Position in ZM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$250,471
+$54,722 QoQ
Shares Held
2,902
+19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#595
of 861 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $3,695,183 across 11 Software - Application names. ZM ranks #8 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALIT |
Alight, Inc. / Delaware
|
2,986 | $668,841 | |
| 2 | SNOW |
Snowflake Inc.
|
2,157 | $548,956 | |
| 3 | PAYX |
Paychex Inc
|
4,094 | $402,563 | |
| 4 | ADBE |
Adobe Inc.
|
1,873 | $384,002 | |
| 5 | DDOG |
Datadog, Inc.
|
1,452 | $378,042 | |
| 6 | TEAM |
Atlassian Corp
|
4,533 | $352,622 | |
| 7 | CRM |
Salesforce, Inc.
|
1,665 | $260,838 | |
| 8 | ZM |
Zoom Communications, Inc.
This page
|
2,902 | $250,471 |
All Filings in ZM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,471 | 2,902 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $195,749 | 2,435 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $551,479 | 6,391 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $336,435 | 4,078 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||