Position in ZM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,838,144
+$84,597 QoQ
Shares Held
21,297
-2.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#320
of 861 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CGN Advisors LLC holds $5,712,700 across 3 Software - Application names. ZM ranks #2 (32.2% of the industry book) .
All Filings in ZM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,144 | 21,297 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,753,547 | 21,813 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,619,318 | 18,766 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||