Comprehensive Financial Management LLC
Position in ZM — Zoom Communications, Inc.
CIK 1799802
Los Gatos, CA
Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$101,085,840
+$6,933,474 QoQ
Shares Held
1,171,195
0.0% QoQ
Ownership
0.399%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
#38
of 861 holders
Holding Since
Mar 2020
26 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, 2026Comprehensive Financial Management LLC holds $139,965,987 across 7 Software - Application names. ZM ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
1,171,195 | $101,085,840 | |
| 2 | SNOW |
Snowflake Inc.
|
54,631 | $13,903,589 | |
| 3 | WDAY |
Workday, Inc.
|
97,724 | $11,963,372 | |
| 4 | CHYM |
Chime Financial, Inc.
|
565,976 | $11,591,188 | |
| 5 | TTAN |
ServiceTitan, Inc.
|
15,236 | $1,077,337 | |
| 6 | DOCU |
Docusign, Inc.
|
6,593 | $292,861 | |
| 7 | CMRC |
Commerce.com, Inc.
|
17,500 | $51,800 |
All Filings in ZM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,085,840 | 1,171,195 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $94,152,366 | 1,171,195 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,062,416 | 1,171,195 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $96,623,587 | 1,171,195 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $91,329,786 | 1,171,195 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $86,399,055 | 1,171,195 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $95,581,223 | 1,171,195 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,679,139 | 1,171,195 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $69,323,032 | 1,171,195 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $76,561,017 | 1,171,195 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $84,220,632 | 1,171,195 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $81,913,378 | 1,171,195 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $79,500,716 | 1,171,195 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $86,481,038 | 1,171,195 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $79,336,749 | 1,171,195 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $86,188,240 | 1,171,195 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $126,453,924 | 1,171,195 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $137,299,189 | 1,171,195 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $215,394,472 | 1,171,195 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $306,267,492 | 1,171,195 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $466,059,590 | 1,204,195 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $425,450,611 | 1,324,195 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $556,306,457 | 1,649,195 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $892,266,429 | 1,897,995 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $588,330,696 | 2,320,465 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $364,785,657 | 2,496,480 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||