Position in ZM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$431
-$855 QoQ
Shares Held
5
-68.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#842
of 861 holders
Holding Since
Jun 2021
21 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, 2026West Branch Capital LLC holds $213,270 across 8 Software - Application names. ZM ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
426 | $66,737 | |
| 2 | ADBE |
Adobe Inc.
|
272 | $55,765 | |
| 3 | NOW |
ServiceNow, Inc.
|
535 | $53,114 | |
| 4 | PAYX |
Paychex Inc
|
280 | $27,532 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
142 | $8,811 | |
| 6 | UBER |
Uber Technologies, Inc
|
7 | $505 | |
| 7 | ZM |
Zoom Communications, Inc.
This page
|
5 | $431 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1 | $375 |
All Filings in ZM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431 | 5 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,286 | 16 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $431 | 5 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $412 | 5 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $389 | 5 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $368 | 5 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $408 | 5 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $348 | 5 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $295 | 5 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $326 | 5 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $359 | 5 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $349 | 5 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $339 | 5 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $369 | 5 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $338 | 5 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $367 | 5 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $539 | 5 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $586 | 5 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $919 | 5 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,307 | 5 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,935 | 5 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||