Position in ZM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,734,816
-$71,319 QoQ
Shares Held
21,580
+3.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Verdad Advisers, LP holds $3,018,788 across 8 Software - Application names. ZM ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
21,580 | $1,734,816 | |
| 2 | DJCO |
Daily Journal Corp
|
679 | $327,508 | |
| 3 | OOMA |
Ooma Inc
|
19,326 | $281,193 | |
| 4 | MAPS |
Wm Technology, Inc.
|
340,704 | $224,183 | |
| 5 | EGAN |
EGAIN Corp
|
26,288 | $207,412 | |
| 6 | ONTF |
ON24 INC.
|
18,770 | $152,037 | |
| 7 | RSKD |
Riskified Ltd.
|
18,182 | $71,273 | |
| 8 | EGHT |
8X8 Inc /De/
|
12,269 | $20,366 |
All Filings in ZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,734,816 | 21,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,806,135 | 20,931 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $350,164 | 5,021 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||