Kayne Anderson Rudnick Investment Management’s Zoom ZM Stock Holding History

Kayne Anderson Rudnick Investment 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	$125	Sell	1 -4	-80%	-$335	﹤0.01%	947
2025 Q4	$479	Sell	5 -5	-50%	-$421	﹤0.01%	936
2025 Q3	$825	Hold	10	–	–	﹤0.01%	906
2025 Q2	$780	Buy	10 +6	+150%	+$464	﹤0.01%	953
2025 Q1	$295	Hold	4	–	–	﹤0.01%	929
2024 Q4	$326	Hold	4	–	–	﹤0.01%	961
2024 Q3	$279	Hold	4	–	–	﹤0.01%	959
2024 Q2	$237	Sell	4 -4	-50%	-$246	﹤0.01%	966
2024 Q1	$523	Buy	8 +4	+100%	+$267	﹤0.01%	903
2023 Q4	$288	Sell	4 -4	-50%	-$265	﹤0.01%	915
2023 Q3	$560	Hold	8	–	–	﹤0.01%	788
2023 Q2	$543	Buy	8 +4	+100%	+$267	﹤0.01%	791
2023 Q1	$295	Buy	+4	New	+$288	﹤0.01%	700
2022 Q4	–	Sell	-6,308	Closed	-$464K	–	700
2022 Q3	$464K	Buy	+6,308	New	+$601K	﹤0.01%	380
2022 Q2	–	Sell	-100	Closed	-$12K	–	693
2022 Q1	$12K	Hold	100	–	–	﹤0.01%	534
2021 Q4	$18K	Hold	100	–	–	﹤0.01%	518
2021 Q3	$26K	Hold	100	–	–	﹤0.01%	497
2021 Q2	$39K	Hold	100	–	–	﹤0.01%	479
2021 Q1	$32K	Buy	+100	New	+$36.8K	﹤0.01%	480

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's ZM Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Zoom (ZM) stake by 80% in Q1 2026, selling an estimated $335 and leaving 1 share worth $125. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Kayne Anderson Rudnick Investment Management first reported a position in ZM in Q1 2021 and has held it in 19 quarters since. The position peaked at $464K in Q3 2022. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 1 share of Zoom worth $125 as of Q1 2026.
Kayne Anderson Rudnick Investment Management sold 4 Zoom shares in Q1 2026, an estimated $335.
Zoom made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #947 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Zoom in Q1 2021 and has held it in 19 quarters since.
Kayne Anderson Rudnick Investment Management's Zoom position peaked at $464K in Q3 2022.
816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.