Perpetual Ltd’s Zoom ZM Stock Holding History

Perpetual Ltd’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	$525K	Sell	6,086 -4,928	-45%	-$466K	0.01%	324
2026 Q1	$885K	Sell	11,014 -15,848	-59%	-$1.33M	0.01%	233
2025 Q4	$2.32M	Buy	26,862 +10,219	+61%	+$860K	0.03%	167
2025 Q3	$1.37M	Hold	16,643	–	–	0.02%	221
2025 Q2	$1.3M	Sell	16,643 -3,220	-16%	-$249K	0.02%	223
2025 Q1	$1.47M	Sell	19,863 -5,919	-23%	-$472K	0.02%	220
2024 Q4	$2.1M	Buy	25,782 +2,538	+11%	+$200K	0.02%	190
2024 Q3	$1.62M	Buy	23,244 +7,176	+45%	+$449K	0.02%	216
2024 Q2	$951K	Buy	16,068 +6,018	+60%	+$370K	0.01%	277
2024 Q1	$657K	Buy	+10,050	New	+$670K	0.01%	329
2020 Q3	$5.93M	Sell	12,606 -21,657	-63%	-$6.93M	0.43%	97
2020 Q2	$8.69M	Sell	34,263 -5,345	-13%	-$962K	0.81%	26
2020 Q1	$5.79M	Buy	39,608 +25,708	+185%	+$2.54M	0.82%	34
2019 Q4	$944K	Buy	+13,900	New	+$957K	0.14%	74

Other funds holding ZM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Perpetual Ltd's ZM Position: Q2 2026 in Review

Perpetual Ltd reduced its Zoom (ZM) stake by 45% in Q2 2026, selling an estimated $466K and leaving 6,086 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #324.

Perpetual Ltd first reported a position in ZM in Q4 2019 and has held it in 14 quarters since. The position peaked at $8.69M in Q2 2020. 264 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Perpetual Ltd held 6,086 shares of Zoom worth $525K as of Q2 2026.
Perpetual Ltd sold 4,928 Zoom shares in Q2 2026, an estimated $466K.
Zoom made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #324 holding.
Perpetual Ltd first reported a position in Zoom in Q4 2019 and has held it in 14 quarters since.
Perpetual Ltd's Zoom position peaked at $8.69M in Q2 2020.
264 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.