OQS
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Occudo Quantitative Strategies’s Zoom ZM Stock Holding History

Occudo Quantitative Strategies’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
-16,495
Closed -$1.42M – 957
2025
Q4 		$1.42M Buy
16,495
+8,310
+102% +$699K 0.1% 256
2025
Q3 		$675K Sell
8,185
-1,672
-17% -$130K 0.08% 330
2025
Q2 		$769K Buy
+9,857
New +$762K 0.09% 281
2024
Q3 		– Sell
-6,348
Closed -$376K – 1054
2024
Q2 		$376K Buy
6,348
+3,068
+94% +$188K 0.07% 382
2024
Q1 		$214K Sell
3,280
-2,514
-43% -$168K 0.04% 578
2023
Q4 		$417K Buy
+5,794
New +$383K 0.06% 447
2023
Q3 		– Sell
-15,302
Closed -$1.04M – 1355
2023
Q2 		$1.04M Buy
15,302
+7,831
+105% +$524K 0.11% 317
2023
Q1 		$552K Buy
+7,471
New +$538K 0.05% 486
2022
Q2 		– Sell
-34,345
Closed -$4.03M – 1426
2022
Q1 		$4.03M Buy
34,345
+32,650
+1,926% +$4.44M 0.34% 48
2021
Q4 		$312K Buy
+1,695
New +$399K 0.03% 747

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Occudo Quantitative Strategies's ZM Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Zoom (ZM) in Q1 2026, closing a stake of 16,495 shares — an estimated $1.42M sold.

Occudo Quantitative Strategies first reported a position in ZM in Q4 2021 and held it in 10 quarters. The position peaked at $4.03M in Q1 2022. 818 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 16,495 Zoom shares in Q1 2026, an estimated $1.42M.
  • Occudo Quantitative Strategies first reported a position in Zoom in Q4 2021 and held it in 10 quarters.
  • Occudo Quantitative Strategies's Zoom position peaked at $4.03M in Q1 2022.
  • 818 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.