Position in ZM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,811
-$3,538 QoQ
Shares Held
234
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Truvestments Capital LLC holds $8,592,807 across 35 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
25,281 | $2,189,244 | |
| 2 | SHOP |
Shopify Inc.
|
13,757 | $1,570,774 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,742 | $838,020 | |
| 4 | INTA |
Intapp, Inc.
|
19,473 | $490,914 | |
| 5 | UPBD |
Upbound Group, Inc.
|
23,051 | $489,142 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
7,782 | $482,873 | |
| 7 | QTWO |
Q2 Holdings, Inc.
|
9,892 | $475,805 | |
| 8 | FRSH |
Freshworks Inc.
|
29,066 | $294,147 |
All Filings in ZM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,811 | 234 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,349 | 259 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,192 | 269 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,917 | 140 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,688 | 172 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,521 | 423 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $37,450 | 537 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $132,831 | 2,032 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $298,714 | 4,154 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $282,627 | 4,041 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $268,669 | 3,958 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $291,889 | 3,953 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $218,800 | 3,230 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $116,125 | 1,578 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $176,854 | 1,638 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $244,048 | 1,327 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $338,904 | 1,296 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $481,078 | 1,243 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $408,680 | 1,272 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $350,138 | 1,038 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $444,724 | 946 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $132,854 | 524 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $24,255 | 166 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||