Soltis Investment Advisors LLC
Position in ZM — Zoom Communications, Inc.
CIK 1802530
ST. GEORGE, UT
Position in ZM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$227,254
-$24,453 QoQ
Shares Held
2,633
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#607
of 861 holders
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Soltis Investment Advisors LLC holds $25,860,929 across 17 Software - Application names. ZM ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
129,962 | $12,779,163 | |
| 2 | NOW |
ServiceNow, Inc.
|
49,338 | $4,898,276 | |
| 3 | SNOW |
Snowflake Inc.
|
4,588 | $1,167,646 | |
| 4 | UBER |
Uber Technologies, Inc
|
15,949 | $1,150,879 | |
| 5 | CRM |
Salesforce, Inc.
|
6,769 | $1,060,431 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,622 | $1,035,096 | |
| 7 | FICO |
Fair Isaac Corp
|
704 | $841,125 | |
| 8 | SHOP |
Shopify Inc.
|
6,184 | $706,089 |
All Filings in ZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,254 | 2,633 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $251,707 | 2,917 | Shares | Sole | 2026-04-02 | |
| 2020-12-31 | $286,047 | 848 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||