Interchange Capital Partners’s Zoom ZM Stock Holding History

Interchange Capital Partners’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	-4,642	Closed	-$401K	–	461
2025 Q4	$401K	Buy	4,642 +1,256	+37%	+$106K	0.07%	237
2025 Q3	$279K	Buy	+3,386	New	+$264K	0.05%	277
2024 Q2	–	Sell	-5,158	Closed	-$339K	–	292
2024 Q1	$339K	Sell	5,158 -3,668	-42%	-$244K	0.23%	108
2023 Q4	$661K	Sell	8,826 -473	-5%	-$31.3K	0.5%	57
2023 Q3	$650K	Sell	9,299 -1,358	-13%	-$94.3K	0.52%	46
2023 Q2	$725K	Buy	10,657 +3,758	+54%	+$251K	0.55%	42
2023 Q1	$509K	Buy	6,899 +1,010	+17%	+$72.8K	0.28%	90
2022 Q4	$399K	Sell	5,889 -1,511	-20%	-$115K	0.41%	57
2022 Q3	$544K	Buy	7,400 +5	+0.1%	+$476	0.6%	41
2022 Q2	$798K	Buy	7,395 +538	+8%	+$56.7K	0.9%	25
2022 Q1	$803K	Buy	6,857 +3,532	+106%	+$480K	0.83%	25
2021 Q4	$611K	Buy	+3,325	New	+$782K	0.61%	45
2021 Q2	–	Sell	-780	Closed	-$320K	–	229
2021 Q1	$320K	Buy	780 +680	+680%	+$250K	0.17%	165
2020 Q4	$33K	Buy	+100	New	+$44.6K	0.02%	495

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AQR Capital Management

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

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

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management

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