JO
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John Overdeck’s Zoom ZM Stock Holding History

John Overdeck’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
Q2 		$9.58M Sell
110,991
-149,770
-57% -$14.2M 0.01% 1547
2026
Q1 		$21M Sell
260,761
-337,582
-56% -$28.3M 0.02% 917
2025
Q4 		$51.6M Sell
598,343
-452,674
-43% -$38.1M 0.07% 341
2025
Q3 		$86.7M Buy
+1,051,017
New +$82M 0.13% 210
2025
Q2 		– Sell
-142,053
Closed -$10.5M – 3605
2025
Q1 		$10.5M Sell
142,053
-735,942
-84% -$58.7M 0.02% 754
2024
Q4 		$71.7M Sell
877,995
-678,085
-44% -$53.3M 0.16% 156
2024
Q3 		$109M Buy
1,556,080
+1,552,674
+45,586% +$97.1M 0.24% 103
2024
Q2 		$202K Sell
3,406
-2,842,439
-100% -$175M ﹤0.01% 2733
2024
Q1 		$186M Buy
2,845,845
+33,265
+1% +$2.22M 0.44% 41
2023
Q4 		$202M Sell
2,812,580
-102,610
-4% -$6.79M 0.46% 34
2023
Q3 		$204M Sell
2,915,190
-216,693
-7% -$15M 0.55% 26
2023
Q2 		$213M Buy
3,131,883
+3,820
+0.1% +$255K 0.53% 22
2023
Q1 		$231M Buy
3,128,063
+19,811
+0.6% +$1.43M 0.66% 14
2022
Q4 		$211M Buy
3,108,252
+1,242,000
+67% +$94.3M 0.66% 18
2022
Q3 		$137M Sell
1,866,252
-53,410
-3% -$5.09M 0.47% 47
2022
Q2 		$207M Sell
1,919,662
-127,221
-6% -$13.4M 0.68% 22
2022
Q1 		$240M Buy
2,046,883
+1,215,497
+146% +$165M 0.71% 5
2021
Q4 		$153M Buy
831,386
+820,377
+7,452% +$193M 0.33% 69
2021
Q3 		$2.88M Sell
11,009
-351,937
-97% -$119M 0.01% 1646
2021
Q2 		$140M Buy
362,946
+256,980
+243% +$85.6M 0.32% 58
2021
Q1 		$34M Sell
105,966
-391,859
-79% -$144M 0.09% 263
2020
Q4 		$168M Buy
497,825
+86,540
+21% +$38.6M 0.48% 44
2020
Q3 		$193M Buy
+411,285
New +$132M 0.69% 22

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

John Overdeck's ZM Position: Q2 2026 in Review

John Overdeck reduced its Zoom (ZM) stake by 57% in Q2 2026, selling an estimated $14.2M and leaving 110,991 shares worth $9.58M. The position accounts for 0.01% of the portfolio, ranked #1547.

John Overdeck first reported a position in ZM in Q3 2020 and has held it in 23 quarters since. The position peaked at $240M in Q1 2022. 862 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • John Overdeck held 110,991 shares of Zoom worth $9.58M as of Q2 2026.
  • John Overdeck sold 149,770 Zoom shares in Q2 2026, an estimated $14.2M.
  • Zoom made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1547 holding.
  • John Overdeck first reported a position in Zoom in Q3 2020 and has held it in 23 quarters since.
  • John Overdeck's Zoom position peaked at $240M in Q1 2022.
  • 862 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.