Position in ZM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$22,440
+$1,539 QoQ
Shares Held
260
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#693
of 861 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $356,017 across 10 Software - Application names. ZM ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
1,241 | $254,429 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
541 | $33,569 | |
| 3 | ZM |
Zoom Communications, Inc.
This page
|
260 | $22,440 | |
| 4 | FIG |
Figma, Inc.
|
851 | $15,394 | |
| 5 | CRM |
Salesforce, Inc.
|
84 | $13,159 | |
| 6 | SNOW |
Snowflake Inc.
|
25 | $6,362 | |
| 7 | PAYC |
Paycom Software, Inc.
|
33 | $4,147 | |
| 8 | NOW |
ServiceNow, Inc.
|
35 | $3,474 |
All Filings in ZM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,440 | 260 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $20,901 | 260 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $22,435 | 260 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $21,450 | 260 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $20,274 | 260 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $19,180 | 260 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $21,218 | 260 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $18,132 | 260 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $15,389 | 260 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,996 | 260 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $18,696 | 260 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,184 | 260 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $17,648 | 260 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $19,198 | 260 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $17,612 | 260 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $19,133 | 260 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $28,072 | 260 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,479 | 260 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $48,736 | 265 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $67,990 | 260 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $100,627 | 260 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $83,535 | 260 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $87,703 | 260 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $122,228 | 260 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||