EM
ZM icon

Excalibur Management’s Zoom ZM Stock Holding History

Excalibur 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
Q2 		$332K Buy
+3,848
New +$364K 0.11% 132
2026
Q1 		– Sell
-2,371
Closed -$205K – 166
2025
Q4 		$205K Sell
2,371
-810
-25% -$68.2K 0.07% 156
2025
Q3 		$262K Sell
3,181
-87
-3% -$6.79K 0.1% 142
2025
Q2 		$255K Sell
3,268
-551
-14% -$42.6K 0.1% 141
2025
Q1 		$282K Sell
3,819
-20
-0.5% -$1.59K 0.11% 136
2024
Q4 		$313K Sell
3,839
-65
-2% -$5.11K 0.12% 132
2024
Q3 		$272K Sell
3,904
-440
-10% -$27.5K 0.1% 143
2024
Q2 		$257K Buy
4,344
+232
+6% +$14.3K 0.1% 142
2024
Q1 		$269K Buy
4,112
+80
+2% +$5.33K 0.11% 136
2023
Q4 		$290K Sell
4,032
-51
-1% -$3.37K 0.14% 128
2023
Q3 		$286K Buy
4,083
+259
+7% +$18K 0.15% 120
2023
Q2 		$260K Sell
3,824
-150
-4% -$10K 0.13% 130
2023
Q1 		$293K Sell
3,974
-15
-0.4% -$1.08K 0.15% 121
2022
Q4 		$270K Sell
3,989
-90
-2% -$6.84K 0.14% 125
2022
Q3 		$300K Sell
4,079
-153
-4% -$14.6K 0.17% 115
2022
Q2 		$457K Buy
4,232
+1,600
+61% +$169K 0.24% 96
2022
Q1 		$309K Buy
+2,632
New +$358K 0.13% 125
2020
Q4 		– Sell
-450
Closed -$212K – 148
2020
Q3 		$212K Buy
+450
New +$144K 0.13% 119

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Excalibur Management's ZM Position: Q2 2026 in Review

Excalibur Management opened a new position in Zoom (ZM) in Q2 2026: 3,848 shares worth $332K. The stake represents 0.11% of the portfolio and ranks #132 among its holdings. This is a return to the name: Excalibur Management previously reported a position in ZM as recently as Q4 2025.

Excalibur Management first reported a position in ZM in Q3 2020 and has held it in 18 quarters since. The position peaked at $457K in Q2 2022. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Excalibur Management held 3,848 shares of Zoom worth $332K as of Q2 2026.
  • Zoom was a new Excalibur Management position in Q2 2026.
  • Zoom made up 0.11% of Excalibur Management's portfolio in Q2 2026, its #132 holding.
  • Excalibur Management first reported a position in Zoom in Q3 2020 and has held it in 18 quarters since.
  • Excalibur Management's Zoom position peaked at $457K in Q2 2022.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.