Position in ZM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$569,732
-$4,976 QoQ
Shares Held
6,601
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#482
of 861 holders
Holding Since
Jun 2024
9 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, 2026Everhart Financial Group, Inc. holds $9,639,486 across 16 Software - Application names. ZM ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,083 | $2,283,071 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,317 | $1,033,114 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,504 | $943,557 | |
| 4 | SHOP |
Shopify Inc.
|
7,313 | $834,998 | |
| 5 | CRM |
Salesforce, Inc.
|
4,379 | $686,014 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,578 | $577,343 | |
| 7 | ZM |
Zoom Communications, Inc.
This page
|
6,601 | $569,732 | |
| 8 | SNOW |
Snowflake Inc.
|
2,173 | $553,028 |
All Filings in ZM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,732 | 6,601 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $574,708 | 7,149 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $610,070 | 7,070 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $546,892 | 6,629 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $492,521 | 6,316 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $478,619 | 6,488 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $497,657 | 6,098 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $368,087 | 5,278 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $219,180 | 3,703 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||