De Burlo Group
ZM icon

De Burlo Group’s Zoom ZM Stock Holding History

De Burlo Group’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
Q3 		$15.1M Buy
+165,900
New +$15.8M 2.65% 11
2022
Q1 		– Sell
-2,300
Closed -$423K – 183
2021
Q4 		$423K Sell
2,300
-300
-12% -$70.5K 0.06% 85
2021
Q3 		$680K Sell
2,600
-100
-4% -$33.7K 0.11% 77
2021
Q2 		$1.04M Hold
2,700
– – 0.17% 65
2021
Q1 		$867K Buy
+2,700
New +$994K 0.16% 67

Other funds holding ZM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

De Burlo Group's ZM Position: Q3 2026 in Review

De Burlo Group opened a new position in Zoom (ZM) in Q3 2026: 165,900 shares worth $15.1M. The stake represents 2.65% of the portfolio and ranks #11 among its holdings. This is a return to the name: De Burlo Group previously reported a position in ZM as recently as Q4 2021.

De Burlo Group first reported a position in ZM in Q1 2021 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • De Burlo Group held 165,900 shares of Zoom worth $15.1M as of Q3 2026.
  • Zoom was a new De Burlo Group position in Q3 2026.
  • Zoom made up 2.65% of De Burlo Group's portfolio in Q3 2026, its #11 holding.
  • De Burlo Group first reported a position in Zoom in Q1 2021 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on De Burlo Group's 13F filing for Q3 2026, filed 5 Nov 2026.