Convergence Investment Partners’s Zoom ZM Stock Holding History

Convergence Investment Partners’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	$2.8M	Buy	32,445 +10,790	+50%	+$1.02M	0.27%	131
2026 Q1	$1.74M	Sell	21,655 -17,291	-44%	-$1.45M	0.29%	125
2025 Q4	$3.36M	Buy	38,946 +16,606	+74%	+$1.4M	0.67%	41
2025 Q3	$1.84M	Buy	22,340 +7,347	+49%	+$573K	0.41%	74
2025 Q2	$1.17M	Sell	14,993 -317	-2%	-$24.5K	0.3%	127
2025 Q1	$1.13M	Buy	+15,310	New	+$1.22M	0.31%	109
2021 Q1	–	Sell	-604	Closed	-$204K	–	282
2020 Q4	$204K	Sell	604 -2,304	-79%	-$1.03M	0.1%	181
2020 Q3	$1.37M	Buy	+2,908	New	+$930K	0.48%	65

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Convergence Investment Partners's ZM Position: Q2 2026 in Review

Convergence Investment Partners increased its Zoom (ZM) stake by 50% in Q2 2026, buying an estimated $1.02M and bringing the position to 32,445 shares worth $2.8M. The position accounts for 0.27% of the portfolio, ranked #131.

Convergence Investment Partners first reported a position in ZM in Q3 2020 and has held it in 8 quarters since. The position peaked at $3.36M in Q4 2025. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Convergence Investment Partners held 32,445 shares of Zoom worth $2.8M as of Q2 2026.
Convergence Investment Partners bought 10,790 Zoom shares in Q2 2026, an estimated $1.02M.
Zoom made up 0.27% of Convergence Investment Partners's portfolio in Q2 2026, its #131 holding.
Convergence Investment Partners first reported a position in Zoom in Q3 2020 and has held it in 8 quarters since.
Convergence Investment Partners's Zoom position peaked at $3.36M in Q4 2025.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.