ
Shares Held
56
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#757
of 861 holders
Holding Since
Mar 2020
12 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, 2026Clearstead Trust, LLC holds $6,126,741 across 21 Software - Application names. ZM ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
14,838 | $3,322,970 | |
| 2 | UBER |
Uber Technologies, Inc
|
16,767 | $1,209,906 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,986 | $745,385 | |
| 4 | CRM |
Salesforce, Inc.
|
1,953 | $305,956 | |
| 5 | INTU |
Intuit Inc.
|
982 | $256,302 | |
| 6 | FICO |
Fair Isaac Corp
|
84 | $100,361 | |
| 7 | SAP |
Sap SE
|
268 | $41,301 | |
| 8 | ADSK |
Autodesk, Inc.
|
203 | $39,467 |
All Filings in ZM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,833 | 56 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,823 | 60 | Shares | Sole | 2026-05-06 | |
| 2023-09-30 | $6,994 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,788 | 100 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,384 | 100 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,774 | 100 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $7,359 | 100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,797 | 100 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,723 | 100 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,391 | 100 | Shares | Sole | 2022-02-09 | |
| 2020-06-30 | $18,254 | 72 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $22,940 | 157 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||