Oppenheimer & Co
ZM icon

Oppenheimer & Co’s Zoom ZM Stock Holding History

Oppenheimer & Co’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
Q3 		$868K Buy
9,566
+2,703
+39% +$258K 0.01% 972
2026
Q2 		$592K Sell
6,863
-1,410
-17% -$133K 0.01% 1180
2026
Q1 		$665K Buy
8,273
+5,791
+233% +$485K 0.01% 1066
2025
Q4 		$214K Buy
2,482
+7
+0.3% +$589 ﹤0.01% 1406
2025
Q3 		$204K Buy
+2,475
New +$193K ﹤0.01% 1537
2025
Q1 		– Sell
-8,235
Closed -$672K – 1681
2024
Q4 		$672K Sell
8,235
-213
-3% -$16.7K 0.01% 957
2024
Q3 		$589K Sell
8,448
-777
-8% -$48.6K 0.01% 981
2024
Q2 		$546K Sell
9,225
-1,025
-10% -$63K 0.01% 980
2024
Q1 		$670K Sell
10,250
-691
-6% -$46.1K 0.01% 892
2023
Q4 		$787K Sell
10,941
-258
-2% -$17.1K 0.01% 800
2023
Q3 		$783K Sell
11,199
-25
-0.2% -$1.74K 0.02% 758
2023
Q2 		$762K Sell
11,224
-2,228
-17% -$149K 0.02% 815
2023
Q1 		$993K Buy
13,452
+7,524
+127% +$542K 0.02% 696
2022
Q4 		$402K Buy
+5,928
New +$450K 0.01% 979
2022
Q3 		– Sell
-4,217
Closed -$455K – 1474
2022
Q2 		$455K Sell
4,217
-5,024
-54% -$530K 0.01% 952
2022
Q1 		$1.08M Buy
9,241
+1,049
+13% +$143K 0.02% 715
2021
Q4 		$1.51M Sell
8,192
-2,446
-23% -$575K 0.03% 609
2021
Q3 		$2.78M Sell
10,638
-2,950
-22% -$995K 0.05% 402
2021
Q2 		$5.26M Sell
13,588
-1,080
-7% -$360K 0.09% 253
2021
Q1 		$4.71M Buy
14,668
+4,770
+48% +$1.76M 0.09% 261
2020
Q4 		$3.34M Sell
9,898
-525
-5% -$234K 0.07% 313
2020
Q3 		$4.9M Buy
10,423
+893
+9% +$286K 0.12% 186
2020
Q2 		$2.42M Buy
9,530
+3,842
+68% +$691K 0.06% 327
2020
Q1 		$831K Buy
+5,688
New +$561K 0.03% 585

Other funds holding ZM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Oppenheimer & Co's ZM Position: Q3 2026 in Review

Oppenheimer & Co increased its Zoom (ZM) stake by 39% in Q3 2026, buying an estimated $258K and bringing the position to 9,566 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #972.

Oppenheimer & Co first reported a position in ZM in Q1 2020 and has held it in 24 quarters since. The position peaked at $5.26M in Q2 2021. 451 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Oppenheimer & Co held 9,566 shares of Zoom worth $868K as of Q3 2026.
  • Oppenheimer & Co bought 2,703 Zoom shares in Q3 2026, an estimated $258K.
  • Zoom made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #972 holding.
  • Oppenheimer & Co first reported a position in Zoom in Q1 2020 and has held it in 24 quarters since.
  • Oppenheimer & Co's Zoom position peaked at $5.26M in Q2 2021.
  • 451 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.