CM
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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 		$5.85M Buy
+72,800
New +$6.1M 0.03% 487
2024
Q4 		– Sell
-50,000
Closed -$3.49M – 1884
2024
Q3 		$3.49M Buy
+50,000
New +$3.13M 0.06% 391

Other funds holding ZM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $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 $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

Caption Management's ZM Position: Q1 2026 in Review

Caption Management increased its Zoom (ZM) stake by 1.4% in Q1 2026, buying an estimated $80.8K and bringing the position to 70,400 shares worth $5.66M. The position accounts for 0.03% of the portfolio, ranked #500.

Caption Management first reported a position in ZM in Q4 2021 and has held it in 8 quarters since. The position peaked at $12.1M in Q3 2022. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Caption Management held 70,400 shares of Zoom worth $5.66M as of Q1 2026.
  • Caption Management bought 965 Zoom shares in Q1 2026, an estimated $80.8K.
  • Zoom made up 0.03% of Caption Management's portfolio in Q1 2026, its #500 holding.
  • Caption Management first reported a position in Zoom in Q4 2021 and has held it in 8 quarters since.
  • Caption Management's Zoom position peaked at $12.1M in Q3 2022.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.