Global Retirement Partners, LLC
PensionPosition in ZM — Zoom Communications, Inc.
CIK 1749744
San Rafael, CA
Position in ZM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$529,684
+$62,165 QoQ
Shares Held
6,137
+13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#492
of 861 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $40,012,178 across 105 Software - Application names. ZM ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in ZM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,684 | 6,137 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $467,519 | 5,418 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,040 | 352 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $27,994 | 359 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $19,831 | 243 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $27,896 | 400 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $14,856 | 251 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $16,996 | 260 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $18,408 | 256 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $36,438 | 521 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $36,587 | 539 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $39,799 | 539 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $36,105 | 533 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $39,149 | 532 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $57,116 | 529 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $62,014 | 529 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $50,731 | 194 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $70,052 | 181 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $56,547 | 176 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $76,234 | 226 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $127,399 | 271 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $94,570 | 373 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $36,530 | 250 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||