Position in ZM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,437
+$373 QoQ
Shares Held
63
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#752
of 861 holders
Holding Since
Sep 2020
7 quarters on record
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $720,871 across 25 Software - Application names. ZM ranks #15 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
2,441 | $176,142 | |
| 2 | DDOG |
Datadog, Inc.
|
650 | $169,234 | |
| 3 | CRM |
Salesforce, Inc.
|
423 | $66,267 | |
| 4 | NOW |
ServiceNow, Inc.
|
585 | $58,078 | |
| 5 | SNOW |
Snowflake Inc.
|
179 | $45,555 | |
| 6 | MSTR |
Strategy Inc
|
522 | $45,377 | |
| 7 | ADP |
Automatic Data Processing Inc
|
161 | $36,055 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
350 | $21,717 |
All Filings in ZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,437 | 63 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,064 | 63 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,436 | 63 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,197 | 63 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,912 | 63 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,647 | 63 | Shares | Sole | 2025-05-07 | |
| 2020-09-30 | $244,457 | 520 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||