Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$328,409
+$126,068 QoQ
Shares Held
3,805
+51.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#560
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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $6,927,333 across 11 Software - Application names. ZM ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
14,027 | $3,661,047 | |
| 2 | SNOW |
Snowflake Inc.
|
36,864 | $884,736 | |
| 3 | ADBE |
Adobe Inc.
|
2,170 | $444,893 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,285 | $425,414 | |
| 5 | DDOG |
Datadog, Inc.
|
1,486 | $386,894 | |
| 6 | ZM |
Zoom Communications, Inc.
This page
|
3,805 | $328,409 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
808 | $303,258 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,278 | $286,208 |
All Filings in ZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,409 | 3,805 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $202,341 | 2,517 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $324,364 | 3,759 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||