Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$265,316
+$50,273 QoQ
Shares Held
3,074
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#583
of 861 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, 2026Larson Financial Group LLC holds $25,117,242 across 97 Software - Application names. ZM ranks #22 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANH |
Manhattan Associates Inc
|
30,350 | $4,226,237 | |
| 2 | UBER |
Uber Technologies, Inc
|
36,965 | $2,667,394 | |
| 3 | DDOG |
Datadog, Inc.
|
7,089 | $1,845,692 | |
| 4 | SHOP |
Shopify Inc.
|
15,432 | $1,762,025 | |
| 5 | NOW |
ServiceNow, Inc.
|
10,109 | $1,003,621 | |
| 6 | FICO |
Fair Isaac Corp
|
798 | $953,434 | |
| 7 | DOCU |
Docusign, Inc.
|
20,672 | $918,250 | |
| 8 | IDCC |
InterDigital, Inc.
|
3,147 | $891,010 |
All Filings in ZM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,316 | 3,074 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $215,043 | 2,675 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $168,610 | 1,954 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,127 | 547 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,214 | 785 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $32,163 | 436 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $30,848 | 378 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $36,683 | 526 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,837 | 521 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $126,817 | 1,940 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $32,359 | 450 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $189,887 | 2,715 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $146,756 | 2,162 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $145,538 | 1,971 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $126,470 | 1,867 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $260,950 | 3,546 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $230,947 | 2,139 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $70,572 | 602 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $107,955 | 587 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $33,995 | 130 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $64,246 | 166 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $60,402 | 188 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $67,126 | 199 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $88,380 | 188 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $38,538 | 152 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $48,219 | 330 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||