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 Q2	$8.04M	Buy	93,154 +72,927	+361%	+$6.89M	0.04%	433
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	–	2537
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

O'Shaughnessy Asset Management's ZM Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Zoom (ZM) stake by 361% in Q2 2026, buying an estimated $6.89M and bringing the position to 93,154 shares worth $8.04M. The position accounts for 0.04% of the portfolio, ranked #433.

O'Shaughnessy Asset Management first reported a position in ZM in Q3 2020 and has held it in 12 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

O'Shaughnessy Asset Management held 93,154 shares of Zoom worth $8.04M as of Q2 2026.
O'Shaughnessy Asset Management bought 72,927 Zoom shares in Q2 2026, an estimated $6.89M.
Zoom made up 0.04% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #433 holding.
O'Shaughnessy Asset Management first reported a position in Zoom in Q3 2020 and has held it in 12 quarters since.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.