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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Plato Investment Management's ZM Position: Q1 2026 in Review

Plato Investment Management reduced its Zoom (ZM) stake by 50% in Q1 2026, selling an estimated $815K and leaving 9,741 shares worth $784K. The position accounts for 0.05% of the portfolio, ranked #294.

Plato Investment Management first reported a position in ZM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Plato Investment Management held 9,741 shares of Zoom worth $784K as of Q1 2026.
  • Plato Investment Management sold 9,731 Zoom shares in Q1 2026, an estimated $815K.
  • Zoom made up 0.05% of Plato Investment Management's portfolio in Q1 2026, its #294 holding.
  • Plato Investment Management first reported a position in Zoom in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Zoom position peaked at $1.69M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.