CVA Family Office, LLC
Family OfficePosition in ZM — Zoom Communications, Inc.
CIK 1802084
DENVER, CO
Position in ZM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$27,015
-$8,758 QoQ
Shares Held
313
-29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#682
of 861 holders
Holding Since
Jun 2021
17 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, 2026CVA Family Office, LLC holds $3,711,444 across 59 Software - Application names. ZM ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDFS |
Pdf Solutions Inc
|
17,774 | $1,258,221 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,361 | $333,680 | |
| 3 | DDOG |
Datadog, Inc.
|
1,106 | $287,958 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,686 | $265,981 | |
| 5 | CRM |
Salesforce, Inc.
|
1,554 | $243,449 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,080 | $241,866 | |
| 7 | PAYX |
Paychex Inc
|
2,383 | $234,320 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
480 | $180,153 |
All Filings in ZM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,015 | 313 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $35,773 | 445 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $15,014 | 174 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9,075 | 110 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,710 | 163 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,606 | 76 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,814 | 59 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $3,208 | 46 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,894 | 32 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,045 | 16 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,150 | 16 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,086 | 16 | Shares | Sole | 2023-07-10 | |
| 2022-12-31 | $3,861 | 57 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $367 | 5 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $17,815 | 165 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,930 | 25 | Shares | Sole | 2022-04-22 | |
| 2021-06-30 | $1,935 | 5 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||