CMF
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Counterpoint Mutual Funds’s Zoom ZM Stock Holding History

Counterpoint Mutual Funds’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
2025
Q3 		– Sell
-24,363
Closed -$1.9M – 490
2025
Q2 		$1.9M Buy
+24,363
New +$1.88M 0.17% 51
2023
Q4 		– Sell
-3,731
Closed -$261K – 310
2023
Q3 		$261K Buy
+3,731
New +$259K 0.22% 11
2023
Q2 		– Sell
-1,518
Closed -$112K – 493
2023
Q1 		$112K Buy
+1,518
New +$109K 0.1% 122

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Counterpoint Mutual Funds's ZM Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of Zoom (ZM) in Q3 2025, closing a stake of 24,363 shares — an estimated $1.9M sold.

Counterpoint Mutual Funds first reported a position in ZM in Q1 2023 and held it in 3 quarters. The position peaked at $1.9M in Q2 2025. 753 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 24,363 Zoom shares in Q3 2025, an estimated $1.9M.
  • Counterpoint Mutual Funds first reported a position in Zoom in Q1 2023 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Zoom position peaked at $1.9M in Q2 2025.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.