Steward Partners Investment Advisory, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1723397
STAMFORD, CT
Position in ZM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$261,778
+$94,567 QoQ
Shares Held
3,033
+45.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#585
of 860 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $135,269,232 across 89 Software - Application names. ZM ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
473,715 | $34,183,274 | |
| 2 | CRM |
Salesforce, Inc.
|
180,521 | $28,280,419 | |
| 3 | ADP |
Automatic Data Processing Inc
|
60,377 | $13,521,429 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
32,031 | $12,021,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
115,761 | $11,492,752 | |
| 6 | ADBE |
Adobe Inc.
|
30,789 | $6,312,360 | |
| 7 | SHOP |
Shopify Inc.
|
48,093 | $5,491,258 | |
| 8 | PAYX |
Paychex Inc
|
43,358 | $4,263,392 |
All Filings in ZM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,778 | 3,033 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $167,211 | 2,080 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $122,272 | 1,417 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $61,627 | 747 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $76,576 | 982 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $72,442 | 982 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $96,381 | 1,181 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $91,359 | 1,310 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $82,333 | 1,391 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $108,448 | 1,659 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $202,714 | 2,819 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $163,799 | 2,342 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $154,562 | 2,277 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $201,509 | 2,729 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $131,483 | 1,941 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $234,604 | 3,188 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $343,560 | 3,182 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $408,781 | 3,487 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,212,334 | 6,592 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,048,329 | 7,833 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,678,117 | 14,671 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,167,919 | 9,860 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,001,810 | 8,899 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,896,195 | 10,415 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,907,596 | 11,468 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,796,107 | 12,292 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||