Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-114,400
Closed -$21M 4546
2021
Q4
$21M Buy
114,400
+64,100
+127% +$15.1M 0.04% 454
2021
Q3
$13.2M Sell
50,300
-39,200
-44% -$13.2M 0.03% 640
2021
Q2
$34.6M Sell
89,500
-43,200
-33% -$14.4M 0.08% 293
2021
Q1
$42.6M Buy
132,700
+46,600
+54% +$17.2M 0.11% 211
2020
Q4
$29M Buy
86,100
+34,300
+66% +$15.3M 0.08% 271
2020
Q3
$24.4M Buy
51,800
+12,400
+31% +$3.97M 0.09% 246
2020
Q2
$9.99M Sell
39,400
-27,700
-41% -$4.98M 0.05% 391
2020
Q1
$9.8M Buy
67,100
+31,900
+91% +$3.15M 0.08% 260
2019
Q4
$2.4M Buy
+35,200
New +$2.42M 0.01% 1445

Other funds holding ZM

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.