Position in ZM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,679,505
-$296,641 QoQ
Shares Held
19,459
-20.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#332
of 865 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, 2026Arkadios Wealth Advisors holds $65,909,164 across 27 Software - Application names. ZM ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
159,935 | $11,540,908 | |
| 2 | PAYX |
Paychex Inc
|
97,779 | $9,614,608 | |
| 3 | CRM |
Salesforce, Inc.
|
50,708 | $7,943,914 | |
| 4 | ADBE |
Adobe Inc.
|
24,288 | $4,979,525 | |
| 5 | NOW |
ServiceNow, Inc.
|
45,084 | $4,475,939 | |
| 6 | RNG |
RingCentral, Inc.
|
109,456 | $4,266,594 | |
| 7 | SNOW |
Snowflake Inc.
|
12,002 | $3,054,508 | |
| 8 | OTEX |
Open Text Corp
|
134,544 | $2,980,148 |
All Filings in ZM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,679,505 | 19,459 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,976,146 | 24,582 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,868,882 | 33,247 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,142,424 | 38,090 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,220,495 | 41,299 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,998,528 | 40,647 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,234,041 | 39,628 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,037,175 | 29,211 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,581,201 | 26,714 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,824,084 | 27,904 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,971,628 | 27,418 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,990,422 | 28,459 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,396,291 | 20,570 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,687,834 | 22,858 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,135,932 | 16,769 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,145,869 | 15,571 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,488,906 | 13,790 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,625,980 | 13,870 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,330,221 | 7,233 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $246,856 | 944 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $549,195 | 1,419 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $475,187 | 1,479 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $358,233 | 1,062 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $235,995 | 502 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $127,277 | 502 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,520 | 72 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||