Position in ZM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$604
-$4,862 QoQ
Shares Held
7
-89.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#835
of 861 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DecisionPoint Financial, LLC holds $166,977 across 44 Software - Application names. ZM ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
566 | $64,625 | |
| 2 | PAYX |
Paychex Inc
|
399 | $39,233 | |
| 3 | SOUN |
Soundhound Ai, Inc.
|
5,781 | $37,403 | |
| 4 | INTU |
Intuit Inc.
|
45 | $11,745 | |
| 5 | UBER |
Uber Technologies, Inc
|
22 | $1,587 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4 | $1,501 | |
| 7 | PDFS |
Pdf Solutions Inc
|
21 | $1,486 | |
| 8 | FICO |
Fair Isaac Corp
|
1 | $1,194 |
All Filings in ZM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604 | 7 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,466 | 68 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,867 | 68 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,610 | 68 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,302 | 68 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,016 | 68 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,549 | 68 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,742 | 68 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,024 | 68 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,445 | 68 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,889 | 68 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,755 | 68 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,615 | 68 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $5,021 | 68 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $4,606 | 68 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||