CM
ZM icon

Caption Management’s Zoom ZM Stock Holding History

Caption 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
2026
Q1 		$5.66M Buy
70,400
+965
+1% +$80.8K 0.27% 500
2025
Q4 		$5.99M Buy
+69,435
New +$5.84M 0.26% 459
2024
Q4 		– Hold
0
– – – 2246
2024
Q3 		– Hold
0
– – – 1952
2024
Q2 		– Sell
-20,705
Closed -$1.35M – 1894
2024
Q1 		$1.35M Buy
20,705
+5,955
+40% +$397K 0.15% 659
2023
Q4 		$1.06M Sell
14,750
-19,000
-56% -$1.26M 0.12% 792
2023
Q3 		$2.36M Buy
+33,750
New +$2.34M 0.3% 534
2022
Q4 		– Sell
-165,000
Closed -$12.1M – 2093
2022
Q3 		$12.1M Buy
+165,000
New +$15.7M 2.13% 128
2022
Q2 		– Sell
-70,000
Closed -$8.21M – 2186
2022
Q1 		$8.21M Buy
70,000
+5,479
+8% +$745K 0.55% 278
2021
Q4 		$11.9M Buy
+64,521
New +$15.2M 0.74% 192
2021
Q1 		– Hold
0
– – – 1728
2020
Q4 		– Hold
0
– – – 1540
2020
Q3 		– Hold
0
– – – 1547
2020
Q2 		– Hold
0
– – – 1431
2020
Q1 		– Hold
0
– – – 1314
2019
Q4 		– Hold
0
– – – 1199
2019
Q3 		– Hold
0
– – – 1087

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T 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 $2.9T AUM 29.55% 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 $141B 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