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 Q1	–	Sell	-10,000	Closed	-$863K	–	108
2025 Q4	$863K	Buy	+10,000	New	+$842K	0.23%	73
2025 Q2	–	Sell	-5,000	Closed	-$369K	–	91
2025 Q1	$369K	Buy	+5,000	New	+$398K	0.18%	72

Other funds holding ZM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DCF Advisers's ZM Position: Q1 2026 in Review

DCF Advisers increased its Zoom (ZM) stake by 54% in Q1 2026, buying an estimated $1.36M and bringing the position to 46,500 shares worth $3.74M. The position accounts for 1% of the portfolio, ranked #28.

DCF Advisers first reported a position in ZM in Q2 2024 and has held it in 8 quarters since. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

DCF Advisers held 46,500 shares of Zoom worth $3.74M as of Q1 2026.
DCF Advisers bought 16,250 Zoom shares in Q1 2026, an estimated $1.36M.
Zoom made up 1% of DCF Advisers's portfolio in Q1 2026, its #28 holding.
DCF Advisers first reported a position in Zoom in Q2 2024 and has held it in 8 quarters since.
815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on DCF Advisers's 13F filing for Q1 2026, filed 11 May 2026.