Position in ZM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$260,138
+$256,280 QoQ
Shares Held
3,014
+6179.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#587
of 861 holders
Holding Since
Mar 2021
12 quarters on record
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. ZM ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
806 | $302,507 |
All Filings in ZM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,138 | 3,014 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,858 | 48 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,177 | 60 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,187 | 75 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $36,650 | 470 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $102,982 | 1,396 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,446 | 128 | Shares | Sole | 2025-01-24 | |
| 2022-03-31 | $645,702 | 5,508 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,591,373 | 8,653 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,044,145 | 7,817 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,308,719 | 8,549 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,327,921 | 10,358 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||