Caprock Group’s Zoom ZM Stock Holding History

Caprock Group’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	$2.59M	Buy	29,969 +7,015	+31%	+$663K	0.05%	322
2026 Q1	$1.85M	Sell	22,954 -15,162	-40%	-$1.27M	0.04%	367
2025 Q4	$3.29M	Buy	38,116 +24,217	+174%	+$2.04M	0.07%	239
2025 Q3	$1.13M	Buy	+13,899	New	+$1.08M	0.03%	533
2025 Q1	$986K	Buy	13,360 +9,827	+278%	+$783K	0.03%	468
2024 Q4	$288K	Buy	+3,533	New	+$278K	0.01%	820
2022 Q1	–	Sell	-1,484	Closed	-$273K	–	659
2021 Q4	$273K	Sell	1,484 -164	-10%	-$38.6K	0.02%	463
2021 Q3	$431K	Buy	1,648 +107	+7%	+$36.1K	0.04%	294
2021 Q2	$596K	Sell	1,541 -161	-9%	-$53.6K	0.05%	235
2021 Q1	$548K	Buy	1,702 +58	+4%	+$21.3K	0.06%	230
2020 Q4	$555K	Buy	1,644 +51	+3%	+$22.7K	0.06%	220
2020 Q3	$749K	Sell	1,593 -1,179	-43%	-$377K	0.1%	154
2020 Q2	$703K	Buy	+2,772	New	+$499K	0.11%	154

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Caprock Group's ZM Position: Q2 2026 in Review

Caprock Group increased its Zoom (ZM) stake by 31% in Q2 2026, buying an estimated $663K and bringing the position to 29,969 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #322.

Caprock Group first reported a position in ZM in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.29M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Caprock Group held 29,969 shares of Zoom worth $2.59M as of Q2 2026.
Caprock Group bought 7,015 Zoom shares in Q2 2026, an estimated $663K.
Zoom made up 0.05% of Caprock Group's portfolio in Q2 2026, its #322 holding.
Caprock Group first reported a position in Zoom in Q2 2020 and has held it in 13 quarters since.
Caprock Group's Zoom position peaked at $3.29M in Q4 2025.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.