JCIA
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Jackson Creek Investment Advisors’s Zoom ZM Stock Holding History

Jackson Creek Investment Advisors’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
-5,211
Closed -$450K – 390
2025
Q4 		$450K Sell
5,211
-39
-0.7% -$3.28K 0.13% 218
2025
Q3 		$433K Sell
5,250
-254
-5% -$19.8K 0.13% 220
2025
Q2 		$429K Buy
5,504
+18
+0.3% +$1.39K 0.12% 246
2025
Q1 		$405K Buy
5,486
+51
+0.9% +$4.06K 0.13% 248
2024
Q4 		$444K Buy
5,435
+508
+10% +$39.9K 0.13% 244
2024
Q3 		$344K Sell
4,927
-152
-3% -$9.5K 0.1% 263
2024
Q2 		$301K Buy
5,079
+1,727
+52% +$106K 0.11% 268
2024
Q1 		$219K Buy
+3,352
New +$223K 0.08% 293

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 $3.38T AUM 44.17% 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

Jackson Creek Investment Advisors's ZM Position: Q1 2026 in Review

Jackson Creek Investment Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 5,211 shares — an estimated $450K sold.

Jackson Creek Investment Advisors first reported a position in ZM in Q1 2024 and held it in 8 quarters. The position peaked at $450K in Q4 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Jackson Creek Investment Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 5,211 Zoom shares in Q1 2026, an estimated $450K.
  • Jackson Creek Investment Advisors first reported a position in Zoom in Q1 2024 and held it in 8 quarters.
  • Jackson Creek Investment Advisors's Zoom position peaked at $450K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.