Which funds own ZM
Zoom Communications Inc in the Q2 2026 filings. At least 9 of the 91 current managers on file reported a position, worth $1.8bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 7 managers opened or added against 2 cutting.
- Managers holding
- 9
- at least, of 91 current
- Combined value
- $1.8bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 5
- already held
- Trimmed or sold out
- 2
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| AQR Capital Management LLC Quantitative · $287bn book | $563m | 0.2% | 6,530,217 | -$99m-1,831,794 | Trimmed |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $346m | 0.4% | 4,003,535 | +$29m+65,528 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $247m | 0.1% | 2,863,444 | +$38m+263,351 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $236m | 0.1% | 2,736,806 | +$180m+2,031,121 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $206m | 0.3% | 2,380,704 | +$7.8m-78,100 | Trimmed |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $103m | 0.1% | 1,187,308 | +$54m+580,356 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $54m | 0.3% | 620,411 | +$41m+466,393 | Added |
| Discovery Capital Management LLC Macro · $2.4bn book | $12m | 0.5% | 139,600 | opened139,600 | New |
| Winton Group Ltd Quantitative · $3.1bn book | $6.7m | 0.2% | 77,249 | opened77,249 | New |
Ownership through time
At least 16 of the 95 managers whose filings are on file listed ZM in Q2 2026, against 10 in Q2 2019. 5 managers more than in Q1 2026: 3 started positions; 4 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2019: 10
- Q3 2019: 7
- Q4 2019: 10
- Q1 2020: 16
- Q2 2020: 20
- Q3 2020: 30
- Q4 2020: 35
- Q1 2021: 24
- Q2 2021: 26
- Q3 2021: 25
- Q4 2021: 21
- Q1 2022: 21
- Q2 2022: 16
- Q3 2022: 14
- Q4 2022: 10
- Q1 2023: 16
- Q2 2023: 13
- Q3 2023: 11
- Q4 2023: 19
- Q1 2024: 15
- Q2 2024: 10
- Q3 2024: 13
- Q4 2024: 13
- Q1 2025: 12
- Q2 2025: 11
- Q3 2025: 15
- Q4 2025: 14
- Q1 2026: 11
- Q2 2026: 16
- Q2 2019: $616m
- Q3 2019: $639m
- Q4 2019: $1.2bn
- Q1 2020: $3.5bn
- Q2 2020: $8.2bn
- Q3 2020: $13.1bn
- Q4 2020: $9.9bn
- Q1 2021: $12.2bn
- Q2 2021: $19.2bn
- Q3 2021: $15.0bn
- Q4 2021: $10.5bn
- Q1 2022: $6.0bn
- Q2 2022: $4.8bn
- Q3 2022: $2.7bn
- Q4 2022: $2.4bn
- Q1 2023: $3.2bn
- Q2 2023: $2.1bn
- Q3 2023: $2.1bn
- Q4 2023: $2.8bn
- Q1 2024: $2.3bn
- Q2 2024: $1.8bn
- Q3 2024: $2.2bn
- Q4 2024: $2.7bn
- Q1 2025: $2.0bn
- Q2 2025: $2.3bn
- Q3 2025: $2.9bn
- Q4 2025: $3.2bn
- Q1 2026: $2.5bn
- Q2 2026: $2.6bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Point72 Asset Management LP606,952 to 1,187,308 shares+$50m
- Marshall Wace LLP427,997 to 965,819 shares+$46m
- ExodusPoint Capital Management LP154,018 to 620,411 shares+$40m
- Arrowstreet Capital LP2,600,093 to 2,863,444 shares+$23m
- Discovery Capital Management LLCnew: 139,600 shares+$12m
Largest decreases, by shares
- AQR Capital Management LLC8,362,011 to 6,530,217 shares-$158m
- Fidelity (FMR LLC)7,660,272 to 7,198,258 shares-$40m
- Schonfeld Strategic Advisors LLC230,987 to 87,547 shares-$12m
- Renaissance Technologies LLC2,458,804 to 2,380,704 shares-$6.7m
Left it
No manager on file is shown leaving it.
What ZM is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around ZM →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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