Herald Investment Management’s Zoom ZM Stock Holding History

Herald Investment 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	$2.24M	Hold	25,910	–	–	0.3%	79
2026 Q1	$2.08M	Hold	25,910	–	–	0.29%	78
2025 Q4	$2.24M	Hold	25,910	–	–	0.29%	81
2025 Q3	$2.14M	Hold	25,910	–	–	0.28%	78
2025 Q2	$2.02M	Hold	25,910	–	–	0.3%	77
2025 Q1	$1.91M	Hold	25,910	–	–	0.36%	70
2024 Q4	$2.11M	Hold	25,910	–	–	0.35%	70
2024 Q3	$1.81M	Hold	25,910	–	–	0.31%	74
2024 Q2	$1.53M	Hold	25,910	–	–	0.25%	79
2024 Q1	$1.69M	Hold	25,910	–	–	0.27%	76
2023 Q4	$1.86M	Hold	25,910	–	–	0.36%	65
2023 Q3	$1.81M	Hold	25,910	–	–	0.39%	68
2023 Q2	$1.76M	Hold	25,910	–	–	0.34%	73
2023 Q1	$1.91M	Hold	25,910	–	–	0.43%	62
2022 Q4	$1.75M	Buy	25,910 +2,060	+9%	+$156K	0.43%	65
2022 Q3	$1.75M	Buy	23,850 +6,100	+34%	+$581K	0.43%	67
2022 Q2	$1.92M	Buy	17,750 +5,250	+42%	+$554K	0.45%	67
2022 Q1	$1.47M	Buy	+12,500	New	+$1.7M	0.27%	84

Other funds holding ZM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Herald Investment Management's ZM Position: Q2 2026 in Review

Herald Investment Management held its Zoom (ZM) position steady in Q2 2026 at 25,910 shares worth $2.24M. The position accounts for 0.3% of the portfolio, ranked #79.

Herald Investment Management first reported a position in ZM in Q1 2022 and has held it in 18 quarters since. 303 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Herald Investment Management held 25,910 shares of Zoom worth $2.24M as of Q2 2026.
Herald Investment Management left its Zoom share count unchanged in Q2 2026.
Zoom made up 0.3% of Herald Investment Management's portfolio in Q2 2026, its #79 holding.
Herald Investment Management first reported a position in Zoom in Q1 2022 and has held it in 18 quarters since.
303 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.