Position in ZM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,761
+$189 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#785
of 860 holders
Holding Since
Dec 2025
3 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, 2026Copia Wealth Management holds $941,754 across 18 Software - Application names. ZM ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTRN |
Pattern Group Inc.
|
21,428 | $539,771 | |
| 2 | SNOW |
Snowflake Inc.
|
1,039 | $264,425 | |
| 3 | ADP |
Automatic Data Processing Inc
|
270 | $60,466 | |
| 4 | SAP |
Sap SE
|
106 | $16,335 | |
| 5 | INTU |
Intuit Inc.
|
46 | $12,006 | |
| 6 | AZ |
A2z Cust2mate Solutions Corp.
|
1,950 | $11,349 | |
| 7 | ADBE |
Adobe Inc.
|
43 | $8,815 | |
| 8 | NOW |
ServiceNow, Inc.
|
70 | $6,949 |
All Filings in ZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,761 | 32 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,572 | 32 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,761 | 32 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||