Perpetual Ltd
ZM icon

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
Q3 		$337K Sell
3,709
-2,377
-39% -$227K 0.01% 351
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Perpetual Ltd's ZM Position: Q3 2026 in Review

Perpetual Ltd reduced its Zoom (ZM) stake by 39% in Q3 2026, selling an estimated $227K and leaving 3,709 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #351.

Perpetual Ltd first reported a position in ZM in Q4 2019 and has held it in 15 quarters since. The position peaked at $8.69M in Q2 2020. 361 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Perpetual Ltd held 3,709 shares of Zoom worth $337K as of Q3 2026.
  • Perpetual Ltd sold 2,377 Zoom shares in Q3 2026, an estimated $227K.
  • Zoom made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #351 holding.
  • Perpetual Ltd first reported a position in Zoom in Q4 2019 and has held it in 15 quarters since.
  • Perpetual Ltd's Zoom position peaked at $8.69M in Q2 2020.
  • 361 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.