Position in ZM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,673,809
+$395,448 QoQ
Shares Held
19,393
+22.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#331
of 861 holders
Holding Since
Jun 2022
17 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, 2026Basepoint Wealth LLC holds $2,992,095 across 14 Software - Application names. ZM ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
19,393 | $1,673,809 | |
| 2 | ADBE |
Adobe Inc.
|
4,781 | $980,200 | |
| 3 | SHOP |
Shopify Inc.
|
2,000 | $228,360 | |
| 4 | CRM |
Salesforce, Inc.
|
385 | $60,314 | |
| 5 | TEAM |
Atlassian Corp
|
300 | $23,337 | |
| 6 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
2,000 | $10,320 | |
| 7 | SNOW |
Snowflake Inc.
|
19 | $4,835 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
8 | $3,002 |
All Filings in ZM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,809 | 19,393 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,278,361 | 15,902 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,015,201 | 11,765 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $993,877 | 12,047 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,055,459 | 13,535 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $1,117,246 | 15,145 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $1,306,576 | 16,010 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $1,152,662 | 16,528 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $974,681 | 16,467 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $1,081,285 | 16,541 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $1,193,418 | 16,596 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $1,215,906 | 17,385 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $1,184,030 | 17,443 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $1,201,007 | 16,265 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $932,508 | 13,766 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $760,037 | 10,328 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $758,381 | 7,024 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||