Position in ZM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,852,793
+$302,276 QoQ
Shares Held
72,805
+13.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 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 Mar 31, 2026Integrated Wealth Concepts LLC holds $87,098,216 across 43 Software - Application names. ZM ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
167,314 | $17,492,678 | |
| 2 | KVYO |
Klaviyo, Inc.
|
429,820 | $8,364,297 | |
| 3 | CRM |
Salesforce, Inc.
|
38,729 | $7,229,542 | |
| 4 | UBER |
Uber Technologies, Inc
|
97,467 | $7,010,801 | |
| 5 | ZM |
Zoom Communications, Inc.
This page
|
72,805 | $5,852,793 | |
| 6 | SHOP |
Shopify Inc.
|
46,835 | $5,555,567 | |
| 7 | ADBE |
Adobe Inc.
|
20,728 | $5,038,562 | |
| 8 | SNOW |
Snowflake Inc.
|
18,767 | $2,830,438 |
All Filings in ZM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||