Position in ZM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$7,476
-$548 QoQ
Shares Held
93
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
6 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, 2026Caldwell Trust Co holds $8,184,204 across 14 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,075 | $2,480,246 | |
| 2 | PAYX |
Paychex Inc
|
18,036 | $1,773,479 | |
| 3 | CRM |
Salesforce, Inc.
|
10,716 | $1,678,768 | |
| 4 | SNOW |
Snowflake Inc.
|
3,000 | $763,500 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,476 | $322,988 | |
| 6 | ADBE |
Adobe Inc.
|
1,558 | $319,420 | |
| 7 | ROP |
Roper Technologies Inc
|
675 | $228,412 | |
| 8 | INTU |
Intuit Inc.
|
853 | $222,633 |
All Filings in ZM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,476 | 93 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,024 | 93 | Shares | Sole | 2026-01-30 | |
| 2021-12-31 | $3,126 | 17 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $4,968 | 19 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $6,579 | 17 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $3,855 | 12 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||