Position in ZM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,633,443
+$126,648 QoQ
Shares Held
20,319
+16.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CreativeOne Wealth, LLC holds $28,768,192 across 18 Software - Application names. ZM ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
61,674 | $5,681,408 | |
| 2 | INTU |
Intuit Inc.
|
8,811 | $3,809,699 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,014 | $2,510,663 | |
| 4 | CRM |
Salesforce, Inc.
|
13,230 | $2,469,643 | |
| 5 | UBER |
Uber Technologies, Inc
|
31,562 | $2,270,254 | |
| 6 | SHOP |
Shopify Inc.
|
17,785 | $2,109,656 | |
| 7 | ZM |
Zoom Communications, Inc.
This page
|
20,319 | $1,633,443 | |
| 8 | ADP |
Automatic Data Processing Inc
|
7,589 | $1,541,932 |
All Filings in ZM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,633,443 | 20,319 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,506,795 | 17,462 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,356,795 | 16,446 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,599,213 | 20,508 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,299,310 | 17,613 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $817,404 | 10,016 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $577,934 | 8,287 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $380,295 | 6,425 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $313,809 | 4,623 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $342,248 | 4,635 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $317,023 | 4,680 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $254,842 | 3,463 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $339,997 | 3,149 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $324,727 | 2,770 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $298,400 | 771 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $290,766 | 905 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||