Position in ZM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$312,183
+$23,342 QoQ
Shares Held
3,617
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#566
of 861 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$34,000
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Concentrum Wealth Management holds $1,964,570 across 3 Software - Application names. ZM ranks #3 (15.9% of the industry book) .
All Filings in ZM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,183 | 3,617 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $288,841 | 3,593 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $401,507 | 4,653 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $383,130 | 4,644 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $363,620 | 4,663 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $365,825 | 4,959 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $406,091 | 4,976 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $346,817 | 4,973 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $292,516 | 4,942 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $323,189 | 4,944 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $381,592 | 5,456 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $394,111 | 5,806 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $428,715 | 5,806 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $393,298 | 5,806 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $424,614 | 5,770 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $622,986 | 5,770 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $676,417 | 5,770 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,070,356 | 5,820 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,521,930 | 5,820 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,368,623 | 6,120 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,037,299 | 6,341 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $34,000 | 10,000 | Put | Sole | 2021-01-20 | |
| 2020-12-31 | $74,210 | 220 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||