Concurrent Investment Advisors, LLC
Position in ZM — Zoom Communications, Inc.
CIK 2001015
Tampa, FL
Position in ZM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$200,238
-$1,808 QoQ
Shares Held
2,320
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
of 861 holders
Holding Since
Jun 2025
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, 2026Concurrent Investment Advisors, LLC holds $108,241,737 across 29 Software - Application names. ZM ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
146,754 | $22,990,481 | |
| 2 | UBER |
Uber Technologies, Inc
|
270,930 | $19,550,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
124,336 | $12,344,077 | |
| 4 | ADP |
Automatic Data Processing Inc
|
38,791 | $8,687,244 | |
| 5 | DDOG |
Datadog, Inc.
|
32,533 | $8,470,291 | |
| 6 | SHOP |
Shopify Inc.
|
43,078 | $4,918,645 | |
| 7 | SNOW |
Snowflake Inc.
|
17,219 | $4,382,235 | |
| 8 | INTU |
Intuit Inc.
|
16,232 | $4,236,552 |
All Filings in ZM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,238 | 2,320 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $202,046 | 2,591 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||