Burney Company’s Zoom ZM Stock Holding History

Burney Company’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 Q2	$4.64M	Buy	+53,726	New	+$5.08M	0.13%	135
2024 Q4	–	Sell	-3,325	Closed	-$232K	–	622
2024 Q3	$232K	Buy	+3,325	New	+$208K	0.01%	570
2023 Q3	–	Sell	-4,668	Closed	-$317K	–	599
2023 Q2	$317K	Sell	4,668 -55,042	-92%	-$3.68M	0.01%	483
2023 Q1	$4.41M	Buy	59,710 +56,713	+1,892%	+$4.09M	0.22%	135
2022 Q4	$203K	Sell	2,997 -65,495	-96%	-$4.97M	0.01%	527
2022 Q3	$5.04M	Buy	+68,492	New	+$6.52M	0.28%	106

Other funds holding ZM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

Burney Company's ZM Position: Q2 2026 in Review

Burney Company opened a new position in Zoom (ZM) in Q2 2026: 53,726 shares worth $4.64M. The stake represents 0.13% of the portfolio and ranks #135 among its holdings. This is a return to the name: Burney Company previously reported a position in ZM as recently as Q3 2024.

Burney Company first reported a position in ZM in Q3 2022 and has held it in 6 quarters since. The position peaked at $5.04M in Q3 2022. 189 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Burney Company held 53,726 shares of Zoom worth $4.64M as of Q2 2026.
Zoom was a new Burney Company position in Q2 2026.
Zoom made up 0.13% of Burney Company's portfolio in Q2 2026, its #135 holding.
Burney Company first reported a position in Zoom in Q3 2022 and has held it in 6 quarters since.
Burney Company's Zoom position peaked at $5.04M in Q3 2022.
189 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.