ECM
ZM icon

Everence Capital Management’s Zoom ZM Stock Holding History

Everence Capital Management’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 		$960K Buy
11,942
+4,204
+54% +$352K 0.06% 247
2025
Q4 		$668K Buy
7,738
+4,058
+110% +$342K 0.04% 316
2025
Q3 		$304K Sell
3,680
-560
-13% -$43.7K 0.02% 602
2025
Q2 		$331K Sell
4,240
-900
-18% -$69.6K 0.02% 543
2025
Q1 		$379K Buy
5,140
+900
+21% +$71.7K 0.03% 457
2024
Q4 		$346K Buy
+4,240
New +$333K 0.02% 514

Other funds holding ZM

BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Everence Capital Management's ZM Position: Q1 2026 in Review

Everence Capital Management increased its Zoom (ZM) stake by 54% in Q1 2026, buying an estimated $352K and bringing the position to 11,942 shares worth $960K. The position accounts for 0.06% of the portfolio, ranked #247.

Everence Capital Management first reported a position in ZM in Q4 2024 and has held it in 6 quarters since. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Everence Capital Management held 11,942 shares of Zoom worth $960K as of Q1 2026.
  • Everence Capital Management bought 4,204 Zoom shares in Q1 2026, an estimated $352K.
  • Zoom made up 0.06% of Everence Capital Management's portfolio in Q1 2026, its #247 holding.
  • Everence Capital Management first reported a position in Zoom in Q4 2024 and has held it in 6 quarters since.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.