DADC
ZM icon

D.A. Davidson & Co’s Zoom ZM Stock Holding History

D.A. Davidson & Co’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 		$691K Buy
+8,002
New +$756K ﹤0.01% 1096
2024
Q2 		– Sell
-9,805
Closed -$641K – 1430
2024
Q1 		$641K Buy
9,805
+1,224
+14% +$81.6K 0.01% 892
2023
Q4 		$617K Buy
8,581
+585
+7% +$38.7K 0.01% 872
2023
Q3 		$559K Sell
7,996
-733
-8% -$50.9K 0.01% 862
2023
Q2 		$593K Sell
8,729
-5,632
-39% -$377K 0.01% 872
2023
Q1 		$1.06M Buy
14,361
+2,416
+20% +$174K 0.01% 646
2022
Q4 		$809K Sell
11,945
-6
-0.1% -$456 0.01% 692
2022
Q3 		$879K Buy
11,951
+1,094
+10% +$104K 0.01% 619
2022
Q2 		$1.17M Buy
10,857
+182
+2% +$19.2K 0.01% 548
2022
Q1 		$1.25M Buy
10,675
+3,599
+51% +$489K 0.01% 583
2021
Q4 		$1.3M Buy
7,076
+1,610
+29% +$379K 0.01% 578
2021
Q3 		$1.43M Sell
5,466
-461
-8% -$155K 0.02% 530
2021
Q2 		$2.29M Buy
5,927
+656
+12% +$218K 0.03% 409
2021
Q1 		$1.69M Buy
5,271
+1,821
+53% +$670K 0.02% 442
2020
Q4 		$1.17M Buy
3,450
+535
+18% +$239K 0.02% 470
2020
Q3 		$1.37M Sell
2,915
-603
-17% -$193K 0.02% 384
2020
Q2 		$892K Buy
3,518
+137
+4% +$24.7K 0.02% 468
2020
Q1 		$494K Buy
+3,381
New +$334K 0.01% 598

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

D.A. Davidson & Co's ZM Position: Q2 2026 in Review

D.A. Davidson & Co opened a new position in Zoom (ZM) in Q2 2026: 8,002 shares worth $691K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in ZM as recently as Q1 2024.

D.A. Davidson & Co first reported a position in ZM in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.29M in Q2 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • D.A. Davidson & Co held 8,002 shares of Zoom worth $691K as of Q2 2026.
  • Zoom was a new D.A. Davidson & Co position in Q2 2026.
  • Zoom made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1096 holding.
  • D.A. Davidson & Co first reported a position in Zoom in Q1 2020 and has held it in 18 quarters since.
  • D.A. Davidson & Co's Zoom position peaked at $2.29M in Q2 2021.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.