Position in ZM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,023,032
+$228,538 QoQ
Shares Held
11,853
+19.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#392
of 865 holders
Holding Since
Mar 2020
25 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $16,481,063 across 22 Software - Application names. ZM ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
15,927 | $3,566,851 | |
| 2 | CRM |
Salesforce, Inc.
|
7,784 | $1,219,441 | |
| 3 | SHOP |
Shopify Inc.
|
9,631 | $1,099,667 | |
| 4 | CHYM |
Chime Financial, Inc.
|
50,526 | $1,034,772 | |
| 5 | ZM |
Zoom Communications, Inc.
This page
|
11,853 | $1,023,032 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,953 | $1,006,848 | |
| 7 | SNOW |
Snowflake Inc.
|
3,892 | $990,514 | |
| 8 | WDAY |
Workday, Inc.
|
7,552 | $924,515 |
All Filings in ZM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,032 | 11,853 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $794,494 | 9,883 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,880,776 | 21,796 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,394,580 | 16,904 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,006,815 | 25,735 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,975,044 | 26,773 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,803,058 | 34,347 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,019,184 | 43,292 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,978,337 | 67,213 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $5,684,248 | 86,955 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,331,891 | 88,053 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $9,824,122 | 140,465 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,874,183 | 57,074 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,798,640 | 64,987 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $5,412,764 | 79,905 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $7,572,190 | 102,897 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $12,327,798 | 114,178 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $13,896,444 | 118,540 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $22,756,655 | 123,738 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $32,562,241 | 124,521 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $25,551,551 | 79,528 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $26,824,361 | 79,522 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $34,198,151 | 72,745 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $21,462,414 | 84,651 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $6,345,261 | 43,425 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||