Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,259,842
+$5,681,553 QoQ
Shares Held
281,078
+21.6% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#92
of 861 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CSM Advisors, LLC holds $108,282,340 across 12 Software - Application names. ZM ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
155,537 | $24,366,426 | |
| 2 | ZM |
Zoom Communications, Inc.
This page
|
281,078 | $24,259,842 | |
| 3 | INTU |
Intuit Inc.
|
76,538 | $19,976,418 | |
| 4 | MITK |
Mitek Systems Inc
|
479,697 | $9,656,300 | |
| 5 | UPBD |
Upbound Group, Inc.
|
306,014 | $6,493,617 | |
| 6 | UBER |
Uber Technologies, Inc
|
83,700 | $6,039,792 | |
| 7 | SHOP |
Shopify Inc.
|
43,440 | $4,959,979 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,099 | $3,782,468 |
All Filings in ZM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,259,842 | 281,078 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,578,289 | 231,102 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,506,848 | 260,828 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,433,340 | 199,192 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||