Rafferty Asset Management
ZM icon

Rafferty Asset Management’s Zoom ZM Stock Holding History

Rafferty Asset 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 		$590K Sell
7,341
-1,161
-14% -$97.2K ﹤0.01% 864
2025
Q4 		$734K Sell
8,502
-5,740
-40% -$483K ﹤0.01% 844
2025
Q3 		$1.17M Sell
14,242
-4,635
-25% -$362K ﹤0.01% 762
2025
Q2 		$1.47M Sell
18,877
-411
-2% -$31.8K ﹤0.01% 683
2025
Q1 		$1.42M Sell
19,288
-5,770
-23% -$460K 0.01% 665
2024
Q4 		$2.04M Buy
25,058
+3,155
+14% +$248K 0.01% 642
2024
Q3 		$1.53M Sell
21,903
-12,039
-35% -$753K 0.01% 702
2024
Q2 		$2.01M Sell
33,942
-6,413
-16% -$394K 0.01% 635
2024
Q1 		$2.64M Sell
40,355
-2,265
-5% -$151K 0.01% 616
2023
Q4 		$3.06M Sell
42,620
-115,830
-73% -$7.66M 0.01% 549
2023
Q3 		$11.1M Buy
158,450
+20,914
+15% +$1.45M 0.07% 199
2023
Q2 		$9.34M Buy
137,536
+23,843
+21% +$1.59M 0.05% 223
2023
Q1 		$8.4M Buy
113,693
+12,451
+12% +$897K 0.06% 231
2022
Q4 		$6.86M Sell
101,242
-16,608
-14% -$1.26M 0.06% 305
2022
Q3 		$8.67M Buy
117,850
+28,901
+32% +$2.75M 0.09% 162
2022
Q2 		$9.6M Sell
88,949
-10,896
-11% -$1.15M 0.09% 141
2022
Q1 		$11.7M Buy
99,845
+48,724
+95% +$6.63M 0.07% 167
2021
Q4 		$9.4M Buy
51,121
+16,893
+49% +$3.97M 0.05% 199
2021
Q3 		$8.95M Buy
34,228
+8,177
+31% +$2.76M 0.06% 177
2021
Q2 		$10.1M Sell
26,051
-1,883
-7% -$627K 0.06% 171
2021
Q1 		$8.97M Buy
27,934
+6,996
+33% +$2.57M 0.06% 176
2020
Q4 		$7.06M Buy
20,938
+4,069
+24% +$1.81M 0.07% 172
2020
Q3 		$7.93M Buy
16,869
+91
+0.5% +$29.1K 0.1% 122
2020
Q2 		$4.25M Buy
+16,778
New +$3.02M 0.06% 195

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

Rafferty Asset Management's ZM Position: Q1 2026 in Review

Rafferty Asset Management reduced its Zoom (ZM) stake by 14% in Q1 2026, selling an estimated $97.2K and leaving 7,341 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Rafferty Asset Management first reported a position in ZM in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.7M in Q1 2022. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Rafferty Asset Management held 7,341 shares of Zoom worth $590K as of Q1 2026.
  • Rafferty Asset Management sold 1,161 Zoom shares in Q1 2026, an estimated $97.2K.
  • Zoom made up ﹤0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #864 holding.
  • Rafferty Asset Management first reported a position in Zoom in Q2 2020 and has held it in 24 quarters since.
  • Rafferty Asset Management's Zoom position peaked at $11.7M in Q1 2022.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.