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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
2025
Q4 		– Sell
-25,000
Closed -$2.06M – 2109
2025
Q3 		$2.06M Hold
25,000
– – 0.01% 634
2025
Q2 		$1.95M Buy
+25,000
New +$1.93M 0.02% 537
2025
Q1 		– Sell
-33,300
Closed -$2.72M – 2063
2024
Q4 		$2.72M Buy
+33,300
New +$2.62M 0.02% 558

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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 $618B 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

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. 814 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.
  • 814 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.