BANK OF MONTREAL /CAN/

Bank

Position in ZM — Zoom Communications, Inc.

CIK 927971 TORONTO, A6

Back to ZM Full portfolio

Position in ZM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,292,404

+$303,531 QoQ

Shares Held

14,974

+21.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#359

of 861 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Common Shares in ZM Over Time

Shares Held

Position Value (USD)

Derivatives in ZM

reported options exposure · as of Dec 31, 2024

CallValue

$65,288

CallShares

800

PutValue

$1,134,379

PutShares

13,900

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, 2026

BANK OF MONTREAL /CAN/ holds $5,121,698,604 across 80 Software - Application names. ZM ranks #45 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	13,770,055	$1,572,264,874
2	SNOW	Snowflake Inc.	2,381,901	$606,193,802
3	NOW	ServiceNow, Inc.	4,787,110	$475,264,276
4	UBER	Uber Technologies, Inc	4,416,738	$318,711,811
5	SSNC	SS&C Technologies Holdings Inc	4,762,252	$295,497,732
6	ADBE	Adobe Inc.	916,955	$187,994,109
7	ADP	Automatic Data Processing Inc	796,251	$178,320,408
8	ROP	Roper Technologies Inc	477,851	$161,699,993

All Filings in ZM

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,292,404	14,974	+21.7%	Shares	Defined	2026-08-12
2026-03-31	$988,873	12,301	+12.2%	Shares	Defined	2026-05-13
2025-12-31	$945,995	10,963	+36.3%	Shares	Defined	2026-02-12
2025-09-30	$663,710	8,045	-12.3%	Shares	Defined	2025-11-13
2025-06-30	$715,072	9,170	+8.2%	Shares	Defined	2025-08-05
2025-03-31	$624,977	8,472	+1.3%	Shares	Defined	2025-05-13
2024-12-31	$682,828	8,367	+26.4%	Shares	Defined	2025-02-13
2024-12-31	$65,288	800	0.0%	Call	Defined	2025-02-13
2024-12-31	$1,134,379	13,900	+78.2%	Put	Defined	2025-02-13
2024-09-30	$55,792	800	-91.6%	Call	Defined	2024-11-13
2024-09-30	$543,972	7,800	-77.7%	Put	Defined	2024-11-13
2024-09-30	$461,467	6,617	-78.2%	Shares	Defined	2024-11-13
2024-06-30	$1,799,670	30,405	-94.8%	Shares	Defined	2024-08-14
2024-03-31	$2,287,950	35,000	0.0%	Put	Defined	2024-05-13
2024-03-31	$38,569,213	590,014	+42.6%	Shares	Defined	2024-05-13
2023-12-31	$29,752,185	413,742	+426.4%	Shares	Defined	2024-02-08
2023-09-30	$5,496,722	78,592	-28.3%	Shares	Defined	2023-11-01
2023-06-30	$7,441,614	109,629	-23.2%	Shares	Defined	2023-08-02
2023-03-31	$10,542,873	142,780	+179.2%	Shares	Defined	2024-06-13
2022-12-31	$3,464,560	51,145	-12.3%	Shares	Defined	2023-02-01
2022-09-30	$4,291,105	58,311	-80.8%	Shares	Defined	2022-11-10
2022-09-30	$2,575,650	35,000	-82.5%	Put	Defined	2022-11-10
2022-06-30	$32,822,013	303,992	-50.3%	Shares	Defined	2022-08-11
2022-06-30	$21,637,188	200,400	-61.0%	Put	Defined	2022-08-11
2022-03-31	$60,314,835	514,500	+279.1%	Put	Defined	2022-05-12
2022-03-31	$71,731,863	611,890	-44.7%	Shares	Defined	2022-05-12
2021-12-31	$203,526,758	1,106,665	+141.8%	Shares	Defined	2022-02-11
2021-09-30	$119,670,244	457,630	+784.7%	Shares	Defined	2021-11-12
2021-09-30	$35,485,550	135,700	+684.4%	Put	Defined	2021-11-12
2021-06-30	$20,020,284	51,728	+12.6%	Shares	Defined	2021-08-12
2021-03-31	$14,764,880	45,955	+15.3%	Shares	Defined	2021-05-13
2020-12-31	$13,445,572	39,860	+101.0%	Shares	Defined	2021-02-12
2020-09-30	$9,320,868	19,827	-15.1%	Shares	Defined	2020-11-12
2020-06-30	$4,386,242	17,300	0.0%	Put	Defined	2020-08-12
2020-06-30	$2,408,630	9,500	—	Call	Defined	2020-08-12
2020-06-30	$5,922,692	23,360	+282.2%	Shares	Defined	2020-08-12
2020-03-31	$2,527,876	17,300	—	Put	Defined	2020-05-13
2020-03-31	$893,085	6,112	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.