Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,470,019
+$203,423 QoQ
Shares Held
28,618
+1.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 861 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cresset Asset Management, LLC holds $175,241,631 across 59 Software - Application names. ZM ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
469,738 | $33,896,294 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
433,638 | $26,907,237 | |
| 3 | SHOP |
Shopify Inc.
|
119,534 | $13,648,392 | |
| 4 | INTU |
Intuit Inc.
|
51,848 | $13,532,328 | |
| 5 | ADP |
Automatic Data Processing Inc
|
52,245 | $11,700,267 | |
| 6 | CRM |
Salesforce, Inc.
|
63,693 | $9,978,145 | |
| 7 | NOW |
ServiceNow, Inc.
|
72,734 | $7,221,031 | |
| 8 | ROP |
Roper Technologies Inc
|
16,411 | $5,553,318 |
All Filings in ZM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,470,019 | 28,618 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,266,596 | 28,195 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,417,140 | 16,423 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,477,987 | 17,915 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $798,749 | 10,243 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $1,073,427 | 14,551 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,168,083 | 14,313 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,524,516 | 21,860 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,127,983 | 19,057 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,484,028 | 22,702 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,819,754 | 25,306 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,820,188 | 26,025 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,507,071 | 22,202 | Shares | Defined | 2023-08-14 | |
| 2022-06-30 | $232,243 | 2,151 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $428,123 | 3,652 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $665,018 | 3,616 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,132,794 | 8,156 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,973,078 | 5,098 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,777,697 | 5,533 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,079,761 | 3,201 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,268,356 | 2,698 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $359,266 | 1,417 | Shares | Defined | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||