Position in ZM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$27,150,191
-$7,491,950 QoQ
Shares Held
314,566
-27.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#85
of 865 holders
Holding Since
Jun 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, 2026IEQ CAPITAL, LLC holds $711,692,728 across 79 Software - Application names. ZM ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
414,553 | $105,503,738 | |
| 2 | DDOG |
Datadog, Inc.
|
250,859 | $65,313,648 | |
| 3 | CRM |
Salesforce, Inc.
|
400,588 | $62,756,115 | |
| 4 | TEAM |
Atlassian Corp
|
621,954 | $48,381,800 | |
| 5 | CHYM |
Chime Financial, Inc.
|
2,291,398 | $46,927,831 | |
| 6 | UPBD |
Upbound Group, Inc.
|
1,770,257 | $37,564,853 | |
| 7 | ZM |
Zoom Communications, Inc.
This page
|
314,566 | $27,150,191 | |
| 8 | WLTH |
Wealthfront Corp
|
2,763,569 | $24,706,306 |
All Filings in ZM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,150,191 | 314,566 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,642,141 | 430,926 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,272,016 | 837,548 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $38,874,165 | 471,202 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $16,554,061 | 212,286 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $9,292,585 | 125,967 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,491,830 | 140,814 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,530,306 | 36,282 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,425,531 | 24,084 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,479,453 | 22,632 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,650,262 | 22,949 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,571,272 | 22,466 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,454,804 | 21,432 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,162,994 | 29,293 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,740,285 | 40,453 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,973,094 | 26,812 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,942,613 | 27,254 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $3,182,208 | 27,145 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,376,138 | 23,795 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,159,346 | 27,378 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,876,703 | 28,103 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $8,464,384 | 26,345 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $6,706,933 | 19,883 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $11,209,301 | 23,844 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,213,911 | 8,732 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||