AFCM
ZM icon

Applied Finance Capital Management’s Zoom ZM Stock Holding History

Applied Finance Capital Management’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
2025
Q4 		– Sell
-6,375
Closed -$526K – 312
2025
Q3 		$526K Sell
6,375
-1,051
-14% -$82K 0.04% 175
2025
Q2 		$579K Buy
7,426
+60
+0.8% +$4.64K 0.04% 185
2025
Q1 		$543K Sell
7,366
-214
-3% -$17.1K 0.04% 185
2024
Q4 		$619K Hold
7,580
– – 0.03% 174
2024
Q3 		$529K Buy
7,580
+371
+5% +$23.2K 0.02% 192
2024
Q2 		$427K Buy
+7,209
New +$443K 0.02% 212

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Applied Finance Capital Management's ZM Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Zoom (ZM) in Q4 2025, closing a stake of 6,375 shares — an estimated $526K sold.

Applied Finance Capital Management first reported a position in ZM in Q2 2024 and held it in 6 quarters. The position peaked at $619K in Q4 2024. 825 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 6,375 Zoom shares in Q4 2025, an estimated $526K.
  • Applied Finance Capital Management first reported a position in Zoom in Q2 2024 and held it in 6 quarters.
  • Applied Finance Capital Management's Zoom position peaked at $619K in Q4 2024.
  • 825 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.