ZM in the 13F filings
Zoom Communications Inc · CUSIP 98980L101
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 19
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 11 listed it in both
- Shares listed
- 38,700,553
- combined, among listed positions
- Reported value
- $2.8bn
- combined, at the quarter end
Among the 93 comparable managers: 15 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing ZM in Q4 2023
19 of 19 holders
What managers have written about ZM
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Zoom's 2019 IPO letter from Eric S. Yuan · Zoom Video Communications · 22 Mar 2019 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- D. E. Shaw & Co.existing position · 1,887,104 shares now+861,742
- ARK Investment Management LLCexisting position · 10,964,576 shares now+781,663
- AQR Capital Management LLCexisting position · 957,015 shares now+474,230
- Acadian Asset Management LLCexisting position · 1,967,781 shares now+338,700
- Arrowstreet Capital LPnew position · 327,808 shares now+327,808
Reductions
- Baillie Gifford & Coexisting position · 1,028,079 shares now-2,190,660
- Tudor Investment Corpexisting position · 191,920 shares now-320,880
- Voloridge Investment Management LLCexisting position · 1,321,410 shares now-243,876
- Two Sigma Investments LPexisting position · 2,812,580 shares now-102,610
New positions and exits
New (5)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2019 | 10 | $616m | n.a. | n.a. |
| Q3 2019 | 7 | $639m | n.a. | n.a. |
| Q4 2019 | 10 | $1.2bn | n.a. | n.a. |
| Q1 2020 | 16 | $3.5bn | n.a. | n.a. |
| Q2 2020 | 20 | $8.2bn | n.a. | n.a. |
| Q3 2020 | 30 | $13.1bn | n.a. | n.a. |
| Q4 2020 | 35 | $9.9bn | n.a. | n.a. |
| Q1 2021 | 24 | $12.2bn | n.a. | n.a. |
| Q2 2021 | 26 | $19.2bn | n.a. | n.a. |
| Q3 2021 | 25 | $15.0bn | n.a. | n.a. |
| Q4 2021 | 21 | $10.5bn | n.a. | n.a. |
| Q1 2022 | 21 | $6.0bn | n.a. | n.a. |
| Q2 2022 | 16 | $4.8bn | n.a. | n.a. |
| Q3 2022 | 14 | $2.7bn | n.a. | n.a. |
| Q4 2022 | 10 | $2.4bn | n.a. | n.a. |
| Q1 2023 | 16 | $3.2bn | n.a. | n.a. |
| Q2 2023 | 13 | $2.1bn | n.a. | n.a. |
| Q3 2023 | 11 | $2.1bn | n.a. | n.a. |
| Q4 2023 | 19 | $2.8bn | 15 | 4 |
| Q1 2024 | 15 | $2.3bn | 10 | 7 |
| Q2 2024 | 10 | $1.8bn | 7 | 6 |
| Q3 2024 | 13 | $2.2bn | 10 | 5 |
| Q4 2024 | 13 | $2.7bn | 9 | 6 |
| Q1 2025 | 12 | $2.0bn | 6 | 6 |
| Q2 2025 | 11 | $2.3bn | 7 | 4 |
| Q3 2025 | 15 | $2.9bn | 13 | 2 |
| Q4 2025 | 14 | $3.2bn | 17 | 18 |
| Q1 2026 | 11 | $2.5bn | 14 | 19 |
| Q2 2026 | 16 | $2.6bn | 21 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ZM and GOOGL →ZM and META →ZM and SPCX →Choose a stock to compare with ZM →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ZM, latest filings →Back to the 13F Explorer →