Position in ZM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,637,091
+$4,405,206 QoQ
Shares Held
53,726
+1515.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#222
of 861 holders
Holding Since
Sep 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BURNEY CO/ holds $38,584,731 across 15 Software - Application names. ZM ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
19,160 | $7,191,130 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
110,342 | $6,846,720 | |
| 3 | ADSK |
Autodesk, Inc.
|
29,930 | $5,818,990 | |
| 4 | ZM |
Zoom Communications, Inc.
This page
|
53,726 | $4,637,091 | |
| 5 | FICO |
Fair Isaac Corp
|
3,740 | $4,468,477 | |
| 6 | IDCC |
InterDigital, Inc.
|
9,410 | $2,664,253 | |
| 7 | UBER |
Uber Technologies, Inc
|
23,136 | $1,669,493 | |
| 8 | ADP |
Automatic Data Processing Inc
|
6,816 | $1,526,443 |
All Filings in ZM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,637,091 | 53,726 | Shares | Sole | 2026-07-15 | |
| 2024-09-30 | $231,885 | 3,325 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $316,863 | 4,668 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,408,986 | 59,710 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $203,016 | 2,997 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,040,326 | 68,492 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||