CERTUITY, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1800752 NORTH PALM BEACH, FL

Position in ZM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$703,944

-$18,038 QoQ

Shares Held

8,156

-9.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#441

of 865 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CERTUITY, LLC holds $16,570,020 across 21 Software - Application names. ZM ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	64,719	$4,670,123
2	SHOP	Shopify Inc.	23,975	$2,737,465
3	ADP	Automatic Data Processing Inc	4,410	$987,619
4	CRM	Salesforce, Inc.	5,448	$853,483
5	ZM	Zoom Communications, Inc. This page	8,156	$703,944
6	ADBE	Adobe Inc.	3,347	$686,201
7	PCTY	Paylocity Holding Corp	6,259	$654,253
8	CDNS	Cadence Design Systems Inc	1,383	$519,067

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,944	8,156	-9.2%	Shares	Sole	2026-07-28
2026-03-31	$721,982	8,981	+9.4%	Shares	Sole	2026-05-11
2025-12-31	$708,613	8,212	+32.2%	Shares	Sole	2026-01-30
2025-09-30	$512,572	6,213	+52.2%	Shares	Sole	2025-11-13
2025-06-30	$318,314	4,082	-9.6%	Shares	Sole	2025-08-14
2025-03-31	$332,997	4,514	+16.8%	Shares	Sole	2025-05-13
2024-12-31	$315,504	3,866	+45.1%	Shares	Sole	2025-01-29
2022-06-30	$287,632	2,664	+34.6%	Shares	Sole	2022-08-03
2022-03-31	$231,998	1,979	-4.1%	Shares	Sole	2022-05-06
2021-12-31	$379,406	2,063	+16.7%	Shares	Sole	2022-02-28
2021-09-30	$462,332	1,768	-1.6%	Shares	Sole	2021-11-03
2021-06-30	$695,105	1,796	-32.8%	Shares	Sole	2021-08-16
2021-03-31	$858,808	2,673	+63.9%	Shares	Sole	2021-05-10
2020-12-31	$550,168	1,631	+16.5%	Shares	Sole	2021-02-04
2020-09-30	$658,154	1,400	+6.5%	Shares	Sole	2020-10-30
2020-06-30	$333,405	1,315	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.