Position in ZM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$288,361
+$21,145 QoQ
Shares Held
3,341
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#571
of 861 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Menard Financial Group LLC holds $629,822 across 2 Software - Application names. ZM ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
4,732 | $341,461 | |
| 2 | ZM |
Zoom Communications, Inc.
This page
|
3,341 | $288,361 |
All Filings in ZM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,361 | 3,341 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $267,216 | 3,324 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $286,827 | 3,324 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $274,230 | 3,324 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $394,734 | 5,062 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $379,620 | 5,146 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $379,568 | 4,651 | Shares | Sole | 2025-02-28 | |
| 2024-09-30 | $302,043 | 4,331 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $246,526 | 4,165 | Shares | Sole | 2024-08-09 | |
| 2021-06-30 | $212,866 | 550 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $281,450 | 876 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $244,894 | 726 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $256,680 | 546 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||