GI
ZM icon

GAMMA Investing’s Zoom ZM Stock Holding History

GAMMA Investing’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 		$179K Sell
1,971
-273
-12% -$26K 0.01% 1416
2026
Q2 		$194K Buy
2,244
+590
+36% +$55.8K 0.01% 1293
2026
Q1 		$133K Buy
1,654
+208
+14% +$17.4K 0.01% 1436
2025
Q4 		$125K Buy
1,446
+424
+41% +$35.7K 0.01% 1413
2025
Q3 		$84.3K Sell
1,022
-512
-33% -$39.9K ﹤0.01% 1623
2025
Q2 		$120K Buy
1,534
+669
+77% +$51.7K 0.01% 1294
2025
Q1 		$63.8K Buy
865
+95
+12% +$7.57K ﹤0.01% 1620
2024
Q4 		$62.8K Buy
770
+164
+27% +$12.9K 0.01% 1479
2024
Q3 		$42.3K Buy
606
+67
+12% +$4.19K ﹤0.01% 1618
2024
Q2 		$31.9K Buy
539
+112
+26% +$6.88K ﹤0.01% 1530
2024
Q1 		$27.9K Sell
427
-239
-36% -$15.9K 0.01% 1420
2023
Q4 		$43K Buy
+666
New +$44K 0.01% 988

Other funds holding ZM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

GAMMA Investing's ZM Position: Q3 2026 in Review

GAMMA Investing reduced its Zoom (ZM) stake by 12% in Q3 2026, selling an estimated $26K and leaving 1,971 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #1416.

GAMMA Investing first reported a position in ZM in Q4 2023 and has held it in 12 quarters since. The position peaked at $194K in Q2 2026. 26 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • GAMMA Investing held 1,971 shares of Zoom worth $179K as of Q3 2026.
  • GAMMA Investing sold 273 Zoom shares in Q3 2026, an estimated $26K.
  • Zoom made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1416 holding.
  • GAMMA Investing first reported a position in Zoom in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Zoom position peaked at $194K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.