Pinnacle Associates’s Zoom ZM Stock Holding History

Pinnacle Associates’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	$241K	Buy	2,652 +17	+0.6%	+$1.62K	﹤0.01%	863
2026 Q2	$227K	Sell	2,635 -1,209	-31%	-$114K	﹤0.01%	893
2026 Q1	$309K	Sell	3,844 -2,776	-42%	-$233K	﹤0.01%	788
2025 Q4	$571K	Buy	+6,620	New	+$557K	0.01%	625
2022 Q1	–	Sell	-1,745	Closed	-$321K	–	816
2021 Q4	$321K	Buy	+1,745	New	+$410K	0.01%	652
2021 Q3	–	Sell	-716	Closed	-$277K	–	789
2021 Q2	$277K	Sell	716 -500	-41%	-$167K	0.01%	663
2021 Q1	$391K	Buy	1,216 +381	+46%	+$140K	0.01%	570
2020 Q4	$282K	Sell	835 -30	-3%	-$13.4K	0.01%	604
2020 Q3	$407K	Buy	+865	New	+$277K	0.01%	530

Other funds holding ZM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pinnacle Associates's ZM Position: Q3 2026 in Review

Pinnacle Associates increased its Zoom (ZM) stake by 0.65% in Q3 2026, buying an estimated $1.62K and bringing the position to 2,652 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Pinnacle Associates first reported a position in ZM in Q3 2020 and has held it in 9 quarters since. The position peaked at $571K in Q4 2025. 414 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

Pinnacle Associates held 2,652 shares of Zoom worth $241K as of Q3 2026.
Pinnacle Associates bought 17 Zoom shares in Q3 2026, an estimated $1.62K.
Zoom made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #863 holding.
Pinnacle Associates first reported a position in Zoom in Q3 2020 and has held it in 9 quarters since.
Pinnacle Associates's Zoom position peaked at $571K in Q4 2025.
414 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.