Position in ZM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$234,159
+$27,879 QoQ
Shares Held
2,713
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#601
of 861 holders
Holding Since
Mar 2026
2 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $14,132,684 across 16 Software - Application names. ZM ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
37,033 | $5,801,589 | |
| 2 | ADP |
Automatic Data Processing Inc
|
8,981 | $2,011,294 | |
| 3 | ADBE |
Adobe Inc.
|
6,088 | $1,248,161 | |
| 4 | SNOW |
Snowflake Inc.
|
4,816 | $1,225,672 | |
| 5 | UBER |
Uber Technologies, Inc
|
16,045 | $1,157,807 | |
| 6 | PAYX |
Paychex Inc
|
8,287 | $814,860 | |
| 7 | TEAM |
Atlassian Corp
|
4,006 | $311,626 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,006 | $298,435 |
All Filings in ZM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,159 | 2,713 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $206,280 | 2,566 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||