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	–	Sell	-800	Closed	-$69K	–	3744
2025 Q4	$69K	Hold	800	–	–	﹤0.01%	2748
2025 Q3	$66K	Buy	+800	New	+$62.4K	﹤0.01%	2702
2022 Q4	–	Sell	-3,200	Closed	-$234K	–	3495
2022 Q3	$234K	Buy	+3,200	New	+$305K	﹤0.01%	3039
2022 Q2	–	Sell	-54,600	Closed	-$6.4M	–	3931
2022 Q1	$6.4M	Buy	54,600 +2,500	+5%	+$340K	0.01%	1191
2021 Q4	$9.58M	Buy	52,100 +24,900	+92%	+$5.85M	0.02%	890
2021 Q3	$7.11M	Buy	27,200 +6,200	+30%	+$2.09M	0.03%	753
2021 Q2	$8.13M	Buy	21,000 +1,500	+8%	+$500K	0.04%	582
2021 Q1	$6.27M	Buy	+19,500	New	+$7.18M	0.03%	701

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.