Position in ZM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$260,483
+$222,218 QoQ
Shares Held
3,018
+534.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#585
of 858 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $4,722,876 across 22 Software - Application names. ZM ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
22,676 | $2,589,145 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,188 | $735,166 | |
| 3 | SNOW |
Snowflake Inc.
|
1,281 | $326,014 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,725 | $270,538 | |
| 5 | ZM |
Zoom Communications, Inc.
This page
|
3,018 | $260,483 | |
| 6 | MSTR |
Strategy Inc
|
1,472 | $127,960 | |
| 7 | NICE |
NICE Ltd.
|
635 | $57,689 | |
| 8 | TEAM |
Atlassian Corp
|
718 | $55,853 |
All Filings in ZM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,483 | 3,018 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $38,265 | 476 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $41,074 | 476 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $39,270 | 476 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $37,118 | 476 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $35,114 | 476 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $38,846 | 476 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $33,196 | 476 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $28,174 | 476 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $31,116 | 476 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $34,229 | 476 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $33,291 | 476 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $32,310 | 476 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $7,974 | 108 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $7,315 | 108 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $7,947 | 108 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $11,660 | 108 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $12,660 | 108 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $19,862 | 108 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $35,041 | 134 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $51,862 | 134 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $134 | 43,053 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $36,430 | 108 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $50,771 | 108 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $27,382 | 108 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $15,780 | 108 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||