EVOLUTION WEALTH MANAGEMENT INC.
Position in ZM — Zoom Communications, Inc.
CIK 2010029
FORT MYERS, FL
Position in ZM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,970
+$273 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#766
of 860 holders
Holding Since
Mar 2026
2 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $526,963 across 16 Software - Application names. ZM ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
913 | $204,466 | |
| 2 | SHOP |
Shopify Inc.
|
1,479 | $168,872 | |
| 3 | NOW |
ServiceNow, Inc.
|
508 | $50,434 | |
| 4 | SNOW |
Snowflake Inc.
|
96 | $24,432 | |
| 5 | UBER |
Uber Technologies, Inc
|
322 | $23,235 | |
| 6 | FICO |
Fair Isaac Corp
|
9 | $10,753 | |
| 7 | DOCU |
Docusign, Inc.
|
187 | $8,306 | |
| 8 | INTU |
Intuit Inc.
|
28 | $7,308 |
All Filings in ZM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,970 | 46 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,697 | 46 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||