Position in ZM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,486,702
+$1,633,909 QoQ
Shares Held
86,742
+19.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#185
of 867 holders
Holding Since
Jun 2020
19 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, 2026Integrated Wealth Concepts LLC holds $102,661,288 across 139 Software - Application names. ZM ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
238,407 | $23,669,046 | |
| 2 | UBER |
Uber Technologies, Inc
|
108,316 | $7,816,082 | |
| 3 | ZM |
Zoom Communications, Inc.
This page
|
86,742 | $7,486,702 | |
| 4 | KVYO |
Klaviyo, Inc.
|
435,581 | $6,577,273 | |
| 5 | SHOP |
Shopify Inc.
|
57,168 | $6,527,442 | |
| 6 | CRM |
Salesforce, Inc.
|
36,398 | $5,702,110 | |
| 7 | SNOW |
Snowflake Inc.
|
19,550 | $4,975,475 | |
| 8 | ADBE |
Adobe Inc.
|
20,172 | $4,135,663 |
All Filings in ZM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,486,702 | 86,742 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,852,793 | 72,805 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,550,517 | 64,324 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,484,352 | 66,477 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,352,641 | 17,346 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $651,315 | 8,829 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,004,684 | 49,071 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,292,634 | 47,213 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $285,059 | 4,816 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $312,860 | 4,786 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $254,489 | 3,539 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $220,690 | 2,044 | Shares | Other | 2022-08-08 | |
| 2021-12-31 | $291,313 | 1,584 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $367,930 | 1,407 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $460,178 | 1,189 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $250,927 | 781 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $218,920 | 649 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $330,017 | 702 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $237,059 | 935 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||