Geode Capital Management
ZM icon

Geode Capital Management’s Zoom ZM Stock Holding History

Geode 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
Q2 		$534M Buy
6,151,343
+883,549
+17% +$83.5M 0.03% 449
2026
Q1 		$426M Buy
5,267,794
+128,211
+2% +$10.7M 0.03% 480
2025
Q4 		$445M Buy
5,139,583
+152,862
+3% +$12.9M 0.03% 466
2025
Q3 		$413M Buy
4,986,721
+191,414
+4% +$14.9M 0.03% 471
2025
Q2 		$374M Buy
4,795,307
+23,910
+0.5% +$1.85M 0.03% 483
2025
Q1 		$352M Buy
4,771,397
+147,237
+3% +$11.7M 0.03% 484
2024
Q4 		$377M Buy
4,624,160
+28,725
+0.6% +$2.26M 0.03% 461
2024
Q3 		$320M Buy
4,595,435
+184,518
+4% +$11.5M 0.03% 500
2024
Q2 		$261M Buy
4,410,917
+90,347
+2% +$5.55M 0.02% 516
2024
Q1 		$282M Buy
4,320,570
+291,238
+7% +$19.4M 0.03% 498
2023
Q4 		$289M Buy
4,029,332
+268,891
+7% +$17.8M 0.03% 465
2023
Q3 		$263M Buy
3,760,441
+428,032
+13% +$29.7M 0.03% 458
2023
Q2 		$226M Buy
3,332,409
+113,891
+4% +$7.62M 0.03% 508
2023
Q1 		$237M Buy
3,218,518
+40,454
+1% +$2.91M 0.03% 474
2022
Q4 		$215M Buy
3,178,064
+87,431
+3% +$6.64M 0.03% 480
2022
Q3 		$227M Sell
3,090,633
-24,379
-0.8% -$2.32M 0.03% 450
2022
Q2 		$336M Buy
3,115,012
+817,223
+36% +$86.2M 0.05% 359
2022
Q1 		$269M Buy
2,297,789
+57,639
+3% +$7.84M 0.03% 465
2021
Q4 		$411M Buy
2,240,150
+85,521
+4% +$20.1M 0.05% 362
2021
Q3 		$562M Sell
2,154,629
-79,649
-4% -$26.9M 0.08% 257
2021
Q2 		$863M Sell
2,234,278
-135,162
-6% -$45M 0.12% 149
2021
Q1 		$760M Buy
2,369,440
+174,042
+8% +$64.1M 0.12% 150
2020
Q4 		$740M Buy
2,195,398
+550,238
+33% +$245M 0.12% 140
2020
Q3 		$773M Buy
1,645,160
+1,156,898
+237% +$370M 0.15% 128
2020
Q2 		$124M Buy
488,262
+207,367
+74% +$37.3M 0.03% 507
2020
Q1 		$41M Buy
280,895
+50,474
+22% +$4.98M 0.01% 866
2019
Q4 		$15.7M Buy
230,421
+31,438
+16% +$2.16M ﹤0.01% 1716
2019
Q3 		$15.2M Buy
198,983
+17,194
+9% +$1.55M ﹤0.01% 1654
2019
Q2 		$16.1M Buy
+181,789
New +$15M ﹤0.01% 1631

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management's ZM Position: Q2 2026 in Review

Geode Capital Management increased its Zoom (ZM) stake by 17% in Q2 2026, buying an estimated $83.5M and bringing the position to 6,151,343 shares worth $534M. The position accounts for 0.03% of the portfolio, ranked #449.

Geode Capital Management first reported a position in ZM in Q2 2019 and has held it in 29 quarters since. The position peaked at $863M in Q2 2021. 867 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Geode Capital Management held 6,151,343 shares of Zoom worth $534M as of Q2 2026.
  • Geode Capital Management bought 883,549 Zoom shares in Q2 2026, an estimated $83.5M.
  • Zoom made up 0.03% of Geode Capital Management's portfolio in Q2 2026, its #449 holding.
  • Geode Capital Management first reported a position in Zoom in Q2 2019 and has held it in 29 quarters since.
  • Geode Capital Management's Zoom position peaked at $863M in Q2 2021.
  • 867 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.