O'Shaughnessy Asset Management’s Zoom ZM Stock Holding History

O'Shaughnessy Asset Management’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	$1.63M	Buy	20,227 +14,105	+230%	+$1.18M	0.01%	966
2025 Q4	$528K	Buy	6,122 +2,218	+57%	+$187K	﹤0.01%	1470
2025 Q3	$322K	Buy	3,904 +324	+9%	+$25.3K	﹤0.01%	1707
2025 Q2	$279K	Buy	+3,580	New	+$277K	﹤0.01%	1678
2023 Q4	–	Sell	-4,210	Closed	-$294K	–	1801
2023 Q3	$294K	Buy	+4,210	New	+$292K	﹤0.01%	1129
2022 Q3	–	Sell	-2,038	Closed	-$220K	–	1425
2022 Q2	$220K	Buy	+2,038	New	+$215K	﹤0.01%	992
2021 Q4	–	Sell	-1,134	Closed	-$297K	–	2539
2021 Q3	$297K	Buy	1,134 +17	+2%	+$5.73K	0.01%	855
2021 Q2	$432K	Buy	1,117 +500	+81%	+$167K	0.01%	715
2021 Q1	$198K	Sell	617 -281	-31%	-$103K	﹤0.01%	932
2020 Q4	$303K	Buy	898 +206	+30%	+$91.8K	0.01%	687
2020 Q3	$325K	Buy	+692	New	+$221K	0.01%	564

Other funds holding ZM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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 $141B 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