Heron Bay Capital Management

Position in ZM — Zoom Communications, Inc.

CIK 1842149 BLOOMFIELD HILLS, MI

Position in ZM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,961,406

+$614,664 QoQ

Shares Held

36,838

+35.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Heron Bay Capital Management holds $84,814,930 across 9 Software - Application names. ZM ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SSNC	SS&C Technologies Holdings Inc	622,625	$42,070,771
2	CRM	Salesforce, Inc.	105,389	$19,672,964
3	ADBE	Adobe Inc.	57,262	$13,919,246
4	DOCU	Docusign, Inc.	80,317	$3,807,828
5	ZM	Zoom Communications, Inc. This page	36,838	$2,961,406
6	TEAM	Atlassian Corp	30,551	$2,085,105
7	UPLD	Upland Software, Inc.	27,192	$181,098
8	FRSH	Freshworks Inc.	11,223	$90,120

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,961,406	36,838	+35.5%	Shares	Sole	2026-05-13
2025-12-31	$2,346,742	27,196	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$2,246,310	27,228	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$2,146,165	27,522	-0.0%	Shares	Sole	2025-08-12
2025-03-31	$2,030,814	27,529	+3.8%	Shares	Sole	2025-05-13
2024-12-31	$2,164,542	26,523	+0.9%	Shares	Sole	2025-02-11
2024-09-30	$1,832,418	26,275	+4.1%	Shares	Sole	2024-11-08
2024-06-30	$1,494,429	25,248	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.