Legacy Financial Advisors, Inc.
Position in ZM — Zoom Communications, Inc.
CIK 1730810
COVINGTON, KY
Position in ZM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$485,321
+$29,189 QoQ
Shares Held
5,623
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#506
of 861 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $9,391,865 across 17 Software - Application names. ZM ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,125 | $2,056,162 | |
| 2 | SHOP |
Shopify Inc.
|
11,309 | $1,291,261 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,074 | $688,422 | |
| 4 | ADBE |
Adobe Inc.
|
3,260 | $668,365 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,422 | $665,305 | |
| 6 | ROP |
Roper Technologies Inc
|
1,743 | $589,813 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,455 | $546,090 | |
| 8 | ZM |
Zoom Communications, Inc.
This page
|
5,623 | $485,321 |
All Filings in ZM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,321 | 5,623 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $456,132 | 5,674 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $722,678 | 8,375 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $417,615 | 5,062 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $311,920 | 4,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $295,080 | 4,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $326,440 | 4,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $278,960 | 4,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,760 | 4,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $261,480 | 4,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $287,640 | 4,000 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $586,150 | 5,000 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||