Marshall Wace’s Zoom ZM Stock Holding History

Marshall Wace’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	$48.2K	Hold	600	–	–	﹤0.01%	2981
2025 Q4	$51.8K	Sell	600 -200	-25%	-$16.8K	﹤0.01%	2775
2025 Q3	$66K	Buy	+800	New	+$62.4K	﹤0.01%	2701
2022 Q4	–	Sell	-23,700	Closed	-$1.74M	–	3494
2022 Q3	$1.74M	Buy	+23,700	New	+$2.26M	﹤0.01%	2097
2022 Q2	–	Sell	-65,400	Closed	-$7.67M	–	3930
2022 Q1	$7.67M	Sell	65,400 -42,600	-39%	-$5.79M	0.01%	1066
2021 Q4	$19.9M	Sell	108,000 -9,800	-8%	-$2.3M	0.04%	491
2021 Q3	$30.8M	Buy	117,800 +91,400	+346%	+$30.8M	0.13%	159
2021 Q2	$10.2M	Buy	26,400 +18,600	+238%	+$6.19M	0.05%	474
2021 Q1	$2.51M	Buy	+7,800	New	+$2.87M	0.01%	1201

Other funds holding ZM

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 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 $2.9T AUM 29.55% 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

Marshall Wace's ZM Position: Q1 2026 in Review

Marshall Wace increased its Zoom (ZM) stake by 1,318% in Q1 2026, buying an estimated $33.3M and bringing the position to 427,997 shares worth $34.4M. The position accounts for 0.03% of the portfolio, ranked #496.

Marshall Wace first reported a position in ZM in Q1 2020 and has held it in 17 quarters since. The position peaked at $60.3M in Q2 2022. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Marshall Wace held 427,997 shares of Zoom worth $34.4M as of Q1 2026.
Marshall Wace bought 397,807 Zoom shares in Q1 2026, an estimated $33.3M.
Zoom made up 0.03% of Marshall Wace's portfolio in Q1 2026, its #496 holding.
Marshall Wace first reported a position in Zoom in Q1 2020 and has held it in 17 quarters since.
Marshall Wace's Zoom position peaked at $60.3M in Q2 2022.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.