Pine Valley Investments’s Zoom ZM Stock Holding History

Pine Valley Investments’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Hold	–	-$82.5K	–	593
2025 Q3	–	Hold	–	–	–	544
2025 Q1	–	Hold	–	-$408K	–	593
2024 Q4	–	Hold	–	–	–	365
2024 Q3	–	Hold	–	–	–	475

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pine Valley Investments's ZM Position: Q4 2025 in Review

Pine Valley Investments sold out of Zoom (ZM) in Q4 2025, closing a stake of 1,731 shares — an estimated $143K sold.

Pine Valley Investments first reported a position in ZM in Q3 2025 and held it in 1 quarter. The position peaked at $143K in Q3 2025. 823 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

Pine Valley Investments reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
Pine Valley Investments sold 1,731 Zoom shares in Q4 2025, an estimated $143K.
Pine Valley Investments first reported a position in Zoom in Q3 2025 and held it in 1 quarter.
Pine Valley Investments's Zoom position peaked at $143K in Q3 2025.
823 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Pine Valley Investments's 13F filing for Q4 2025, filed 13 Feb 2026.