DCF Advisers’s Zoom ZM Stock Holding History

DCF Advisers’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	$4.39M	Buy	50,875 +4,375	+9%	+$414K	0.78%	26
2026 Q1	$3.74M	Buy	46,500 +16,250	+54%	+$1.36M	1%	28
2025 Q4	$2.61M	Buy	30,250 +3,000	+11%	+$253K	0.7%	40
2025 Q3	$2.25M	Sell	27,250 -6,750	-20%	-$527K	0.72%	41
2025 Q2	$2.65M	Buy	34,000 +6,500	+24%	+$503K	1.23%	32
2025 Q1	$2.03M	Buy	27,500 +5,000	+22%	+$398K	0.97%	37
2024 Q4	$1.84M	Buy	22,500 +5,000	+29%	+$393K	0.89%	33
2024 Q3	$1.22M	Sell	17,500 -12,500	-42%	-$781K	0.49%	42
2024 Q2	$1.78M	Buy	+30,000	New	+$1.84M	0.91%	33

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

DCF Advisers's ZM Position: Q2 2026 in Review

DCF Advisers increased its Zoom (ZM) stake by 9.4% in Q2 2026, buying an estimated $414K and bringing the position to 50,875 shares worth $4.39M. The position accounts for 0.78% of the portfolio, ranked #26.

DCF Advisers first reported a position in ZM in Q2 2024 and has held it in 9 quarters since. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

DCF Advisers held 50,875 shares of Zoom worth $4.39M as of Q2 2026.
DCF Advisers bought 4,375 Zoom shares in Q2 2026, an estimated $414K.
Zoom made up 0.78% of DCF Advisers's portfolio in Q2 2026, its #26 holding.
DCF Advisers first reported a position in Zoom in Q2 2024 and has held it in 9 quarters since.
869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on DCF Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.