MONTAG A & ASSOCIATES INC

Position in ZM — Zoom Communications, Inc.

CIK 829407 ATLANTA, GA

Position in ZM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,911,248

-$1,501,156 QoQ

Shares Held

22,144

-49.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#311

of 861 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $25,344,072 across 30 Software - Application names. ZM ranks #7 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	27,963	$5,732,974
2	UBER	Uber Technologies, Inc	63,581	$4,588,004
3	NOW	ServiceNow, Inc.	31,581	$3,135,361
4	ROP	Roper Technologies Inc	6,812	$2,305,112
5	INTU	Intuit Inc.	7,500	$1,957,500
6	SHOP	Shopify Inc.	17,004	$1,941,516
7	ZM	Zoom Communications, Inc. This page	22,144	$1,911,248
8	CDNS	Cadence Design Systems Inc	3,206	$1,203,275

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,911,248	22,144	-49.4%	Shares	Sole	2026-08-05
2025-06-30	$3,412,404	43,760	+5.4%	Shares	Sole	2025-08-07
2025-03-31	$3,063,446	41,527	+2668.5%	Shares	Sole	2025-05-05
2023-12-31	$107,865	1,500	0.0%	Shares	Sole	2024-02-07
2023-09-30	$104,910	1,500	0.0%	Shares	Sole	2023-11-09
2023-06-30	$101,820	1,500	-1.1%	Shares	Sole	2023-08-09
2023-03-31	$111,941	1,516	0.0%	Shares	Sole	2023-05-11
2022-12-31	$102,693	1,516	+1.1%	Shares	Sole	2023-02-02
2022-09-30	$110,385	1,500	0.0%	Shares	Sole	2022-11-09
2022-06-30	$161,955	1,500	0.0%	Shares	Sole	2022-08-10
2022-03-31	$175,845	1,500	0.0%	Shares	Sole	2022-05-02
2021-12-31	$275,865	1,500	0.0%	Shares	Sole	2022-02-09
2021-09-30	$392,250	1,500	0.0%	Shares	Sole	2021-11-08
2021-06-30	$580,545	1,500	0.0%	Shares	Sole	2021-08-03
2021-03-31	$481,935	1,500	0.0%	Shares	Sole	2021-05-14
2020-12-31	$505,980	1,500	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.