Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,988,025
+$1,261,268 QoQ
Shares Held
138,895
+4.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#143
of 861 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$2,588,700
PutShares
30,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $6,333,124,178 across 155 Software - Application names. ZM ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,193,141 | $1,610,903,924 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,100,026 | $656,657,874 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,007,309 | $497,125,634 | |
| 4 | CRM |
Salesforce, Inc.
|
3,107,764 | $486,862,305 | |
| 5 | PAYX |
Paychex Inc
|
3,852,234 | $378,790,167 | |
| 6 | SHOP |
Shopify Inc.
|
2,866,960 | $327,349,490 | |
| 7 | DDOG |
Datadog, Inc.
|
1,205,829 | $313,949,636 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,647 | $255,085,109 |
All Filings in ZM
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,988,025 | 138,895 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,726,757 | 133,434 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,588,700 | 30,000 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $12,212,535 | 141,529 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,129,149 | 147,020 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $12,375,000 | 150,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $6,485,439 | 83,168 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,754,000 | 200,000 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $11,269,177 | 152,761 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,183,345 | 14,500 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $23,293,859 | 285,429 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,011,230 | 14,500 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $20,237,431 | 290,184 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $18,523,390 | 312,948 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,983,404 | 137,424 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $522,960 | 8,000 | Call | Defined | 2024-05-10 | |
| 2023-12-31 | $9,504,414 | 132,171 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $28,764 | 400 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $575,280 | 8,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $7,185,913 | 102,744 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,511,710 | 66,466 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,750,036 | 50,786 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,698,873 | 54,604 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,721,519 | 50,571 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $539,850 | 5,000 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $10,731,028 | 99,389 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $586,150 | 5,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $14,852,687 | 126,697 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $25,918,434 | 140,930 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $56,778,970 | 217,128 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $119,234,263 | 308,075 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $119,026,054 | 370,463 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $119,336,728 | 353,779 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $206,246,185 | 438,719 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $117,979,511 | 465,329 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $967,000 | 43,000 | Call | Defined | 2020-08-13 | |
| 2020-06-30 | $62,000 | 70,000 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $60,863,798 | 416,533 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $29,224 | 200 | Put | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||