Capstone Investment Advisors
ZM icon

Capstone Investment Advisors’s Zoom ZM Stock Holding History

Capstone Investment Advisors’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
2021
Q4 		– Sell
-2,800
Closed -$732K – 2109
2021
Q3 		$732K Buy
+2,800
New +$944K ﹤0.01% 1492
2021
Q2 		– Sell
-3,600
Closed -$1.16M – 1900
2021
Q1 		$1.16M Sell
3,600
-10,900
-75% -$4.01M ﹤0.01% 1073
2020
Q4 		$4.89M Sell
14,500
-32,700
-69% -$14.6M 0.02% 595
2020
Q3 		$22.2M Buy
47,200
+31,600
+203% +$10.1M 0.11% 154
2020
Q2 		$3.96M Buy
+15,600
New +$2.81M 0.03% 501

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capstone Investment Advisors's ZM Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Zoom (ZM) stake by 81% in Q1 2026, selling an estimated $1.46M and leaving 4,134 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Capstone Investment Advisors first reported a position in ZM in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.74M in Q4 2021. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Capstone Investment Advisors held 4,134 shares of Zoom worth $332K as of Q1 2026.
  • Capstone Investment Advisors sold 17,433 Zoom shares in Q1 2026, an estimated $1.46M.
  • Zoom made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1321 holding.
  • Capstone Investment Advisors first reported a position in Zoom in Q1 2021 and has held it in 10 quarters since.
  • Capstone Investment Advisors's Zoom position peaked at $3.74M in Q4 2021.
  • 816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.