Position in ZM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$13,628,757
-$3,172,855 QoQ
Shares Held
169,533
-12.9% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $87,495,445 across 55 Software - Application names. ZM ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
256,508 | $18,450,620 | |
| 2 | CRM |
Salesforce, Inc.
|
93,532 | $17,459,618 | |
| 3 | ZM |
Zoom Communications, Inc.
This page
|
169,533 | $13,628,757 | |
| 4 | SNOW |
Snowflake Inc.
|
70,399 | $10,617,577 | |
| 5 | ADP |
Automatic Data Processing Inc
|
38,251 | $7,771,838 | |
| 6 | ADBE |
Adobe Inc.
|
21,554 | $5,239,346 | |
| 7 | NOW |
ServiceNow, Inc.
|
32,725 | $3,421,398 | |
| 8 | INTU |
Intuit Inc.
|
5,574 | $2,410,086 |
All Filings in ZM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,628,757 | 169,533 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,801,612 | 194,711 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,939,925 | 181,090 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $228,715 | 2,933 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $138,023 | 1,871 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $124,292 | 1,523 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $104,958 | 1,505 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $93,756 | 1,584 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,817 | 89 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,680 | 79 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,525 | 79 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,362 | 79 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,833 | 79 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,354 | 20 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,471 | 20 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,670 | 34 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,344 | 20 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,678 | 20 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,845 | 30 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,380 | 94 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,638 | 30 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,492 | 40 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,804 | 40 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,070 | 20 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||