Abundance Wealth Counselors
Position in ZM — Zoom Communications, Inc.
CIK 1767080
STATE COLLEGE, PA
Position in ZM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$428,529
+$59,861 QoQ
Shares Held
4,965
+8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#516
of 861 holders
Holding Since
Mar 2021
3 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, 2026Abundance Wealth Counselors holds $6,745,202 across 9 Software - Application names. ZM ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
7,393 | $2,501,717 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,178 | $1,383,563 | |
| 3 | ADBE |
Adobe Inc.
|
5,486 | $1,124,739 | |
| 4 | ZM |
Zoom Communications, Inc.
This page
|
4,965 | $428,529 | |
| 5 | SNOW |
Snowflake Inc.
|
1,406 | $357,827 | |
| 6 | ALIT |
Alight, Inc. / Delaware
|
1,434 | $321,115 | |
| 7 | DDOG |
Datadog, Inc.
|
1,035 | $269,472 | |
| 8 | SHOP |
Shopify Inc.
|
2,025 | $231,214 |
All Filings in ZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,529 | 4,965 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $368,668 | 4,586 | Shares | Sole | 2026-04-23 | |
| 2021-03-31 | $16,064 | 50 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||