Ghisallo Capital Management’s Zoom ZM Stock Holding History

Ghisallo 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	$26.1M	Buy	+325,000	New	+$27.2M	0.72%	42
2023 Q4	–	Sell	-30,000	Closed	-$2.1M	–	176
2023 Q3	$2.1M	Hold	30,000	–	–	0.21%	68
2023 Q2	$2.04M	Hold	30,000	–	–	0.24%	70
2023 Q1	$2.22M	Hold	30,000	–	–	0.53%	35
2022 Q4	$2.03M	Hold	30,000	–	–	0.36%	62
2022 Q3	$2.21M	Hold	30,000	–	–	0.29%	127
2022 Q2	$3.24M	Hold	30,000	–	–	0.4%	79
2022 Q1	$3.52M	Sell	30,000 -38,662	-56%	-$5.26M	0.38%	90
2021 Q4	$12.6M	Hold	68,662	–	–	0.62%	28
2021 Q3	$18M	Hold	68,662	–	–	0.68%	30
2021 Q2	$26.6M	Sell	68,662 -79,860	-54%	-$26.6M	1.01%	16
2021 Q1	$47.7M	Buy	+148,522	New	+$54.7M	3.05%	3

Other funds holding ZM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Ghisallo Capital Management opened a new position in Zoom (ZM) in Q1 2026: 325,000 shares worth $26.1M. The stake represents 0.72% of the portfolio and ranks #42 among its holdings. This is a return to the name: Ghisallo Capital Management previously reported a position in ZM as recently as Q3 2023.

Ghisallo Capital Management first reported a position in ZM in Q1 2021 and has held it in 12 quarters since. The position peaked at $47.7M in Q1 2021. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Ghisallo Capital Management held 325,000 shares of Zoom worth $26.1M as of Q1 2026.
Zoom was a new Ghisallo Capital Management position in Q1 2026.
Zoom made up 0.72% of Ghisallo Capital Management's portfolio in Q1 2026, its #42 holding.
Ghisallo Capital Management first reported a position in Zoom in Q1 2021 and has held it in 12 quarters since.
Ghisallo Capital Management's Zoom position peaked at $47.7M in Q1 2021.
815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Ghisallo Capital Management's 13F filing for Q1 2026, filed 15 May 2026.