Position in ZM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$699,456
New position
Shares Held
8,104
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#442
of 861 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026REGATTA CAPITAL GROUP, LLC holds $4,160,826 across 7 Software - Application names. ZM ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
7,049 | $1,104,296 | |
| 2 | SHOP |
Shopify Inc.
|
6,953 | $793,893 | |
| 3 | ZM |
Zoom Communications, Inc.
This page
|
8,104 | $699,456 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,395 | $605,783 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,472 | $552,471 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,492 | $346,685 | |
| 7 | RMNI |
Rimini Street, Inc.
|
13,672 | $58,242 |
All Filings in ZM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,456 | 8,104 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||