Position in ZM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,003,007
+$256,747 QoQ
Shares Held
11,621
+25.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 860 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $365,975,451 across 56 Software - Application names. ZM ranks #28 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
544,491 | $39,290,470 | |
| 2 | ADP |
Automatic Data Processing Inc
|
166,358 | $37,255,872 | |
| 3 | NOW |
ServiceNow, Inc.
|
367,393 | $36,474,776 | |
| 4 | CRM |
Salesforce, Inc.
|
228,978 | $35,871,692 | |
| 5 | SHOP |
Shopify Inc.
|
303,346 | $34,636,044 | |
| 6 | PAYX |
Paychex Inc
|
235,405 | $23,147,372 | |
| 7 | ADSK |
Autodesk, Inc.
|
117,097 | $22,765,997 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
59,752 | $22,426,119 |
All Filings in ZM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,007 | 11,621 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $746,260 | 9,283 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $702,227 | 8,138 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $635,250 | 7,700 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $557,556 | 7,150 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $439,521 | 5,958 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $499,452 | 6,120 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $406,095 | 5,823 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $296,007 | 5,001 | Shares | Defined | 2024-08-21 | |
| 2023-12-31 | $259,449 | 3,608 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $250,384 | 3,580 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $306,545 | 4,516 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $296,762 | 4,019 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $270,214 | 3,989 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $452,357 | 6,147 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $749,635 | 6,943 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,152,019 | 9,827 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,249,586 | 12,232 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,848,757 | 14,718 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $4,861,870 | 12,562 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,093,233 | 12,740 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||