Position in ZM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,579,904
-$53,539 QoQ
Shares Held
18,305
-9.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#340
of 866 holders
Holding Since
Mar 2021
17 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, 2026CreativeOne Wealth, LLC holds $33,991,772 across 18 Software - Application names. ZM ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
66,064 | $6,496,072 | |
| 2 | NOW |
ServiceNow, Inc.
|
41,975 | $4,167,277 | |
| 3 | SNOW |
Snowflake Inc.
|
14,918 | $3,796,631 | |
| 4 | SHOP |
Shopify Inc.
|
24,795 | $2,831,092 | |
| 5 | DDOG |
Datadog, Inc.
|
10,666 | $2,776,999 | |
| 6 | UBER |
Uber Technologies, Inc
|
36,342 | $2,622,437 | |
| 7 | INTU |
Intuit Inc.
|
6,880 | $1,795,680 | |
| 8 | ZM |
Zoom Communications, Inc.
This page
|
18,305 | $1,579,904 |
All Filings in ZM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,579,904 | 18,305 | Shares | Other | 2026-08-13 | |
| 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 | $349 | 4,179 | Shares | Sole | 2023-08-14 | |
| 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. | ||||||