JCM
ZM icon

Junto Capital Management’s Zoom ZM Stock Holding History

Junto Capital Management’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 		$42.8M Buy
532,840
+135,297
+34% +$11.3M 0.9% 50
2025
Q4 		$34.3M Buy
397,543
+45,093
+13% +$3.8M 0.76% 58
2025
Q3 		$29.1M Sell
352,450
-94,866
-21% -$7.4M 0.6% 57
2025
Q2 		$34.9M Sell
447,316
-421,191
-48% -$32.6M 0.73% 60
2025
Q1 		$64.1M Buy
868,507
+420,275
+94% +$33.5M 1.34% 20
2024
Q4 		$36.6M Buy
+448,232
New +$35.2M 0.71% 57

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

Junto Capital Management's ZM Position: Q1 2026 in Review

Junto Capital Management increased its Zoom (ZM) stake by 34% in Q1 2026, buying an estimated $11.3M and bringing the position to 532,840 shares worth $42.8M. The position accounts for 0.9% of the portfolio, ranked #50.

Junto Capital Management first reported a position in ZM in Q4 2024 and has held it in 6 quarters since. The position peaked at $64.1M in Q1 2025. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Junto Capital Management held 532,840 shares of Zoom worth $42.8M as of Q1 2026.
  • Junto Capital Management bought 135,297 Zoom shares in Q1 2026, an estimated $11.3M.
  • Zoom made up 0.9% of Junto Capital Management's portfolio in Q1 2026, its #50 holding.
  • Junto Capital Management first reported a position in Zoom in Q4 2024 and has held it in 6 quarters since.
  • Junto Capital Management's Zoom position peaked at $64.1M in Q1 2025.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Junto Capital Management's 13F filing for Q1 2026, filed 15 May 2026.