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Equibles

Clearstead Advisors, LLC

Position in ZM — Zoom Communications, Inc.

CIK 842775 CLEVELAND, OH
Back to ZM Full portfolio

Position in ZM

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$13,764,891
+$136,134 QoQ
Shares Held
159,482
-5.9% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#132
of 868 holders
Holding Since
Jun 2020
25 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, 2026

Clearstead Advisors, LLC holds $79,831,767 across 110 Software - Application names. ZM ranks #3 (17.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRM
Salesforce, Inc.
 102,787 $16,102,611
2 UBER
Uber Technologies, Inc
 210,974 $15,223,883
3 ZM
Zoom Communications, Inc.
This page 		159,482 $13,764,891
4 SNOW
Snowflake Inc.
 44,017 $11,202,326
5 ADP
Automatic Data Processing Inc
 39,318 $8,805,266
6 ADBE
Adobe Inc.
 10,110 $2,072,752
7 INTU
Intuit Inc.
 7,342 $1,916,262
8 SHOP
Shopify Inc.
 14,717 $1,680,387

All Filings in ZM

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,764,891 159,482
2026-03-31 $13,628,757 169,533
2025-12-31 $16,801,612 194,711
2025-09-30 $14,939,925 181,090
2025-06-30 $228,715 2,933
2025-03-31 $138,023 1,871
2024-12-31 $124,292 1,523
2024-09-30 $104,958 1,505
2024-06-30 $93,756 1,584
2024-03-31 $5,817 89
2023-12-31 $5,680 79
2023-09-30 $5,525 79
2023-06-30 $5,362 79
2023-03-31 $5,833 79
2022-12-31 $1,354 20
2022-09-30 $1,471 20
2022-06-30 $3,670 34
2022-03-31 $2,344 20
2021-12-31 $3,678 20
2021-09-30 $7,845 30
2021-06-30 $36,380 94
2021-03-31 $9,638 30
2020-12-31 $13,492 40
2020-09-30 $18,804 40
2020-06-30 $5,070 20