Apella Capital
ZM icon

Apella Capital’s Zoom ZM Stock Holding History

Apella Capital’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.78M Buy
29,367
+1,309
+5% +$125K 0.04% 244
2026
Q2 		$2.4M Buy
28,058
+67
+0.2% +$6.33K 0.03% 240
2026
Q1 		$2.46M Buy
27,991
+3,462
+14% +$290K 0.04% 234
2025
Q4 		$2.12M Buy
24,529
+88
+0.4% +$7.41K 0.04% 197
2025
Q3 		$1.95M Sell
24,441
-3,419
-12% -$267K 0.04% 185
2025
Q2 		$2.15M Sell
27,860
-3,754
-12% -$290K 0.06% 162
2025
Q1 		$2.27M Buy
31,614
+256
+0.8% +$20.4K 0.08% 128
2024
Q4 		$2.56M Buy
31,358
+2,247
+8% +$177K 0.1% 103
2024
Q3 		$1.97M Buy
29,111
+4
+0% +$250 0.08% 107
2024
Q2 		$1.66M Buy
29,107
+7
+0% +$430 0.07% 111
2024
Q1 		$1.86M Hold
29,100
– – 0.09% 101
2023
Q4 		$1.95M Buy
+29,100
New +$1.92M 0.11% 93

Other funds holding ZM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Apella Capital's ZM Position: Q3 2026 in Review

Apella Capital increased its Zoom (ZM) stake by 4.7% in Q3 2026, buying an estimated $125K and bringing the position to 29,367 shares worth $2.78M. The position accounts for 0.04% of the portfolio, ranked #244.

Apella Capital first reported a position in ZM in Q4 2023 and has held it in 12 quarters since. 593 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Apella Capital held 29,367 shares of Zoom worth $2.78M as of Q3 2026.
  • Apella Capital bought 1,309 Zoom shares in Q3 2026, an estimated $125K.
  • Zoom made up 0.04% of Apella Capital's portfolio in Q3 2026, its #244 holding.
  • Apella Capital first reported a position in Zoom in Q4 2023 and has held it in 12 quarters since.
  • 593 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.