IC
ZM icon

IEQ Capital’s Zoom ZM Stock Holding History

IEQ 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
Q2 		$27.2M Sell
314,566
-116,360
-27% -$11M 0.13% 143
2026
Q1 		$34.6M Sell
430,926
-406,622
-49% -$34.1M 0.16% 117
2025
Q4 		$72.3M Buy
837,548
+366,346
+78% +$30.8M 0.22% 57
2025
Q3 		$38.9M Buy
471,202
+258,916
+122% +$20.2M 0.12% 83
2025
Q2 		$16.6M Buy
212,286
+86,319
+69% +$6.67M 0.1% 153
2025
Q1 		$9.29M Sell
125,967
-14,847
-11% -$1.18M 0.07% 202
2024
Q4 		$11.5M Buy
140,814
+104,532
+288% +$8.22M 0.11% 114
2024
Q3 		$2.53M Buy
36,282
+12,198
+51% +$762K 0.03% 324
2024
Q2 		$1.43M Buy
24,084
+1,452
+6% +$89.2K 0.02% 407
2024
Q1 		$1.48M Sell
22,632
-317
-1% -$21.1K 0.02% 373
2023
Q4 		$1.65M Buy
22,949
+483
+2% +$31.9K 0.03% 328
2023
Q3 		$1.57M Buy
22,466
+1,034
+5% +$71.8K 0.03% 305
2023
Q2 		$1.45M Sell
21,432
-7,861
-27% -$526K 0.03% 319
2023
Q1 		$2.16M Sell
29,293
-11,160
-28% -$804K 0.05% 240
2022
Q4 		$2.74M Buy
40,453
+13,641
+51% +$1.04M 0.08% 187
2022
Q3 		$1.97M Sell
26,812
-442
-2% -$42.1K 0.05% 233
2022
Q2 		$2.94M Buy
27,254
+109
+0.4% +$11.5K 0.09% 155
2022
Q1 		$3.18M Buy
27,145
+3,350
+14% +$456K 0.08% 155
2021
Q4 		$4.38M Sell
23,795
-3,583
-13% -$842K 0.1% 112
2021
Q3 		$7.16M Sell
27,378
-725
-3% -$244K 0.19% 74
2021
Q2 		$10.9M Buy
28,103
+1,758
+7% +$585K 0.32% 48
2021
Q1 		$8.46M Buy
26,345
+6,462
+33% +$2.38M 0.35% 46
2020
Q4 		$6.71M Sell
19,883
-3,961
-17% -$1.77M 0.3% 65
2020
Q3 		$11.2M Buy
23,844
+15,112
+173% +$4.83M 0.6% 33
2020
Q2 		$2.21M Buy
+8,732
New +$1.57M 0.14% 98
2020
Q1 		– Sell
-8,243
Closed -$561K – 439
2019
Q4 		$561K Buy
+8,243
New +$567K 0.05% 205

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

IEQ Capital's ZM Position: Q2 2026 in Review

IEQ Capital reduced its Zoom (ZM) stake by 27% in Q2 2026, selling an estimated $11M and leaving 314,566 shares worth $27.2M. The position accounts for 0.13% of the portfolio, ranked #143.

IEQ Capital first reported a position in ZM in Q4 2019 and has held it in 26 quarters since. The position peaked at $72.3M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • IEQ Capital held 314,566 shares of Zoom worth $27.2M as of Q2 2026.
  • IEQ Capital sold 116,360 Zoom shares in Q2 2026, an estimated $11M.
  • Zoom made up 0.13% of IEQ Capital's portfolio in Q2 2026, its #143 holding.
  • IEQ Capital first reported a position in Zoom in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Zoom position peaked at $72.3M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.