Position in ZM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$510,696
-$147,054 QoQ
Shares Held
5,917
-27.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#497
of 861 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Synergy Financial Group, LTD holds $11,209,007 across 11 Software - Application names. ZM ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
50,860 | $5,807,194 | |
| 2 | DDOG |
Datadog, Inc.
|
5,963 | $1,552,526 | |
| 3 | SNOW |
Snowflake Inc.
|
2,911 | $740,849 | |
| 4 | NOW |
ServiceNow, Inc.
|
6,358 | $631,222 | |
| 5 | ZM |
Zoom Communications, Inc.
This page
|
5,917 | $510,696 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,671 | $481,379 | |
| 7 | PAYC |
Paycom Software, Inc.
|
3,384 | $425,301 | |
| 8 | CRM |
Salesforce, Inc.
|
1,910 | $299,220 |
All Filings in ZM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,696 | 5,917 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $657,750 | 8,182 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $612,745 | 7,101 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $582,202 | 7,057 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $571,749 | 7,332 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $553,127 | 7,498 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $443,713 | 5,437 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $360,834 | 5,174 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $306,249 | 5,174 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $313,122 | 4,790 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $320,790 | 4,461 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $409,918 | 5,861 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $390,649 | 5,755 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $424,949 | 5,755 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $389,843 | 5,755 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,019,957 | 13,860 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,430,602 | 13,250 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,500,075 | 12,796 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $2,112,758 | 11,488 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||