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ZM · SPCX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ZMSPCX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ZM
  • SPCX
0204060202120222023202420252026
Holders and value by quarter
QuarterZMSPCX
Q3 202030 holders, $13.1bnnone listed holders, n.a.
Q4 202035 holders, $9.9bnnone listed holders, n.a.
Q1 202124 holders, $12.2bnnone listed holders, n.a.
Q2 202126 holders, $19.2bnnone listed holders, n.a.
Q3 202125 holders, $15.0bnnone listed holders, n.a.
Q4 202121 holders, $10.5bnnone listed holders, n.a.
Q1 202221 holders, $6.0bnnone listed holders, n.a.
Q2 202216 holders, $4.8bnnone listed holders, n.a.
Q3 202214 holders, $2.7bnnone listed holders, n.a.
Q4 202210 holders, $2.4bnnone listed holders, n.a.
Q1 202316 holders, $3.2bnnone listed holders, n.a.
Q2 202313 holders, $2.1bnnone listed holders, n.a.
Q3 202311 holders, $2.1bnnone listed holders, n.a.
Q4 202319 holders, $2.8bnnone listed holders, n.a.
Q1 202415 holders, $2.3bnnone listed holders, n.a.
Q2 202410 holders, $1.8bnnone listed holders, n.a.
Q3 202413 holders, $2.2bnnone listed holders, n.a.
Q4 202413 holders, $2.7bnnone listed holders, n.a.
Q1 202512 holders, $2.0bnnone listed holders, n.a.
Q2 202511 holders, $2.3bnnone listed holders, n.a.
Q3 202515 holders, $2.9bnnone listed holders, n.a.
Q4 202514 holders, $3.2bnnone listed holders, n.a.
Q1 202611 holders, $2.5bnnone listed holders, n.a.
Q2 202616 holders, $2.6bn42 holders, $105bn
ZM

Zoom Communications Inc

Holders
11
Reported value
$2.5bn
Buyers
14
Sellers
19

Breadth -5 among 91 comparable managers.

Software and IT servicesInternet, programming and data services
SPCX

Space Exploration Techn Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Software and IT servicesInternet, programming and data services

Who holds both, Q1 2026

Among the 11 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only ZM (11)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Walleye Capital LLC

Only SPCX (0)

None.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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