Position in ZM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,240,146
-$4,026,268 QoQ
Shares Held
202,017
-14.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 14.059707846369365.ToString("F0")%
Shared 0.ToString("F0")%
None 85.94029215363064.ToString("F0")%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $313,739,919 across 98 Software - Application names. ZM ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
374,180 | $26,914,767 | |
| 2 | CRM |
Salesforce, Inc.
|
137,994 | $25,759,339 | |
| 3 | ADP |
Automatic Data Processing Inc
|
119,948 | $24,371,034 | |
| 4 | NOW |
ServiceNow, Inc.
|
177,608 | $18,568,916 | |
| 5 | ADBE |
Adobe Inc.
|
69,009 | $16,774,707 | |
| 6 | ZM |
Zoom Communications, Inc.
This page
|
202,017 | $16,240,146 | |
| 7 | INTU |
Intuit Inc.
|
34,515 | $14,923,595 | |
| 8 | WRD |
WeRide Inc.
|
1,664,998 | $13,469,833 |
All Filings in ZM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,240,146 | 202,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,266,414 | 234,864 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $13,909,665 | 168,602 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,415,695 | 120,745 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,719,726 | 23,312 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,465,878 | 17,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,082,713 | 15,525 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $321,520 | 5,432 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $417,452 | 6,386 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $301,159 | 4,188 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $355,155 | 5,078 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $373,611 | 5,504 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $967,230 | 13,099 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $530,810 | 7,836 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $938,051 | 12,747 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,204,099 | 20,414 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,858,916 | 15,857 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,196,539 | 17,381 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,371,567 | 5,245 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,846,520 | 4,771 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,552,794 | 4,833 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $855,106 | 2,535 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,235,843 | 4,756 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $524,574 | 2,069 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||