KA
ZM icon

Kerrisdale Advisers’s Zoom ZM Stock Holding History

Kerrisdale Advisers’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 		$2.75M Sell
31,869
-14,780
-32% -$1.4M 0.69% 30
2026
Q1 		$3.75M Buy
46,649
+8,850
+23% +$741K 1.43% 20
2025
Q4 		$3.26M Sell
37,799
-26,880
-42% -$2.26M 1.54% 19
2025
Q3 		$5.34M Hold
64,679
– – 2.77% 10
2025
Q2 		$5.04M Buy
64,679
+5,840
+10% +$451K 2.63% 10
2025
Q1 		$4.34M Buy
58,839
+8,750
+17% +$697K 1.82% 15
2024
Q4 		$4.09M Sell
50,089
-40,145
-44% -$3.16M 1.38% 18
2024
Q3 		$6.29M Sell
90,234
-13,795
-13% -$862K 2.14% 16
2024
Q2 		$6.16M Buy
104,029
+1,570
+2% +$96.4K 1.93% 15
2024
Q1 		$6.7M Sell
102,459
-3,065
-3% -$204K 2.1% 15
2023
Q4 		$7.59M Buy
105,524
+16,866
+19% +$1.12M 2.26% 12
2023
Q3 		$6.2M Sell
88,658
-75,311
-46% -$5.23M 1.96% 15
2023
Q2 		$11.1M Buy
163,969
+73,147
+81% +$4.89M 3% 8
2023
Q1 		$6.71M Buy
90,822
+10,119
+13% +$729K 1.99% 16
2022
Q4 		$5.47M Sell
80,703
-194,390
-71% -$14.8M 1.62% 20
2022
Q3 		$20.2M Buy
275,093
+206,817
+303% +$19.7M 4.92% 4
2022
Q2 		$7.37M Buy
68,276
+51,088
+297% +$5.39M 2.32% 13
2022
Q1 		$2.02M Sell
17,188
-32,592
-65% -$4.43M 0.62% 29
2021
Q4 		$9.15M Buy
+49,780
New +$11.7M 1.89% 16

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Kerrisdale Advisers's ZM Position: Q2 2026 in Review

Kerrisdale Advisers reduced its Zoom (ZM) stake by 32% in Q2 2026, selling an estimated $1.4M and leaving 31,869 shares worth $2.75M. The position accounts for 0.69% of the portfolio, ranked #30.

Kerrisdale Advisers first reported a position in ZM in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.2M in Q3 2022. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Kerrisdale Advisers held 31,869 shares of Zoom worth $2.75M as of Q2 2026.
  • Kerrisdale Advisers sold 14,780 Zoom shares in Q2 2026, an estimated $1.4M.
  • Zoom made up 0.69% of Kerrisdale Advisers's portfolio in Q2 2026, its #30 holding.
  • Kerrisdale Advisers first reported a position in Zoom in Q4 2021 and has held it in 19 quarters since.
  • Kerrisdale Advisers's Zoom position peaked at $20.2M in Q3 2022.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.