PIM
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Plato Investment Management’s Zoom ZM Stock Holding History

Plato Investment 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 		$603K Sell
7,023
-2,718
-28% -$257K 0.03% 342
2026
Q1 		$784K Sell
9,741
-9,731
-50% -$815K 0.05% 294
2025
Q4 		$1.69M Hold
19,472
– – 0.11% 187
2025
Q3 		$1.59M Buy
19,472
+3,145
+19% +$245K 0.11% 199
2025
Q2 		$1.27M Buy
16,327
+6,334
+63% +$490K 0.1% 218
2025
Q1 		$745K Sell
9,993
-27
-0.3% -$2.15K 0.06% 281
2024
Q4 		$821K Buy
10,020
+1,631
+19% +$128K 0.06% 276
2024
Q3 		$584K Hold
8,389
– – 0.05% 303
2024
Q2 		$497K Hold
8,389
– – 0.05% 276
2024
Q1 		$548K Buy
8,389
+7,097
+549% +$473K 0.06% 260
2023
Q4 		$92.9K Buy
+1,292
New +$85.4K 0.11% 161

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Plato Investment Management's ZM Position: Q2 2026 in Review

Plato Investment Management reduced its Zoom (ZM) stake by 28% in Q2 2026, selling an estimated $257K and leaving 7,023 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #342.

Plato Investment Management first reported a position in ZM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Plato Investment Management held 7,023 shares of Zoom worth $603K as of Q2 2026.
  • Plato Investment Management sold 2,718 Zoom shares in Q2 2026, an estimated $257K.
  • Zoom made up 0.03% of Plato Investment Management's portfolio in Q2 2026, its #342 holding.
  • Plato Investment Management first reported a position in Zoom in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Zoom position peaked at $1.69M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.