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ZM icon

Certuity’s Zoom ZM Stock Holding History

Certuity’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 		$719K Buy
8,981
+769
+9% +$64.4K 0.05% 214
2025
Q4 		$709K Buy
8,212
+1,999
+32% +$168K 0.04% 202
2025
Q3 		$513K Buy
6,213
+2,131
+52% +$166K 0.04% 262
2025
Q2 		$319K Sell
4,082
-432
-10% -$33.4K 0.03% 286
2025
Q1 		$334K Buy
4,514
+648
+17% +$51.6K 0.04% 239
2024
Q4 		$315K Buy
+3,866
New +$304K 0.03% 253
2022
Q3 		– Sell
-2,664
Closed -$289K – 242
2022
Q2 		$289K Buy
2,664
+685
+35% +$72.2K 0.08% 155
2022
Q1 		$232K Sell
1,979
-84
-4% -$11.4K 0.05% 262
2021
Q4 		$379K Buy
2,063
+295
+17% +$69.4K 0.08% 169
2021
Q3 		$462K Sell
1,768
-28
-2% -$9.44K 0.09% 172
2021
Q2 		$695K Sell
1,796
-877
-33% -$292K 0.16% 91
2021
Q1 		$859K Buy
2,673
+1,042
+64% +$384K 0.23% 72
2020
Q4 		$550K Buy
1,631
+231
+17% +$103K 0.18% 92
2020
Q3 		$658K Buy
1,400
+85
+6% +$27.2K 0.26% 70
2020
Q2 		$333K Buy
+1,315
New +$237K 0.16% 99

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

Certuity's ZM Position: Q1 2026 in Review

Certuity increased its Zoom (ZM) stake by 9.4% in Q1 2026, buying an estimated $64.4K and bringing the position to 8,981 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #214.

Certuity first reported a position in ZM in Q2 2020 and has held it in 15 quarters since. The position peaked at $859K in Q1 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Certuity held 8,981 shares of Zoom worth $719K as of Q1 2026.
  • Certuity bought 769 Zoom shares in Q1 2026, an estimated $64.4K.
  • Zoom made up 0.05% of Certuity's portfolio in Q1 2026, its #214 holding.
  • Certuity first reported a position in Zoom in Q2 2020 and has held it in 15 quarters since.
  • Certuity's Zoom position peaked at $859K in Q1 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.