Position in ZM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,578,289
-$3,928,559 QoQ
Shares Held
231,102
-11.4% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 66.94706233611133.ToString("F0")%
Shared 0.ToString("F0")%
None 33.05293766388867.ToString("F0")%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CSM Advisors, LLC holds $59,984,477 across 11 Software - Application names. ZM ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
231,102 | $18,578,289 | |
| 2 | MITK |
Mitek Systems Inc
|
643,345 | $8,685,157 | |
| 3 | UBER |
Uber Technologies, Inc
|
86,549 | $6,225,469 | |
| 4 | UPBD |
Upbound Group, Inc.
|
285,978 | $5,161,902 | |
| 5 | SHOP |
Shopify Inc.
|
41,171 | $4,883,704 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
16,770 | $4,659,879 | |
| 7 | NOW |
ServiceNow, Inc.
|
39,111 | $4,089,055 | |
| 8 | YOU |
Clear Secure, Inc.
|
69,339 | $3,356,700 |
All Filings in ZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||