Beacon Pointe Advisors, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in ZM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$11,678,260
+$936,951 QoQ
Shares Held
135,306
+1.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#149
of 868 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, 2026Beacon Pointe Advisors, LLC holds $165,725,280 across 28 Software - Application names. ZM ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
138,312 | $35,200,404 | |
| 2 | NOW |
ServiceNow, Inc.
|
244,068 | $24,231,071 | |
| 3 | ADP |
Automatic Data Processing Inc
|
74,583 | $16,702,862 | |
| 4 | UBER |
Uber Technologies, Inc
|
224,657 | $16,211,249 | |
| 5 | CRM |
Salesforce, Inc.
|
102,138 | $16,000,939 | |
| 6 | DDOG |
Datadog, Inc.
|
54,397 | $14,162,802 | |
| 7 | ZM |
Zoom Communications, Inc.
This page
|
135,306 | $11,678,260 | |
| 8 | SHOP |
Shopify Inc.
|
50,200 | $5,731,836 |
All Filings in ZM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,678,260 | 135,306 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $10,741,309 | 133,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,421,588 | 120,774 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $10,062,112 | 121,965 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,382,319 | 120,317 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,200,568 | 111,164 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,077,888 | 111,235 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,806,135 | 97,593 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,676,676 | 95,906 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,499,377 | 114,722 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,443,443 | 75,698 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $540,706 | 7,731 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $275,863 | 2,555 | Shares | Sole | 2022-08-11 | |
| 2021-09-30 | $258,362 | 988 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $377,741 | 976 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $221,368 | 689 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $570,070 | 1,690 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $351,642 | 748 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $393,240 | 1,551 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||