Position in ZM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$406,951
+$41,257 QoQ
Shares Held
4,715
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#527
of 861 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SYM FINANCIAL Corp holds $2,878,003 across 9 Software - Application names. ZM ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,900 | $483,550 | |
| 2 | ZM |
Zoom Communications, Inc.
This page
|
4,715 | $406,951 | |
| 3 | ADBE |
Adobe Inc.
|
1,855 | $380,312 | |
| 4 | PAYX |
Paychex Inc
|
3,500 | $344,155 | |
| 5 | INTU |
Intuit Inc.
|
1,178 | $307,458 | |
| 6 | DDOG |
Datadog, Inc.
|
1,047 | $272,596 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,326 | $230,925 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
3,656 | $226,854 |
All Filings in ZM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,951 | 4,715 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $365,694 | 4,549 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $542,591 | 6,288 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $387,172 | 4,693 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $386,390 | 4,955 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $334,915 | 4,540 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $373,528 | 4,577 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $234,396 | 3,361 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||