Invenomic Capital Management’s Zoom ZM Stock Holding History

Invenomic 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
2025 Q2	–	Sell	-224,688	Closed	-$16.6M	–	205
2025 Q1	$16.6M	Sell	224,688 -65,238	-23%	-$5.2M	0.84%	37
2024 Q4	$23.7M	Sell	289,926 -321,793	-53%	-$25.3M	1.33%	20
2024 Q3	$42.7M	Sell	611,719 -121,546	-17%	-$7.6M	2.36%	5
2024 Q2	$43.4M	Buy	733,265 +60,373	+9%	+$3.71M	2.26%	8
2024 Q1	$44M	Buy	672,892 +92,171	+16%	+$6.14M	2.34%	6
2023 Q4	$41.8M	Sell	580,721 -133,742	-19%	-$8.84M	2.23%	11
2023 Q3	$50M	Buy	714,463 +127,504	+22%	+$8.85M	2.1%	10
2023 Q2	$39.8M	Buy	586,959 +226,832	+63%	+$15.2M	2.22%	12
2023 Q1	$26.6M	Buy	360,127 +7,795	+2%	+$562K	1.51%	19
2022 Q4	$23.9M	Buy	352,332 +117,981	+50%	+$8.96M	1.73%	16
2022 Q3	$17.2M	Buy	+234,351	New	+$22.3M	1.49%	21

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management

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

T. Rowe Price Investment Management

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

JP Morgan Chase

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

Geode Capital Management

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return