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Claret Asset Management’s Zoom ZM Stock Holding History

Claret Asset 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
Q2 		$853K Sell
9,887
-499
-5% -$47.2K 0.09% 93
2026
Q1 		$835K Buy
10,386
+1,501
+17% +$126K 0.1% 84
2025
Q4 		$767K Sell
8,885
-57
-0.6% -$4.8K 0.09% 98
2025
Q3 		$738K Sell
8,942
-41
-0.5% -$3.2K 0.09% 98
2025
Q2 		$700K Sell
8,983
-451
-5% -$34.9K 0.09% 97
2025
Q1 		$696K Buy
9,434
+2
+0% +$159 0.1% 93
2024
Q4 		$770K Buy
9,432
+24
+0.3% +$1.89K 0.12% 85
2024
Q3 		$656K Buy
9,408
+18
+0.2% +$1.13K 0.11% 83
2024
Q2 		$556K Buy
9,390
+1,348
+17% +$82.8K 0.1% 91
2024
Q1 		$526K Sell
8,042
-159
-2% -$10.6K 0.09% 95
2023
Q4 		$590K Sell
8,201
-221
-3% -$14.6K 0.11% 88
2023
Q3 		$589K Hold
8,422
– – 0.12% 82
2023
Q2 		$572K Buy
8,422
+1,072
+15% +$71.7K 0.11% 86
2023
Q1 		$543K Sell
7,350
-2
-0% -$144 0.11% 91
2022
Q4 		$498K Sell
7,352
-476
-6% -$36.2K 0.11% 89
2022
Q3 		$576K Buy
7,828
+979
+14% +$93.2K 0.14% 78
2022
Q2 		$739K Buy
+6,849
New +$722K 0.16% 72

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Claret Asset Management's ZM Position: Q2 2026 in Review

Claret Asset Management reduced its Zoom (ZM) stake by 4.8% in Q2 2026, selling an estimated $47.2K and leaving 9,887 shares worth $853K. The position accounts for 0.09% of the portfolio, ranked #93.

Claret Asset Management first reported a position in ZM in Q2 2022 and has held it in 17 quarters since. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Claret Asset Management held 9,887 shares of Zoom worth $853K as of Q2 2026.
  • Claret Asset Management sold 499 Zoom shares in Q2 2026, an estimated $47.2K.
  • Zoom made up 0.09% of Claret Asset Management's portfolio in Q2 2026, its #93 holding.
  • Claret Asset Management first reported a position in Zoom in Q2 2022 and has held it in 17 quarters since.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.