ZM in the 13F filings
Zoom Communications Inc · CUSIP 98980L101
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 25 Jul 2024
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 7 listed it in both
- Shares listed
- 30,310,516
- combined, among listed positions
- Reported value
- $1.8bn
- combined, at the quarter end
Among the 94 comparable managers: 7 buyers (opened or added shares) and 6 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 Q2 2024
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 10,049,491 | $595m | under 0.1% | Added | +2,414,616 | 5 Nov 2026 (the filing on sec.gov) |
| AQR Capital Management LLC | 5,731,354 | $337m | 0.52% | Added | +2,520,987 | 14 Aug 2024 (the filing on sec.gov) |
| Acadian Asset Management LLC | 4,902,397 | $290m | 0.89% | Added | +1,855,679 | 6 Aug 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 3,455,848 | $205m | 0.35% | Trimmed | -638,000 | 9 Aug 2024 (the filing on sec.gov) |
| ARK Investment Management LLC | 2,522,025 | $149m | 1.32% | Trimmed | -3,808,502 | 26 Jul 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 2,167,898 | $128m | 0.34% | New | new | 16 Sep 2024 (the filing on sec.gov) |
| Two Sigma Advisers LP | 1,319,900 | $78m | 0.17% | Trimmed | -2,386,900 | 14 Aug 2024 (the filing on sec.gov) |
| Bridgewater Associates LP | 84,212 | $5.0m | under 0.1% | New | new | 14 Aug 2024 (the filing on sec.gov) |
| Eisler Capital Management Ltd | 51,762 | $3.1m | under 0.1% | Added | +16,188 | 13 Aug 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 25,629 | $1.5m | under 0.1% | New | new | 14 Aug 2024 (the filing on sec.gov) |
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
- AQR Capital Management LLCexisting position · 5,731,354 shares now+2,520,987
- Fidelity (FMR LLC)existing position · 10,049,491 shares now+2,414,616
- Point72 Asset Management LPnew position · 2,167,898 shares now+2,167,898
- Acadian Asset Management LLCexisting position · 4,902,397 shares now+1,855,679
- Bridgewater Associates LPnew position · 84,212 shares now+84,212
Reductions
- ARK Investment Management LLCexisting position · 2,522,025 shares now-3,808,502
- Two Sigma Advisers LPexisting position · 1,319,900 shares now-2,386,900
- Renaissance Technologies LLCexisting position · 3,455,848 shares now-638,000
New positions and exits
New (3)
Exited (3)
- Voloridge Investment Management LLCwas $60m
- Baillie Gifford & Cowas $33m
- PDT Partners LLCwas $1.5m
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.
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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 →