Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,061,785
+$1,005,850 QoQ
Shares Held
12,302
+1714.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#381
of 861 holders
Holding Since
Dec 2021
16 quarters on record
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $18,044,250 across 41 Software - Application names. ZM ranks #9 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
2,978 | $3,558,054 | |
| 2 | SNOW |
Snowflake Inc.
|
7,181 | $1,827,564 | |
| 3 | CRM |
Salesforce, Inc.
|
11,477 | $1,797,986 | |
| 4 | DDOG |
Datadog, Inc.
|
6,450 | $1,679,322 | |
| 5 | ADBE |
Adobe Inc.
|
7,411 | $1,519,403 | |
| 6 | NOW |
ServiceNow, Inc.
|
14,857 | $1,475,002 | |
| 7 | MSTR |
Strategy Inc
|
13,400 | $1,164,862 | |
| 8 | DOCU |
Docusign, Inc.
|
25,109 | $1,115,341 |
All Filings in ZM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,785 | 12,302 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $55,935 | 678 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,053,197 | 13,506 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,010,132 | 13,693 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,231,902 | 15,095 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,010,183 | 14,485 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $798,650 | 13,493 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $820,458 | 12,551 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $644,457 | 8,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $580,432 | 8,299 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $232,005 | 3,142 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $217,445 | 3,210 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $248,807 | 3,381 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $340,969 | 3,158 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $292,840 | 2,498 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $326,808 | 1,777 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||