JFG
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Jefferies Financial Group’s Zoom ZM Stock Holding History

Jefferies Financial Group’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
-2,735
Closed -$236K – 2278
2025
Q4 		$236K Sell
2,735
-8,514
-76% -$717K ﹤0.01% 1570
2025
Q3 		$928K Sell
11,249
-43,612
-79% -$3.4M ﹤0.01% 897
2025
Q2 		$4.28M Buy
54,861
+20,167
+58% +$1.56M 0.04% 333
2025
Q1 		$2.56M Buy
34,694
+33,194
+2,213% +$2.65M 0.02% 487
2024
Q4 		$122K Buy
+1,500
New +$118K ﹤0.01% 1447
2024
Q1 		– Sell
-15,446
Closed -$1.11M – 2105
2023
Q4 		$1.11M Buy
+15,446
New +$1.02M 0.01% 916
2023
Q2 		– Sell
-6,388
Closed -$472K – 2064
2023
Q1 		$472K Buy
+6,388
New +$460K ﹤0.01% 1112

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

Jefferies Financial Group's ZM Position: Q1 2026 in Review

Jefferies Financial Group sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,735 shares — an estimated $236K sold.

Jefferies Financial Group first reported a position in ZM in Q1 2023 and held it in 7 quarters. The position peaked at $4.28M in Q2 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Jefferies Financial Group reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,735 Zoom shares in Q1 2026, an estimated $236K.
  • Jefferies Financial Group first reported a position in Zoom in Q1 2023 and held it in 7 quarters.
  • Jefferies Financial Group's Zoom position peaked at $4.28M in Q2 2025.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.