Jackson Square Partners’s Zoom ZM Stock Holding History

Jackson Square 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
2021 Q4	–	Sell	-605,321	Closed	-$158M	–	99
2021 Q3	$158M	Sell	605,321 -76,329	-11%	-$25.7M	1%	42
2021 Q2	$264M	Sell	681,650 -96,461	-12%	-$32.1M	1.51%	27
2021 Q1	$250M	Buy	+778,111	New	+$286M	1.42%	27

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Jackson Square Partners's ZM Position: Q4 2021 in Review

Jackson Square Partners sold out of Zoom (ZM) in Q4 2021, closing a stake of 605,321 shares — an estimated $158M sold.

Jackson Square Partners first reported a position in ZM in Q1 2021 and held it in 3 quarters. The position peaked at $264M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Jackson Square Partners reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Jackson Square Partners sold 605,321 Zoom shares in Q4 2021, an estimated $158M.
Jackson Square Partners first reported a position in Zoom in Q1 2021 and held it in 3 quarters.
Jackson Square Partners's Zoom position peaked at $264M in Q2 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Jackson Square Partners's 13F filing for Q4 2021, filed 14 Feb 2022.