Position in ZM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$12,514,950
+$5,842,580 QoQ
Shares Held
145,000
+74.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#138
of 848 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Jun 30, 2026CallValue
$1,122,030
CallShares
13,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026ARDSLEY ADVISORY PARTNERS LP holds $35,154,488 across 9 Software - Application names. ZM ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
145,000 | $12,514,950 | |
| 2 | CRM |
Salesforce, Inc.
|
36,000 | $5,639,760 | |
| 3 | NAVN |
Navan, Inc.
|
200,000 | $4,574,000 | |
| 4 | MANH |
Manhattan Associates Inc
|
28,500 | $3,968,625 | |
| 5 | SHOP |
Shopify Inc.
|
32,500 | $3,710,850 | |
| 6 | NOW |
ServiceNow, Inc.
|
21,500 | $2,134,520 | |
| 7 | DSP |
Viant Technology Inc.
|
95,000 | $1,202,700 | |
| 8 | CVLT |
Commvault Systems Inc
|
6,100 | $864,553 |
All Filings in ZM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,030 | 13,000 | Call | Sole | 2026-07-13 | |
| 2026-06-30 | $12,514,950 | 145,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,672,370 | 83,000 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,848,970 | 23,000 | Call | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||