BA
ZM icon

Bridgewater Associates’s Zoom ZM Stock Holding History

Bridgewater Associates’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
Q1 		– Sell
-116,808
Closed -$10.1M – 1250
2025
Q4 		$10.1M Sell
116,808
-10,074
-8% -$848K 0.04% 353
2025
Q3 		$10.5M Buy
126,882
+1,643
+1% +$128K 0.04% 326
2025
Q2 		$9.77M Buy
125,239
+109,780
+710% +$8.49M 0.04% 260
2025
Q1 		$1.14M Buy
+15,459
New +$1.23M 0.01% 511
2024
Q3 		– Sell
-84,212
Closed -$4.98M – 948
2024
Q2 		$4.98M Buy
+84,212
New +$5.17M 0.03% 354
2024
Q1 		– Sell
-192,205
Closed -$13.8M – 810
2023
Q4 		$13.8M Buy
192,205
+187,906
+4,371% +$12.4M 0.08% 194
2023
Q3 		$301K Sell
4,299
-39,757
-90% -$2.76M ﹤0.01% 721
2023
Q2 		$2.99M Sell
44,056
-13,275
-23% -$888K 0.02% 409
2023
Q1 		$4.23M Buy
57,331
+50,189
+703% +$3.62M 0.03% 341
2022
Q4 		$484K Sell
7,142
-3,231
-31% -$245K ﹤0.01% 726
2022
Q3 		$763K Sell
10,373
-38,557
-79% -$3.67M ﹤0.01% 733
2022
Q2 		$5.28M Buy
+48,930
New +$5.16M 0.02% 471
2021
Q1 		– Sell
-7,233
Closed -$2.44M – 626
2020
Q4 		$2.44M Buy
+7,233
New +$3.22M 0.02% 279

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bridgewater Associates's ZM Position: Q1 2026 in Review

Bridgewater Associates sold out of Zoom (ZM) in Q1 2026, closing a stake of 116,808 shares — an estimated $10.1M sold.

Bridgewater Associates first reported a position in ZM in Q4 2020 and held it in 13 quarters. The position peaked at $13.8M in Q4 2023. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Bridgewater Associates reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Bridgewater Associates sold 116,808 Zoom shares in Q1 2026, an estimated $10.1M.
  • Bridgewater Associates first reported a position in Zoom in Q4 2020 and held it in 13 quarters.
  • Bridgewater Associates's Zoom position peaked at $13.8M in Q4 2023.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.