JCM
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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
Q2 		– Sell
-532,840
Closed -$42.8M – 126
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 $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

Junto Capital Management's ZM Position: Q2 2026 in Review

Junto Capital Management sold out of Zoom (ZM) in Q2 2026, closing a stake of 532,840 shares — an estimated $42.8M sold.

Junto Capital Management first reported a position in ZM in Q4 2024 and held it in 6 quarters. The position peaked at $64.1M in Q1 2025. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Junto Capital Management reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Junto Capital Management sold 532,840 Zoom shares in Q2 2026, an estimated $42.8M.
  • Junto Capital Management first reported a position in Zoom in Q4 2024 and held it in 6 quarters.
  • Junto Capital Management's Zoom position peaked at $64.1M in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.