Apella Capital, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1801507 WEST HARTFORD, CT

Position in ZM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,421,685

+$171,489 QoQ

Shares Held

28,058

+0.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#290

of 861 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Apella Capital, LLC holds $8,689,339 across 9 Software - Application names. ZM ranks #1 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZM	Zoom Communications, Inc. This page	28,058	$2,421,685
2	ADP	Automatic Data Processing Inc	7,292	$1,633,043
3	BILL	BILL Holdings, Inc.	42,226	$1,526,892
4	TYL	Tyler Technologies Inc	3,424	$1,001,383
5	CRM	Salesforce, Inc.	5,419	$848,940
6	ADBE	Adobe Inc.	2,433	$498,813
7	SHOP	Shopify Inc.	2,285	$260,901
8	SAP	Sap SE	1,661	$255,976

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,421,685	28,058	+0.2%	Shares	Sole	2026-07-08
2026-03-31	$2,250,196	27,991	+14.1%	Shares	Sole	2026-04-20
2025-12-31	$2,116,607	24,529	+0.4%	Shares	Sole	2026-01-21
2025-09-30	$2,016,382	24,441	-12.3%	Shares	Sole	2025-10-17
2025-06-30	$2,172,522	27,860	-11.9%	Shares	Sole	2025-07-08
2025-03-31	$2,332,164	31,614	+0.8%	Shares	Sole	2025-04-10
2024-12-31	$2,559,126	31,358	+7.7%	Shares	Sole	2025-01-14
2024-09-30	$2,030,201	29,111	+0.0%	Shares	Sole	2024-10-03
2024-06-30	$1,722,843	29,107	+0.0%	Shares	Sole	2024-07-10
2024-03-31	$1,902,267	29,100	0.0%	Shares	Sole	2024-04-10
2023-12-31	$2,092,581	29,100	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.