Ray Dalio
ZM icon

Ray Dalio’s Zoom ZM Stock Holding History

Ray Dalio’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 		– Sell
-116,808
Closed -$10.1M – 1250
2025
Q4 		$10.1M Sell
116,808
-10,074
-8% -$848K 0.04% 353
2025
Q3 		$10.5M Buy
126,882
+1,643
+1% +$128K 0.04% 326
2025
Q2 		$9.77M Buy
125,239
+109,780
+710% +$8.49M 0.04% 260
2025
Q1 		$1.14M Buy
+15,459
New +$1.23M 0.01% 511
2024
Q3 		– Sell
-84,212
Closed -$4.98M – 948
2024
Q2 		$4.98M Buy
+84,212
New +$5.17M 0.03% 354
2024
Q1 		– Sell
-192,205
Closed -$13.8M – 810
2023
Q4 		$13.8M Buy
192,205
+187,906
+4,371% +$12.4M 0.08% 194
2023
Q3 		$301K Sell
4,299
-39,757
-90% -$2.76M ﹤0.01% 721
2023
Q2 		$2.99M Sell
44,056
-13,275
-23% -$888K 0.02% 409
2023
Q1 		$4.23M Buy
57,331
+50,189
+703% +$3.62M 0.03% 341
2022
Q4 		$484K Sell
7,142
-3,231
-31% -$245K ﹤0.01% 726
2022
Q3 		$763K Sell
10,373
-38,557
-79% -$3.67M ﹤0.01% 733
2022
Q2 		$5.28M Buy
+48,930
New +$5.16M 0.02% 471
2021
Q1 		– Sell
-7,233
Closed -$2.44M – 626
2020
Q4 		$2.44M Buy
+7,233
New +$3.22M 0.02% 279

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's ZM Position: Q1 2026 in Review

Ray Dalio sold out of Zoom (ZM) in Q1 2026, closing a stake of 116,808 shares — an estimated $10.1M sold.

Ray Dalio first reported a position in ZM in Q4 2020 and held it in 13 quarters. The position peaked at $13.8M in Q4 2023. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Ray Dalio reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 116,808 Zoom shares in Q1 2026, an estimated $10.1M.
  • Ray Dalio first reported a position in Zoom in Q4 2020 and held it in 13 quarters.
  • Ray Dalio's Zoom position peaked at $13.8M in Q4 2023.
  • 816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.