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Optimize Financial’s Zoom ZM Stock Holding History

Optimize Financial’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 		$542K Buy
+6,737
New +$564K 0.27% 87
2025
Q1 		– Sell
-14,484
Closed -$1.18M – 296
2024
Q4 		$1.18M Buy
+14,484
New +$1.14M 0.89% 29

Other funds holding ZM

BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Optimize Financial's ZM Position: Q1 2026 in Review

Optimize Financial opened a new position in Zoom (ZM) in Q1 2026: 6,737 shares worth $542K. The stake represents 0.27% of the portfolio and ranks #87 among its holdings. This is a return to the name: Optimize Financial previously reported a position in ZM as recently as Q4 2024.

Optimize Financial first reported a position in ZM in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2024. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Optimize Financial held 6,737 shares of Zoom worth $542K as of Q1 2026.
  • Zoom was a new Optimize Financial position in Q1 2026.
  • Zoom made up 0.27% of Optimize Financial's portfolio in Q1 2026, its #87 holding.
  • Optimize Financial first reported a position in Zoom in Q4 2024 and has held it in 2 quarters since.
  • Optimize Financial's Zoom position peaked at $1.18M in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.