Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ZOOM COMMUNICATIONS INC · CL A · quarter ended 2026-03-31 · 5 members disclosed ZM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 601 holders are listed, largest first: 601
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $12.9B
holders whose share count rose or who opened the position (new + add), by shares: 292
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 106

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ZM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.4B	17,777,558	+453,370	ADD
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	13,402,043	—	NO PRIOR
3	VANGUARD CAPITAL MANAGEMENT LLC	$924M	11,490,856	—	NO PRIOR
4	AQR CAPITAL MANAGEMENT LLC	$662M	8,362,011	−3,833,232	TRIM
5	STATE STREET CORP	$629M	7,828,632	+245,708	ADD
6	FMR LLC	$616M	7,660,272	−4,134,300	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$426M	5,267,794	+128,211	ADD
8	CITADEL ADVISORS LLC	$340M	4,230,754	+3,601,442	ADD
9	Alyeska Investment Group, L.P.	$252M	3,136,350	+2,844,498	ADD
10	FIL Ltd	$227M	2,821,279	−463,582	TRIM
11	Robeco Institutional Asset Management B.V.	$218M	2,712,913	+68,091	ADD
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$214M	2,656,005	−196,616	TRIM
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$209M	2,600,093	−167,588	TRIM
14	RENAISSANCE TECHNOLOGIES LLC	$198M	2,458,804	−619,700	TRIM
15	DIMENSIONAL FUND ADVISORS LP	$189M	2,352,126	+94,043	ADD
16	Legal & General Group Plc	$163M	2,023,204	+6,721	ADD
17	Allianz Asset Management GmbH	$160M	1,989,045	−123,770	TRIM
18	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$157M	1,948,263	+73,562	ADD
19	NORTHERN TRUST CORP	$143M	1,779,912	+33,611	ADD
20	BANK OF AMERICA CORP /DE/	$142M	1,767,728	+592,899	ADD
21	VANGUARD FIDUCIARY TRUST CO	$132M	1,639,039	—	NO PRIOR
22	MORGAN STANLEY	$127M	1,576,073	−42,235	TRIM
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$115M	1,427,085	+55,500	ADD
24	UBS Group AG	$114M	1,424,251	−785,489	TRIM
25	Bank of New York Mellon Corp	$113M	1,411,745	+434,981	ADD
26	FIRST TRUST ADVISORS LP	$110M	1,362,501	+36,657	ADD
27	Atreides Management, LP	$106M	1,315,605	+1,315,605	NEW
28	PRIMECAP MANAGEMENT CO/CA/	$100M	1,246,800	−2,800	TRIM
29	Comprehensive Financial Management LLC	$94.2M	1,171,195	0	NO CHANGE
30	PANAGORA ASSET MANAGEMENT INC	$91.8M	1,141,889	+18,107	ADD
31	DEUTSCHE BANK AG\	$87.4M	1,086,724	−31,744	TRIM
32	Quantinno Capital Management LP	$83.5M	1,038,312	−109,965	TRIM
33	Invesco Ltd.	$83.4M	1,037,486	+75,904	ADD
34	Rubric Capital Management LP	$80.5M	1,001,006	+1,001,006	NEW
35	WORLDQUANT MILLENNIUM ADVISORS LLC	$77.0M	958,088	−253,588	TRIM
36	Altshuler Shaham Ltd	$73.2M	910,721	−1,132,497	TRIM
37	NORDEA INVESTMENT MANAGEMENT AB	$68.0M	860,118	+12,493	ADD
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$63.8M	794,129	+302	ADD
39	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$61.1M	759,891	+297,088	ADD
40	Retirement Systems of Alabama	$61.0M	758,533	+53,970	ADD
41	Swiss National Bank	$59.8M	744,200	+48,500	ADD
42	National Pension Service	$57.3M	712,254	+712,254	NEW
43	RAYMOND JAMES FINANCIAL INC	$57.2M	724,824	−227,267	TRIM
44	D. E. Shaw & Co., Inc.	$56.7M	705,685	+448,362	ADD
45	Amundi	$52.8M	656,679	−288,055	TRIM
46	MILLENNIUM MANAGEMENT LLC	$52.5M	652,654	+80,085	ADD
47	Point72 Asset Management, L.P.	$48.8M	606,952	+606,952	NEW
48	LMR Partners LLP	$48.2M	600,000	+120,799	ADD
49	Qube Research & Technologies Ltd	$48.1M	598,485	−1,427,645	TRIM
50	PRUDENTIAL FINANCIAL INC	$48.0M	596,673	+384,588	ADD
51	SEIZERT CAPITAL PARTNERS, LLC	$46.6M	579,842	+493,006	ADD
52	SEI INVESTMENTS CO	$46.5M	578,408	+205,860	ADD
53	JACOBS LEVY EQUITY MANAGEMENT, INC	$43.1M	536,203	−25,548	TRIM
54	Junto Capital Management LP	$42.8M	532,840	+135,297	ADD
55	BNP Paribas Asset Management Holding S.A.	$39.2M	487,193	−142,268	TRIM
56	VANGUARD ASSET MANAGEMENT, Ltd	$36.5M	453,620	—	NO PRIOR
57	Assenagon Asset Management S.A.	$36.0M	447,561	−524,922	TRIM
58	IEQ CAPITAL, LLC	$34.6M	430,926	−406,622	TRIM
59	Nuveen, LLC	$34.1M	423,875	+24,586	ADD
60	KLP KAPITALFORVALTNING AS	$33.2M	413,100	0	NO CHANGE
61	PFA Pension, Forsikringsaktieselskab	$31.7M	394,372	+394,372	NEW
62	HSBC HOLDINGS PLC	$30.5M	380,043	−464,897	TRIM
63	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$30.1M	374,234	−21,865	TRIM
64	Grantham, Mayo, Van Otterloo & Co. LLC	$29.9M	372,029	+44,317	ADD
65	STOREBRAND ASSET MANAGEMENT AS	$29.3M	364,881	—	NO PRIOR
66	Vinva Investment Management Ltd	$29.1M	370,044	−234,213	TRIM
67	FRANKLIN RESOURCES INC	$28.8M	358,633	−114,170	TRIM
68	TD ASSET MANAGEMENT INC	$28.6M	355,986	−43,895	TRIM
69	TEACHER RETIREMENT SYSTEM OF TEXAS	$28.1M	348,991	−47,288	TRIM
70	Arbejdsmarkedets Tillaegspension	$26.8M	333,464	+68,042	ADD
71	Ghisallo Capital Management LLC	$26.1M	325,000	+325,000	NEW
72	Empowered Funds, LLC	$24.6M	305,821	+162,902	ADD
73	ALLIANCEBERNSTEIN L.P.	$23.5M	272,496	−102,528	TRIM
74	FEDERATED HERMES, INC.	$22.9M	284,336	+7,652	ADD
75	AMERICAN CENTURY COMPANIES INC	$21.8M	271,353	−19,825	TRIM
76	Mitsubishi UFJ Asset Management Co., Ltd.	$21.5M	266,839	+10,590	ADD
77	CITIGROUP INC	$21.2M	263,634	+38,500	ADD
78	TWO SIGMA INVESTMENTS, LP	$21.0M	260,761	−337,582	TRIM
79	Aberdeen Group plc	$20.7M	257,444	−5,194	TRIM
80	Gotham Asset Management, LLC	$18.7M	232,729	−16,754	TRIM
81	Schonfeld Strategic Advisors LLC	$18.6M	230,987	+225,916	ADD
82	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$18.4M	229,486	0	NO CHANGE
83	ROYAL BANK OF CANADA	$18.4M	228,740	−78,368	TRIM
84	Benchstone Capital Management LP	$18.3M	228,082	+228,082	NEW
85	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.3M	227,457	−15,358	TRIM
86	Korea Investment CORP	$18.2M	226,417	+62,255	ADD
87	Cerity Partners LLC	$17.8M	221,108	−483,075	TRIM
88	AVIVA PLC	$17.5M	217,139	+13,331	ADD
89	Rockefeller Capital Management L.P.	$17.2M	213,894	−179,710	TRIM
90	Man Group plc	$17.1M	212,448	−292,101	TRIM
91	CWM, LLC	$16.6M	205,948	−121,716	TRIM
92	MERCER GLOBAL ADVISORS INC /ADV	$16.2M	202,017	−32,847	TRIM
93	ZACKS INVESTMENT MANAGEMENT	$16.2M	200,942	−6,533	TRIM
94	Mariner, LLC	$16.0M	198,778	−58,700	TRIM
95	Illinois Municipal Retirement Fund	$15.7M	195,262	−69,659	TRIM
96	STATE OF MICHIGAN RETIREMENT SYSTEM	$15.3M	189,866	0	NO CHANGE
97	Oribel Capital Management, LP	$15.2M	189,000	+189,000	NEW
98	Eurizon Capital SGR S.p.A.	$15.2M	188,566	+188,566	NEW
99	Zurich Insurance Group Ltd/FI	$14.7M	183,269	+183,269	NEW
100	Polar Capital Holdings Plc	$14.4M	179,303	+179,303	NEW
101	PEAK6 LLC	$14.1M	175,203	+175,203	NEW
102	Aware Super Pty Ltd as trustee of Aware Super	$13.8M	171,426	—	NO PRIOR
103	NEW YORK STATE COMMON RETIREMENT FUND	$13.7M	170,008	0	NO CHANGE
104	Clearstead Advisors, LLC	$13.6M	169,533	−25,178	TRIM
105	Allspring Global Investments Holdings, LLC	$13.2M	164,171	+76,531	ADD
106	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$13.2M	164,372	+10,100	ADD
107	Distillate Capital Partners LLC	$13.0M	162,091	−229	TRIM
108	Nishkama Capital, LLC	$12.7M	158,000	+158,000	NEW
109	APG Asset Management N.V.	$12.6M	180,050	−3,932	TRIM
110	Meridiem Capital Partners LP	$12.4M	154,262	+154,262	NEW
111	ExodusPoint Capital Management, LP	$12.4M	154,018	+120,205	ADD
112	Walleye Capital LLC	$12.2M	152,032	+152,031	ADD
113	SEB Asset Management AB	$11.8M	147,223	—	NO PRIOR
114	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$11.6M	144,550	+56,550	ADD
115	ROYAL LONDON ASSET MANAGEMENT LTD	$11.4M	141,934	+11,000	ADD
116	Vanguard Global Advisers, LLC	$11.3M	140,191	—	NO PRIOR
117	BANQUE PICTET & CIE SA	$10.9M	135,971	−1,499	TRIM
118	DANSKE BANK A/S	$10.9M	135,783	−13,165	TRIM
119	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$10.8M	134,384	−12,960	TRIM
120	Beacon Pointe Advisors, LLC	$10.7M	133,615	+12,841	ADD
121	WELLS FARGO & COMPANY/MN	$10.7M	133,434	−8,095	TRIM
122	STATE OF WISCONSIN INVESTMENT BOARD	$10.6M	132,210	+4,290	ADD
123	Swedbank AB	$10.6M	131,416	+20,300	ADD
124	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$10.4M	129,176	−33,300	TRIM
125	Vanguard Investments Australia, Ltd.	$10.2M	126,741	—	NO PRIOR
126	Creative Planning	$9.7M	120,096	−65,594	TRIM
127	LPL Financial LLC	$9.6M	119,426	+11,209	ADD
128	Asset Management One Co., Ltd.	$9.6M	119,279	+6,261	ADD
129	Focus Partners Wealth	$9.5M	112,898	−33,901	TRIM
130	BLAIR WILLIAM & CO/IL	$9.1M	113,514	−600	TRIM
131	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$8.8M	119,576	−36,109	TRIM
132	Moran Wealth Management, LLC	$8.7M	107,601	+71,369	ADD
133	JANE STREET GROUP, LLC	$8.6M	107,443	−311,472	TRIM
134	Avory & Company, LLC	$8.6M	106,817	−172,692	TRIM
135	Tredje AP-fonden	$8.3M	103,713	+75,812	ADD
136	IMC-Chicago, LLC	$8.1M	101,065	+61,594	ADD
137	ENVESTNET ASSET MANAGEMENT INC	$8.1M	100,876	+48,817	ADD
138	Pictet Asset Management Holding SA	$8.0M	99,976	−813	TRIM
139	Hidden Lake Asset Management LP	$7.8M	97,356	+97,356	NEW
140	Jain Global LLC	$7.7M	96,140	+24,900	ADD
141	Resona Asset Management Co.,Ltd.	$7.6M	94,652	+4,131	ADD
142	XTX Topco Ltd	$7.5M	93,395	+23,262	ADD
143	L2 Asset Management, LLC	$7.1M	88,028	+12,296	ADD
144	CWA Asset Management Group, LLC	$7.0M	86,744	+12,771	ADD
145	NATIONAL BANK OF CANADA /FI/	$6.9M	85,552	+78,246	ADD
146	State of New Jersey Common Pension Fund D	$6.9M	85,562	0	NO CHANGE
147	ARDSLEY ADVISORY PARTNERS LP	$6.7M	83,000	+83,000	NEW
148	NOMURA ASSET MANAGEMENT CO LTD	$6.6M	82,399	+430	ADD
149	Lansforsakringar Fondforvaltning AB (publ)	$6.6M	82,139	−7,010	TRIM
150	Mudita Advisors LLP	$6.3M	78,800	+78,800	NEW
151	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$6.2M	78,398	+9,323	ADD
152	Investment Management Corp of Ontario	$6.2M	77,532	+34,207	ADD
153	Zurcher Kantonalbank (Zurich Cantonalbank)	$6.2M	77,353	+10,216	ADD
154	MYDA Advisors LLC	$6.0M	75,000	+75,000	NEW
155	Havemeyer Place LP	$5.8M	72,159	+72,159	NEW
156	Hudson Capital Management LLC	$5.8M	72,148	+4,986	ADD
157	MACKENZIE FINANCIAL CORP	$5.7M	71,135	+11,806	ADD
158	Caption Management, LLC	$5.7M	70,400	+965	ADD
159	Arizona State Retirement System	$5.5M	68,901	−969	TRIM
160	Walleye Trading LLC	$5.5M	68,406	−1,788	TRIM
161	Dana Investment Advisors, Inc.	$5.5M	68,114	−716	TRIM
162	OSSIAM	$5.4M	67,015	+6,345	ADD
163	Corient Private Wealth LLC	$5.3M	68,080	−250,840	TRIM
164	PRINCIPAL FINANCIAL GROUP INC	$5.1M	63,736	+50,574	ADD
165	CANADA PENSION PLAN INVESTMENT BOARD	$5.1M	62,911	−58,646	TRIM
166	HighTower Advisors, LLC	$5.0M	62,593	+82	ADD
167	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.9M	61,229	+1,097	ADD
168	Ensign Peak Advisors, Inc	$4.5M	55,774	+357	ADD
169	DnB Asset Management AS	$4.4M	55,024	+2,298	ADD
170	USS Investment Management Ltd	$4.4M	54,871	+3,455	ADD
171	IFM Investors Pty Ltd	$4.3M	53,489	+2,260	ADD
172	LBP AM SA	$4.3M	52,975	+52,975	NEW
173	Thrive Capital Management, LLC	$4.0M	49,496	+8,062	ADD
174	Lane Generational LLC	$3.9M	48,588	−6	TRIM
175	Baker Avenue Asset Management, LP	$3.9M	48,140	+4,805	ADD
176	Elo Mutual Pension Insurance Co	$3.8M	46,972	−1,095	TRIM
177	Silver Lake Advisory, LLC	$3.8M	46,895	+2,000	ADD
178	Kerrisdale Advisers, LLC	$3.8M	46,649	+8,850	ADD
179	Connor, Clark & Lunn Investment Management Ltd.	$3.7M	45,513	+28,642	ADD
180	MACQUARIE GROUP LTD	$3.6M	45,208	−42,509	TRIM
181	Daiwa Securities Group Inc.	$3.6M	44,770	+19,255	ADD
182	GRIMES & Co WEALTH MANAGEMENT, LLC	$3.5M	43,706	−5,877	TRIM
183	Utah Retirement Systems	$3.5M	43,622	0	NO CHANGE
184	Crossmark Global Holdings, Inc.	$3.4M	42,600	—	NO PRIOR
185	CREDIT AGRICOLE S A	$3.4M	42,548	+21,099	ADD
186	Federation des caisses Desjardins du Quebec	$3.4M	42,252	+2,190	ADD
187	QRG CAPITAL MANAGEMENT, INC.	$3.2M	40,060	+6,280	ADD
188	BW Gestao de Investimentos Ltda.	$3.2M	40,058	+40,058	NEW
189	Family Manage LLC	$3.2M	39,536	−1,368	TRIM
190	Oxbow Advisors, LLC	$3.1M	38,622	+279	ADD
191	Cetera Investment Advisers	$3.0M	36,998	−172	TRIM
192	Heron Bay Capital Management	$3.0M	36,838	+9,642	ADD
193	J. Goldman & Co LP	$2.9M	36,680	+36,680	NEW
194	Delta Global Management LP	$2.9M	36,184	+36,184	NEW
195	XPONANCE LLC	$2.9M	36,006	+5,740	ADD
196	BOOTHBAY FUND MANAGEMENT, LLC	$2.9M	35,882	+31,616	ADD
197	Tidal Investments LLC	$2.8M	35,147	+4,512	ADD
198	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.8M	34,946	−10,011	TRIM
199	Atom Investors LP	$2.8M	34,469	+34,469	NEW
200	Vontobel Holding Ltd.	$2.8M	34,262	+5,590	ADD
201	TORONTO DOMINION BANK	$2.7M	33,898	−6,798	TRIM
202	Edgestream Partners, L.P.	$2.7M	33,445	+33,445	NEW
203	Ashton Thomas Private Wealth, LLC	$2.7M	33,159	−3,415	TRIM
204	Accurate Wealth Management, LLC	$2.6M	32,296	−7,664	TRIM
205	Mirae Asset Global Investments Co., Ltd.	$2.5M	31,093	−18,963	TRIM
206	CenterBook Partners LP	$2.5M	30,862	+30,862	NEW
207	Apella Capital, LLC	$2.5M	27,991	+3,462	ADD
208	VOYA INVESTMENT MANAGEMENT LLC	$2.4M	30,313	−280	TRIM
209	Merit Financial Group, LLC	$2.4M	30,036	−19,137	TRIM
210	Swiss Life Asset Management Ltd	$2.4M	29,825	+9,276	ADD
211	Peak Asset Management, LLC	$2.4M	29,249	+2,141	ADD
212	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.3M	29,145	−9,803	TRIM
213	Cresset Asset Management, LLC	$2.3M	28,195	+11,772	ADD
214	LAZARD ASSET MANAGEMENT LLC	$2.3M	28,183	+57	ADD
215	Regal Investment Advisors LLC	$2.2M	27,762	+27,762	NEW
216	RB Capital Management, LLC	$2.2M	26,897	+1,568	ADD
217	Summit Trail Advisors, LLC	$2.2M	26,872	−9,118	TRIM
218	BALYASNY ASSET MANAGEMENT L.P.	$2.2M	26,859	−221,694	TRIM
219	Janus Henderson Group Ltd.	$2.1M	26,635	0	NO CHANGE
220	Vanguard Personalized Indexing Management, LLC	$2.1M	26,497	−3,176	TRIM
221	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.1M	26,398	+1,517	ADD
222	Massar Capital Management, LP	$2.1M	26,320	+26,320	NEW
223	Quinn Opportunity Partners LLC	$2.1M	26,000	0	NO CHANGE
224	Yelin Lapidot Holdings Management Ltd.	$2.1M	25,900	0	NO CHANGE
225	OP Asset Management Ltd	$2.0M	25,376	—	NO PRIOR
226	SummitTX Capital, L.P.	$2.0M	25,145	+18,410	ADD
227	Greenhaven Road Investment Management, L.P.	$2.0M	25,000	+25,000	NEW
228	Phoenix Financial Ltd.	$2.0M	24,663	+24,663	NEW
229	Dai-ichi Life Insurance Company, Ltd	$2.0M	24,389	−2,505	TRIM
230	Strategic Global Advisors, LLC	$1.9M	24,227	−320	TRIM
231	STIFEL FINANCIAL CORP	$1.9M	24,152	+3,141	ADD
232	Rakuten Investment Management, Inc.	$1.9M	23,414	+12,659	ADD
233	Pallas Capital Advisors LLC	$1.9M	23,659	−24,591	TRIM
234	Focus Partners Advisor Solutions, LLC	$1.9M	23,543	−19,159	TRIM
235	BANK OF NOVA SCOTIA	$1.9M	23,177	−37,747	TRIM
236	Brevan Howard Capital Management LP	$1.9M	23,170	−5,397	TRIM
237	Caprock Group, LLC	$1.8M	22,954	−15,162	TRIM
238	Board of the Pension Protection Fund	$1.8M	22,800	+1,400	ADD
239	Engineers Gate Manager LP	$1.8M	22,640	−109,518	TRIM
240	OSAIC HOLDINGS, INC.	$1.8M	21,949	−1,897	TRIM
241	CGN Advisors LLC	$1.8M	21,813	+3,047	ADD
242	Convergence Investment Partners, LLC	$1.7M	21,655	−17,291	TRIM
243	Verdad Advisers, LP	$1.7M	21,580	+649	ADD
244	PICTON MAHONEY ASSET MANAGEMENT	$1.7M	21,557	+21,540	ADD
245	Collar Capital Management, LLC	$1.7M	20,910	+133	ADD
246	Circle Wealth Management, LLC	$1.7M	20,883	+4,768	ADD
247	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.6M	20,227	+14,105	ADD
248	Virtus Investment Advisers, LLC	$1.6M	20,094	−2,375	TRIM
249	COMMONWEALTH EQUITY SERVICES, LLC	$1.5M	19,165	−6,186	TRIM
250	Fideuram Asset Management (Ireland) dac	$1.5M	18,512	+18,294	ADD
251	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$1.5M	18,914	+1,260	ADD
252	WELLINGTON MANAGEMENT GROUP LLP	$1.5M	18,370	−3,784	TRIM
253	Avanza Fonder AB	$1.5M	18,081	0	NO CHANGE
254	Chicago Partners Investment Group LLC	$1.5M	15,794	−6,721	TRIM
255	Manatuck Hill Partners, LLC	$1.4M	18,000	+18,000	NEW
256	EASTERLY INVESTMENT PARTNERS LLC	$1.4M	17,877	+18	ADD
257	MML INVESTORS SERVICES, LLC	$1.4M	17,400	+154	ADD
258	Diversified Trust Co	$1.4M	17,381	−9,446	TRIM
259	North Dakota State Investment Board	$1.4M	17,132	−2,028	TRIM
260	Archon Capital Management LLC	$1.4M	17,000	+17,000	NEW
261	Centiva Capital, LP	$1.3M	16,667	−1,900	TRIM
262	Cannon Global Investment Management, LLC	$1.3M	16,300	+3,100	ADD
263	Northwest & Ethical Investments L.P.	$1.3M	16,096	+16,096	NEW
264	ALPS ADVISORS INC	$1.3M	16,080	+1,200	ADD
265	Harrington Investments, INC	$1.3M	16,059	−115	TRIM
266	Inscription Capital, LLC	$1.2M	15,498	−1,206	TRIM
267	Sanctuary Advisors, LLC	$1.2M	15,409	−4,979	TRIM
268	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.2M	15,347	+588	ADD
269	NORTHSTAR ASSET MANAGEMENT INC	$1.2M	15,038	−10,584	TRIM
270	CSS LLC/IL	$1.2M	14,740	−430	TRIM
271	Allworth Financial LP	$1.2M	14,687	−2,663	TRIM
272	Camelot Portfolios, LLC	$1.1M	14,176	−654	TRIM
273	Sivia Capital Partners, LLC	$1.1M	13,837	+890	ADD
274	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.1M	13,614	−2,871	TRIM
275	Krilogy Financial LLC	$1.1M	12,481	−14,151	TRIM
276	Encompass More Asset Management	$1.1M	13,409	+13,409	NEW
277	Aaron Wealth Advisors LLC	$1.1M	13,066	−13,709	TRIM
278	NorthCrest Asset Manangement, LLC	$1.0M	12,591	−13,298	TRIM
279	Maryland State Retirement & Pension System	$1.0M	12,876	0	NO CHANGE
280	OMERS ADMINISTRATION Corp	$1.0M	12,820	−6,591	TRIM
281	FIFTH THIRD BANCORP	$1.0M	12,727	+11,251	ADD
282	denkapparat Operations GmbH	$1.0M	12,638	0	NO CHANGE
283	CIBC Asset Management Inc	$1.0M	12,612	+673	ADD
284	Rehmann Capital Advisory Group	$1.0M	12,506	+12,506	NEW
285	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.0M	12,485	+12,485	NEW
286	BANK OF MONTREAL /CAN/	$989K	12,301	+1,338	ADD
287	Grant Private Wealth Management Inc	$989K	12,300	+409	ADD
288	CIBC Bancorp USA Inc.	$969K	12,059	—	NO PRIOR
289	EVOKE WEALTH, LLC	$961K	11,960	−1,091	TRIM
290	Candriam S.C.A.	$960K	11,943	−3,064	TRIM
291	AFFINITY INVESTMENT ADVISORS, LLC	$952K	11,838	+1,815	ADD
292	EVOLVE PRIVATE WEALTH, LLC	$941K	11,709	−9,798	TRIM
293	Bull Harbor Capital LLC	$939K	11,675	—	NO PRIOR
294	Pathstone Holdings, LLC	$934K	11,617	+2,602	ADD
295	NewEdge Advisors, LLC	$933K	11,612	+11,612	NEW
296	Wealthfront Advisers LLC	$925K	11,505	−1,653	TRIM
297	Marex Group Ltd	$915K	11,388	−4,414	TRIM
298	Kestra Investment Management, LLC	$910K	11,318	+1,784	ADD
299	Perpetual Ltd	$885K	11,014	−15,848	TRIM
300	Kera Capital Partners, Inc.	$884K	10,995	−4,210	TRIM
301	NOMURA HOLDINGS INC	$870K	10,825	−2,273	TRIM
302	Wynn Capital, LLC	$845K	10,507	+335	ADD
303	Credit Capital Investments LLC	$844K	10,500	+6,000	ADD
304	Osmosis Investment Management UK Ltd	$842K	10,477	+10,477	NEW
305	GLOBALT Investments LLC / GA	$822K	10,228	+10,228	NEW
306	Sequoia Financial Advisors, LLC	$822K	10,220	−5,446	TRIM
307	WINNACLE WEALTH LLC	$809K	10,068	+10,068	NEW
308	TOKIO MARINE ASSET MANAGEMENT CO LTD	$807K	10,040	+74	ADD
309	MEITAV INVESTMENT HOUSE LTD	$804K	10,000	+10,000	NEW
310	Perigon Wealth Management, LLC	$803K	9,987	−5,864	TRIM
311	Woodline Partners LP	$798K	9,925	+5,296	ADD
312	Vident Advisory, LLC	$781K	9,709	+2,918	ADD
313	J. Safra Sarasin Holding AG	$773K	9,621	−1,258	TRIM
314	Qtron Investments LLC	$752K	9,358	0	NO CHANGE
315	TRUIST FINANCIAL CORP	$746K	9,283	+1,145	ADD
316	NATIXIS	$742K	9,230	+2,770	ADD
317	GUGGENHEIM CAPITAL LLC	$735K	9,140	−417	TRIM
318	E. Ohman J:or Asset Management AB	$728K	9,050	0	NO CHANGE
319	Banque Cantonale Vaudoise	$727K	9,047	−11,531	TRIM
320	State of Wyoming	$720K	8,955	−685	TRIM
321	Brookstone Capital Management	$700K	8,713	+689	ADD
322	ABN AMRO INVESTMENT SOLUTIONS	$694K	8,634	+8,634	NEW
323	Siemens Fonds Invest GmbH	$691K	8,597	+213	ADD
324	PROFUND ADVISORS LLC	$685K	8,523	−1,177	TRIM
325	OPPENHEIMER & CO INC	$665K	8,273	+5,791	ADD
326	Fieldview Capital Management, LLC	$664K	8,261	−11,843	TRIM
327	Compound Planning, Inc.	$658K	8,188	+248	ADD
328	Synergy Financial Group, LTD	$658K	8,182	+1,081	ADD
329	ASR Vermogensbeheer N.V.	$657K	8,171	+724	ADD
330	RITHOLTZ WEALTH MANAGEMENT	$645K	8,019	+4,710	ADD
331	SORA INVESTORS LLC	$643K	8,000	+8,000	NEW
332	Talon Private Wealth, LLC	$641K	7,979	—	NO PRIOR
333	MOKAN Wealth Management Inc.	$638K	7,929	+4,709	ADD
334	LECAP ASSET MANAGEMENT LTD	$637K	7,928	−545	TRIM
335	WESTPAC BANKING CORP	$607K	7,550	+6,157	ADD
336	Vectors Research Management, LLC	$607K	7,545	+34	ADD
337	3Chopt Investment Partners, LLC	$592K	7,370	+119	ADD
338	Twin Tree Management, LP	$591K	7,355	+7,355	NEW
339	Rafferty Asset Management, LLC	$590K	7,341	−1,161	TRIM
340	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$589K	7,330	+1,174	ADD
341	Savant Capital, LLC	$583K	7,250	+3,266	ADD
342	Everhart Financial Group, Inc.	$575K	7,149	+79	ADD
343	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$573K	7,122	−89,579	TRIM
344	MISSION WEALTH MANAGEMENT, LP	$563K	6,999	−744	TRIM
345	Lombard Odier Asset Management (Switzerland) SA	$562K	6,994	+6,994	NEW
346	CHOREO, LLC	$555K	6,908	−3,842	TRIM
347	Alta Wealth Advisors LLC	$553K	6,876	−330	TRIM
348	Arax Advisory Partners	$552K	6,181	+3,983	ADD
349	Essex Financial Services, Inc.	$551K	6,860	−1,356	TRIM
350	EVERGREEN CAPITAL MANAGEMENT LLC	$551K	6,859	−197	TRIM
351	Perbak Capital Partners LLP	$551K	6,852	+3,741	ADD
352	Verition Fund Management LLC	$551K	6,850	−49,850	TRIM
353	WADDELL & ASSOCIATES, LLC	$527K	6,556	−2,660	TRIM
354	HUB Investment Partners, LLC	$521K	6,483	+1,212	ADD
355	Waverly Advisors, LLC	$519K	6,457	−4,111	TRIM
356	Bank Pictet & Cie (Europe) AG	$517K	6,437	+1,002	ADD
357	Bridgefront Capital, LLC	$517K	6,430	+6,430	NEW
358	Graham Capital Management, L.P.	$510K	6,346	−40,374	TRIM
359	HB Wealth Management, LLC	$507K	6,302	−1,521	TRIM
360	EARNED WEALTH ADVISORS, LLC	$494K	6,139	−3,020	TRIM
361	ABS Direct Equity Fund LLC	$490K	4,600	+4,600	NEW
362	Watershed Asset Management, L.L.C.	$484K	6,019	+827	ADD
363	PAR CAPITAL MANAGEMENT INC	$482K	6,000	−5,900	TRIM
364	Whalen Wealth Management Inc.	$481K	5,982	+294	ADD
365	Baader Bank Aktiengesellschaft	$478K	5,961	−915	TRIM
366	M&T BANK CORP	$473K	5,878	−1,154	TRIM
367	Y-Intercept (Hong Kong) Ltd	$467K	5,803	−23,136	TRIM
368	Leonteq Securities AG	$462K	5,753	−974	TRIM
369	LEIGH BALDWIN & CO., LLC	$461K	5,732	+810	ADD
370	US BANCORP \DE\	$461K	5,731	+378	ADD
371	Private Advisor Group, LLC	$458K	5,703	+679	ADD
372	DC Investments Management, LLC	$454K	5,653	0	NO CHANGE
373	Kestra Advisory Services, LLC	$450K	5,599	−329	TRIM
374	Hunting Hill Global Capital, LLC	$447K	5,559	−6,082	TRIM
375	CIBC WORLD MARKET INC.	$442K	5,501	+7	ADD
376	Machina Capital S.A.S.	$432K	5,377	+5,377	NEW
377	Parcion Private Wealth LLC	$431K	5,364	−6,382	TRIM
378	Capula Management Ltd	$423K	5,266	−21,396	TRIM
379	Parallax Volatility Advisers, L.P.	$423K	5,259	+5,259	NEW
380	Resonant Capital Advisors, LLC	$423K	5,257	+490	ADD
381	Caerus Investment Advisors, LLC	$418K	5,194	−11,191	TRIM
382	DIVERSIFY WEALTH MANAGEMENT, LLC	$417K	4,351	+4,351	NEW
383	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$414K	5,152	—	NO PRIOR
384	Pinnacle Financial Partners, Inc.	$413K	5,140	+5,140	NEW
385	Oakmont Advisory Group, LLC	$407K	5,063	—	NO PRIOR
386	Vise Technologies, Inc.	$406K	4,707	0	NO CHANGE
387	VIRTUS ADVISERS, LLC	$394K	4,895	+2,508	ADD
388	COURIER CAPITAL LLC	$393K	4,888	+9	ADD
389	GATEWAY INVESTMENT ADVISERS LLC	$382K	4,758	−10,293	TRIM
390	KESTRA PRIVATE WEALTH SERVICES, LLC	$381K	4,734	−6,751	TRIM
391	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$371K	4,612	+4,612	NEW
392	MIRABELLA FINANCIAL SERVICES LLP	$371K	4,611	−1,733	TRIM
393	GenTrust, LLC	$370K	4,599	−2,798	TRIM
394	Abundance Wealth Counselors	$369K	4,586	+4,586	NEW
395	SYM FINANCIAL Corp	$366K	4,549	−1,739	TRIM
396	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	$364K	4,523	0	NO CHANGE
397	BAM Wealth Management, LLC	$361K	4,491	+421	ADD
398	SILVER OAK SECURITIES, INCORPORATED	$361K	4,488	−10	TRIM
399	EP Wealth Advisors, LLC	$356K	4,425	−11,669	TRIM
400	PRINCIPAL SECURITIES, INC.	$353K	4,394	+1,341	ADD
401	&PARTNERS	$353K	4,386	+1,064	ADD
402	POINCIANA ADVISORS GROUP, LLC	$346K	4,306	0	NO CHANGE
403	Curi Capital, LLC	$344K	4,285	−11,940	TRIM
404	Ahara Advisors LLC	$344K	4,279	—	NO PRIOR
405	Optas, LLC	$344K	4,277	−6,736	TRIM
406	Rothschild Wealth LLC	$342K	4,251	−2,868	TRIM
407	UniSuper Management Pty Ltd	$338K	4,200	0	NO CHANGE
408	Sunstone Asset Management, L.P.	$338K	4,200	+4,200	NEW
409	AlphaCore Capital LLC	$338K	4,199	−2,352	TRIM
410	waypoint wealth counsel	$337K	4,198	−4,619	TRIM
411	CAPSTONE INVESTMENT ADVISORS, LLC	$332K	4,134	−17,433	TRIM
412	Allegiance Financial Group Advisory Services LLC	$331K	4,125	−2,244	TRIM
413	SIGNATUREFD, LLC	$331K	4,116	−105	TRIM
414	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$330K	4,165	−6,125	TRIM
415	Harbour Capital Advisors, LLC	$329K	3,580	+3,580	NEW
416	Aptus Capital Advisors, LLC	$329K	4,087	−614	TRIM
417	ACADIAN ASSET MANAGEMENT LLC	$317K	3,938,007	−1,470,722	TRIM
418	PINNACLE ASSOCIATES LTD	$309K	3,844	−2,776	TRIM
419	MARATHON CAPITAL MANAGEMENT	$306K	3,803	+3,803	NEW
420	Avondale Wealth Management	$305K	3,800	+3,800	NEW
421	NORTHWEST WEALTH MANAGEMENT, LLC	$298K	3,710	−1,271	TRIM
422	SCOTIA CAPITAL INC.	$296K	3,687	+3,687	NEW
423	Savvy Advisors, Inc.	$294K	3,660	−2,438	TRIM
424	CHILDRESS CAPITAL ADVISORS, LLC	$290K	3,604	+484	ADD
425	Wedmont Private Capital	$288K	3,459	−23	TRIM
426	National Philanthropic Trust	$285K	3,550	—	NO PRIOR
427	Americana Partners, LLC	$284K	3,534	+152	ADD
428	Atria Investments, Inc	$282K	3,507	+584	ADD
429	Kathmere Capital Management, LLC	$271K	3,365	+3,365	NEW
430	Metis Global Partners, LLC	$269K	3,352	−174	TRIM
431	Graetz Wealth LLC	$268K	3,338	+3,338	NEW
432	Linden Thomas Advisory Services, LLC	$268K	3,331	+3,331	NEW
433	Menard Financial Group LLC	$267K	3,324	0	NO CHANGE
434	PRUDENTIAL PLC	$264K	3,281	+241	ADD
435	MGO ONE SEVEN LLC	$263K	3,273	−215	TRIM
436	LVW Advisors, LLC	$257K	3,200	+3,200	NEW
437	Oak Thistle LLC	$257K	3,193	−18,788	TRIM
438	Aprio Wealth Management, LLC	$252K	3,133	+3,133	NEW
439	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$248K	3,077	0	NO CHANGE
440	Alphadyne Asset Management LP	$248K	3,082	+3,082	NEW
441	DRW Securities, LLC	$242K	3,008	+3,008	NEW
442	McGlone Suttner Wealth Management, Inc.	$236K	2,939	0	NO CHANGE
443	Modern Wealth Management, LLC	$235K	2,917	+2,917	NEW
444	Investment Research Partners LLC	$231K	2,876	−515	TRIM
445	PFG Investments, LLC	$230K	2,864	+2,864	NEW
446	New Age Alpha Advisors, LLC	$227K	2,826	+1,112	ADD
447	Callan Family Office, LLC	$226K	2,815	−396	TRIM
448	Livforsakringsbolaget Skandia, Omsesidigt	$225K	2,804	0	NO CHANGE
449	RIVERSEDGE ADVISORS, LLC	$216K	2,685	−1,396	TRIM
450	Larson Financial Group LLC	$215K	2,675	+721	ADD
451	Cambria Investment Management, L.P.	$213K	2,649	−952	TRIM
452	Urban Wealth Management, LLC	$210K	2,616	−100	TRIM
453	Ascent Group, LLC	$210K	2,608	+2,608	NEW
454	Facet Wealth, Inc.	$208K	2,591	+2,591	NEW
455	Midwest Financial Group LLC	$208K	2,590	−100	TRIM
456	DAYMARK WEALTH PARTNERS, LLC	$206K	2,566	+2,566	NEW
457	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$204K	2,542	+2,542	NEW
458	Empirical Asset Management, LLC	$204K	2,536	−6,938	TRIM
459	Envestnet Portfolio Solutions, Inc.	$203K	2,531	−1,087	TRIM
460	INSPIRION WEALTH ADVISORS, LLC	$201K	2,500	0	NO CHANGE
461	QTR Family Wealth, LLC	$201K	2,435	−3,956	TRIM
462	True Wealth Design, LLC	$189K	2,347	−957	TRIM
463	MAI Capital Management	$167K	2,081	+1,396	ADD
464	Steward Partners Investment Advisory, LLC	$167K	2,080	+663	ADD
465	Aster Capital Management (DIFC) Ltd	$164K	2,227	+2,227	NEW
466	Smartleaf Asset Management LLC	$160K	2,039	+294	ADD
467	ASSETMARK, INC	$141K	1,758	+488	ADD
468	Quarry LP	$125K	1,557	+351	ADD
469	Keating Financial Advisory Services, Inc.	$123K	1,536	+1,536	NEW
470	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$102K	1,268	+800	ADD
471	KBC Group NV	$95.9K	1,193,027	+487,384	ADD
472	SJS Investment Consulting Inc.	$82.6K	1,027	−48	TRIM
473	Bank Julius Baer & Co. Ltd, Zurich	$82.2K	1,023	+483	ADD
474	HighMark Wealth Management LLC	$78.1K	972	0	NO CHANGE
475	EDMOND DE ROTHSCHILD HOLDING S.A.	$73.2K	910	0	NO CHANGE
476	Blue Trust, Inc.	$69.1K	860	−5	TRIM
477	Rakuten Securities, Inc.	$62.5K	777	+769	ADD
478	HM PAYSON & CO	$55.8K	694	0	NO CHANGE
479	S-Bank Fund Management Ltd	$55.2K	687	−26	TRIM
480	Triumph Capital Management	$49.0K	610	−101	TRIM
481	STANCE CAPITAL LLC	$48.2K	600	+600	NEW
482	DekaBank Deutsche Girozentrale	$43.5K	537,626	0	NO CHANGE
483	Financial Perspectives, Inc	$38.3K	476	0	NO CHANGE
484	REAP Financial Group, LLC	$37.0K	460	−195	TRIM
485	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$37.0K	460	+20	ADD
486	CVA Family Office, LLC	$35.8K	445	+271	ADD
487	Deseret Mutual Benefit Administrators	$35.7K	444	+206	ADD
488	Compagnie Lombard Odier SCmA	$32.2K	400	0	NO CHANGE
489	WealthCollab, LLC	$31.7K	394	0	NO CHANGE
490	Activest Wealth Management	$28.9K	360	−126	TRIM
491	TD Waterhouse Canada Inc.	$26.2K	325	+80	ADD
492	Transamerica Financial Advisors, LLC	$24.8K	309	+138	ADD
493	Advocate Investing Services LLC	$24.5K	305	+5	ADD
494	PFS Partners, LLC	$24.1K	300	0	NO CHANGE
495	Twin Lakes Capital Management, LLC	$24.0K	298	0	NO CHANGE
496	Treasurer of the State of North Carolina	$22.4K	278,951	+18,484	ADD
497	BELLEVUE ASSET MANAGEMENT, LLC	$20.9K	260	0	NO CHANGE
498	EFG International AG	$20.5K	255	−25	TRIM
499	Raleigh Capital Management Inc.	$20.3K	253	−3	TRIM
500	Geneos Wealth Management Inc.	$20.2K	251	−25	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ZM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 4 Gotham Asset Management, Bridgewater Associates, Moore Capital Management, Caxton Associates $18.7M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ZOOM COMMUNICATIONS INC

Merged timeline of congressional filings and notable-manager moves on ZM
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	TRIM	−16,754 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−116,808 sh
2026-05-15	Moore Capital Management 13F	EXIT	−17,428 sh
2026-05-14	Caxton Associates 13F	EXIT	−10,512 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed ZM — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).