Position in ZM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$956,832
-$93,543 QoQ
Shares Held
11,086
-15.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#402
of 861 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $23,255,635 across 24 Software - Application names. ZM ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
55,081 | $3,974,644 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,057 | $2,700,165 | |
| 3 | SAP |
Sap SE
|
15,623 | $2,407,660 | |
| 4 | DDOG |
Datadog, Inc.
|
6,709 | $1,746,755 | |
| 5 | CRM |
Salesforce, Inc.
|
8,616 | $1,349,782 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,546 | $1,330,884 | |
| 7 | INTU |
Intuit Inc.
|
4,900 | $1,278,900 | |
| 8 | NOW |
ServiceNow, Inc.
|
11,311 | $1,122,956 |
All Filings in ZM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,832 | 11,086 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,050,375 | 13,066 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,310,414 | 26,775 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,957,972 | 23,733 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $437,545 | 5,611 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $443,800 | 6,016 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $413,844 | 5,071 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $274,984 | 3,943 | Shares | Sole | 2024-10-17 | |
| 2022-03-31 | $515,000 | 60,373 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||