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Donoghue Forlines’s Zoom ZM Stock Holding History

Donoghue Forlines’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
-34,578
Closed -$2.7M – 139
2025
Q2 		$2.7M Buy
+34,578
New +$2.67M 0.77% 49
2024
Q4 		– Sell
-4,877
Closed -$340K – 283
2024
Q3 		$340K Buy
4,877
+360
+8% +$22.5K 0.1% 187
2024
Q2 		$267K Buy
4,517
+143
+3% +$8.78K 0.08% 204
2024
Q1 		$286K Buy
4,374
+1,124
+35% +$74.9K 0.08% 206
2023
Q4 		$234K Sell
3,250
-121
-4% -$8K 0.07% 210
2023
Q3 		$236K Sell
3,371
-1,852
-35% -$129K 0.08% 208
2023
Q2 		$355K Buy
5,223
+2,176
+71% +$145K 0.11% 202
2023
Q1 		$225K Sell
3,047
-230
-7% -$16.6K 0.08% 203
2022
Q4 		$222K Sell
3,277
-252
-7% -$19.1K 0.08% 209
2022
Q3 		$260K Sell
3,529
-3,836
-52% -$365K 0.09% 189
2022
Q2 		$795K Sell
7,365
-138
-2% -$14.6K 0.21% 120
2022
Q1 		$880K Buy
7,503
+3,020
+67% +$411K 0.19% 168
2021
Q4 		$824K Buy
4,483
+353
+9% +$83K 0.14% 161
2021
Q3 		$1.08M Buy
4,130
+527
+15% +$178K 0.21% 112
2021
Q2 		$1.39M Sell
3,603
-4,260
-54% -$1.42M 0.26% 90
2021
Q1 		$2.53M Buy
7,863
+5,123
+187% +$1.89M 0.49% 43
2020
Q4 		$924K Sell
2,740
-749
-21% -$334K 0.18% 159
2020
Q3 		$1.64M Buy
+3,489
New +$1.12M 0.45% 28

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

Donoghue Forlines's ZM Position: Q3 2025 in Review

Donoghue Forlines sold out of Zoom (ZM) in Q3 2025, closing a stake of 34,578 shares — an estimated $2.7M sold.

Donoghue Forlines first reported a position in ZM in Q3 2020 and held it in 18 quarters. The position peaked at $2.7M in Q2 2025. 753 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Donoghue Forlines reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Donoghue Forlines sold 34,578 Zoom shares in Q3 2025, an estimated $2.7M.
  • Donoghue Forlines first reported a position in Zoom in Q3 2020 and held it in 18 quarters.
  • Donoghue Forlines's Zoom position peaked at $2.7M in Q2 2025.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Donoghue Forlines's 13F filing for Q3 2025, filed 29 Oct 2025.