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Globeflex Capital’s Zoom ZM Stock Holding History

Globeflex Capital’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 		– Sell
-5,130
Closed -$443K – 465
2025
Q4 		$443K Hold
5,130
– – 0.07% 250
2025
Q3 		$423K Hold
5,130
– – 0.07% 258
2025
Q2 		$400K Hold
5,130
– – 0.03% 277
2025
Q1 		$378K Hold
5,130
– – 0.03% 277
2024
Q4 		$419K Hold
5,130
– – 0.04% 284
2024
Q3 		$358K Buy
+5,130
New +$321K 0.03% 283

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Globeflex Capital's ZM Position: Q1 2026 in Review

Globeflex Capital sold out of Zoom (ZM) in Q1 2026, closing a stake of 5,130 shares — an estimated $443K sold.

Globeflex Capital first reported a position in ZM in Q3 2024 and held it in 6 quarters. The position peaked at $443K in Q4 2025. 819 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Globeflex Capital reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Globeflex Capital sold 5,130 Zoom shares in Q1 2026, an estimated $443K.
  • Globeflex Capital first reported a position in Zoom in Q3 2024 and held it in 6 quarters.
  • Globeflex Capital's Zoom position peaked at $443K in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.