Position in ZM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$415,841
New position
Shares Held
4,818
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#524
of 861 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 6%
Shared 0%
None 94%
Derivatives in ZM
reported options exposure · as of Jun 30, 2026CallValue
$431,550
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $118,926,532 across 30 Software - Application names. ZM ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
484,707 | $48,121,710 | |
| 2 | UBER |
Uber Technologies, Inc
|
273,130 | $19,709,060 | |
| 3 | SHOP |
Shopify Inc.
|
58,253 | $6,651,327 | |
| 4 | IDCC |
InterDigital, Inc.
|
17,298 | $4,897,582 | |
| 5 | SNOW |
Snowflake Inc.
|
14,516 | $3,694,322 | |
| 6 | ADEA |
Adeia Inc.
|
101,185 | $3,332,022 | |
| 7 | SAP |
Sap SE
|
20,662 | $3,184,220 | |
| 8 | YOU |
Clear Secure, Inc.
|
51,324 | $2,860,286 |
All Filings in ZM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,841 | 4,818 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $431,550 | 5,000 | Call | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||