Position in ZM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$781,795
+$254,759 QoQ
Shares Held
9,058
+38.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#429
of 861 holders
Holding Since
Sep 2025
4 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, 2026WADDELL & ASSOCIATES, LLC holds $10,091,005 across 24 Software - Application names. ZM ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
4,309 | $1,096,640 | |
| 2 | ZM |
Zoom Communications, Inc.
This page
|
9,058 | $781,795 | |
| 3 | TEAM |
Atlassian Corp
|
8,985 | $698,943 | |
| 4 | ADBE |
Adobe Inc.
|
3,258 | $667,955 | |
| 5 | DDOG |
Datadog, Inc.
|
2,211 | $575,655 | |
| 6 | HUBS |
Hubspot Inc
|
3,089 | $563,773 | |
| 7 | DOCU |
Docusign, Inc.
|
10,299 | $457,481 | |
| 8 | PAYX |
Paychex Inc
|
4,597 | $452,023 |
All Filings in ZM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,795 | 9,058 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $527,036 | 6,556 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $795,248 | 9,216 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $453,997 | 5,503 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||