Position in ZM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$211,459
+$22,784 QoQ
Shares Held
2,450
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#43
of 80 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026True Wealth Design, LLC holds $2,394,310 across 101 Software - Application names. ZM ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
865 | $220,142 | |
| 2 | ZM |
Zoom Communications, Inc.
This page
|
2,450 | $211,459 | |
| 3 | TEAM |
Atlassian Corp
|
2,135 | $166,081 | |
| 4 | PAYX |
Paychex Inc
|
1,244 | $122,322 | |
| 5 | DT |
Dynatrace, Inc.
|
2,647 | $116,229 | |
| 6 | PCTY |
Paylocity Holding Corp
|
1,011 | $105,679 | |
| 7 | U |
Unity Software Inc.
|
2,959 | $84,568 | |
| 8 | DDOG |
Datadog, Inc.
|
315 | $82,013 |
All Filings in ZM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,459 | 2,450 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $188,675 | 2,347 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $285,102 | 3,304 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $188,265 | 2,282 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $116,658 | 1,496 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $101,212 | 1,372 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $106,664 | 1,307 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $83,339 | 1,195 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $651 | 11 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $261 | 4 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $143 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $139 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $135 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $73 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $67 | 1 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||