Position in ZM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$18,284,428
+$2,044,282 QoQ
Shares Held
211,846
+4.9% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#104
of 861 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $344,516,194 across 113 Software - Application names. ZM ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
133,684 | $29,938,531 | |
| 2 | UBER |
Uber Technologies, Inc
|
348,310 | $25,134,049 | |
| 3 | CRM |
Salesforce, Inc.
|
134,104 | $21,008,732 | |
| 4 | ZM |
Zoom Communications, Inc.
This page
|
211,846 | $18,284,428 | |
| 5 | SNOW |
Snowflake Inc.
|
71,165 | $18,111,492 | |
| 6 | ADBE |
Adobe Inc.
|
79,882 | $16,377,407 | |
| 7 | NOW |
ServiceNow, Inc.
|
156,061 | $15,493,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
36,648 | $13,754,727 |
All Filings in ZM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,284,428 | 211,846 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||