Position in ZM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$173,483
+$173,082 QoQ
Shares Held
2,010
+40100.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#635
of 861 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $3,530,014 across 27 Software - Application names. ZM ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
12,715 | $1,451,798 | |
| 2 | SNOW |
Snowflake Inc.
|
3,160 | $804,220 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,995 | $396,623 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,802 | $274,352 | |
| 5 | CRM |
Salesforce, Inc.
|
1,243 | $194,728 | |
| 6 | ZM |
Zoom Communications, Inc.
This page
|
2,010 | $173,483 | |
| 7 | INTU |
Intuit Inc.
|
511 | $133,371 | |
| 8 | UPBD |
Upbound Group, Inc.
|
1,000 | $21,220 |
All Filings in ZM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,483 | 2,010 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $401 | 5 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $431 | 5 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $412 | 5 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $389 | 5 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $368 | 5 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $408 | 5 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $348 | 5 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $295 | 5 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $326 | 5 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $359 | 5 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $349 | 5 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $339 | 5 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $369 | 5 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $338 | 5 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $367 | 5 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $539 | 5 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $586 | 5 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $919 | 5 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,876 | 11 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,257 | 11 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,606 | 5 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $8,433 | 25 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||