13F

Stock

Zoom Communications, Inc.

ZM · held by 28 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$347.4M

Holders

28

+2 new · −1 exited

Holders’ est. mark

$1.82M

Price effect on 11 books still in the name

Largest holder

$204.5M

MORGAN STANLEY

Holder count by quarter

Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.48M$204.5M—Held
BANK OF AMERICA CORP /DE/1.25M$103.3M—Held
BARCLAYS PLC269.4K$22.2M$1.22MCut−$1.3M
Swiss Life Asset Management Ltd100.6K$8.3M$311.2KAdded$2.93M
OP Asset Management Ltd27.4K$2.26M$123.9KAdded$123.9K
Cresset Asset Management, LLC17.9K$1.48M$46.3KAdded$679.2K
AIA Group Ltd14.5K$1.2M—Held
Sanctuary Advisors, LLC12.1K$995.9K$39.5KAdded$314.5K
Leonteq Securities AG7.25K$598.5K$32.8KCut−$132.2K
Essential Partners LLC7.15K$590.1K$21.2KAdded$224.7K
Cambria Investment Management, L.P.3.77K$310.7K—Held
Savant Capital, LLC3.63K$299.7K$16.5KCut−$17.4K
National Philanthropic Trust3.55K$292.9K$14.9KAdded$35.7K
Allworth Financial LP3.3K$272.2K—Held
Investment Research Partners LLC3.19K$265.6K—Held
MRP Capital Investments, LLC2.8K$218.3K—Held
Pine Valley Investments Ltd Liability Co1.73K$142.8K—New
IFP Advisors, Inc1.4K$115.6K—Held
KBC Group NV659.4K$54.4K—Held
Prestige Wealth Management Group LLC100$8.25K$452Added$452
Strategic Investment Solutions, Inc. /IL100$8.25K—Held
Noble Wealth Management PBC38$3.13K—Held
MV CAPITAL MANAGEMENT, INC.29$2.39K—Held
Kilter Group LLC26$2.15K—Held
Principia Wealth Advisory, LLC15$1.24K—Held
NWI MANAGEMENT LP3K$248—New
Clark Wealth Partners1$86$8Added$8
FNY Investment Advisers, LLC35$2—Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.