Beacon Pointe Advisors, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in ZM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,741,309
+$319,721 QoQ
Shares Held
133,615
+10.6% QoQ
Ownership
0.046%
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, 2026Beacon Pointe Advisors, LLC holds $139,167,870 across 30 Software - Application names. ZM ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
134,031 | $20,214,555 | |
| 2 | CRM |
Salesforce, Inc.
|
107,804 | $20,123,772 | |
| 3 | UBER |
Uber Technologies, Inc
|
248,358 | $17,864,390 | |
| 4 | ADP |
Automatic Data Processing Inc
|
78,262 | $15,901,273 | |
| 5 | ZM |
Zoom Communications, Inc.
This page
|
133,615 | $10,741,309 | |
| 6 | WDAY |
Workday, Inc.
|
59,030 | $7,669,177 | |
| 7 | DDOG |
Datadog, Inc.
|
59,008 | $6,965,894 | |
| 8 | SHOP |
Shopify Inc.
|
56,293 | $6,677,475 |
All Filings in ZM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||