SEI Investments’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50.8M | Buy |
588,654
+10,246
| +2% | +$969K | 0.04% | 431 |
|
|
2026
Q1 | $46.5M | Buy |
578,408
+205,860
| +55% | +$17.2M | 0.04% | 448 |
|
|
2025
Q4 | $32.1M | Buy |
372,548
+87,679
| +31% | +$7.38M | 0.03% | 543 |
|
|
2025
Q3 | $23.5M | Buy |
284,869
+117,575
| +70% | +$9.17M | 0.03% | 657 |
|
|
2025
Q2 | $13M | Sell |
167,294
-870
| -0.5% | -$67.3K | 0.02% | 881 |
|
|
2025
Q1 | $12.4M | Buy |
168,164
+37,513
| +29% | +$2.99M | 0.02% | 888 |
|
|
2024
Q4 | $10.7M | Sell |
130,651
-12,794
| -9% | -$1.01M | 0.01% | 958 |
|
|
2024
Q3 | $10M | Sell |
143,445
-29,035
| -17% | -$1.81M | 0.01% | 996 |
|
|
2024
Q2 | $10.2M | Sell |
172,480
-51,788
| -23% | -$3.18M | 0.01% | 905 |
|
|
2024
Q1 | $14.7M | Buy |
224,268
+67,159
| +43% | +$4.48M | 0.02% | 751 |
|
|
2023
Q4 | $11.3M | Buy |
157,109
+74,249
| +90% | +$4.91M | 0.02% | 824 |
|
|
2023
Q3 | $5.8M | Buy |
82,860
+60,167
| +265% | +$4.18M | 0.01% | 1092 |
|
|
2023
Q2 | $1.54M | Sell |
22,693
-45,923
| -67% | -$3.07M | ﹤0.01% | 1730 |
|
|
2023
Q1 | $5.07M | Buy |
68,616
+39,953
| +139% | +$2.88M | 0.01% | 1180 |
|
|
2022
Q4 | $1.94M | Sell |
28,663
-5,040
| -15% | -$383K | ﹤0.01% | 1512 |
|
|
2022
Q3 | $2.48M | Sell |
33,703
-3,298
| -9% | -$314K | 0.01% | 1441 |
|
|
2022
Q2 | $4.04M | Buy |
37,001
+5,781
| +19% | +$610K | 0.01% | 1208 |
|
|
2022
Q1 | $3.66M | Sell |
31,220
-76
| -0.2% | -$10.3K | 0.01% | 1274 |
|
|
2021
Q4 | $5.75M | Sell |
31,296
-249
| -0.8% | -$58.5K | 0.01% | 1066 |
|
|
2021
Q3 | $8.24M | Sell |
31,545
-152,963
| -83% | -$51.6M | 0.02% | 841 |
|
|
2021
Q2 | $71.4M | Sell |
184,508
-4,881
| -3% | -$1.63M | 0.16% | 119 |
|
|
2021
Q1 | $60.7M | Sell |
189,389
-22,924
| -11% | -$8.44M | 0.15% | 118 |
|
|
2020
Q4 | $71.5M | Sell |
212,313
-111,922
| -35% | -$49.9M | 0.18% | 93 |
|
|
2020
Q3 | $152M | Sell |
324,235
-244,429
| -43% | -$78.2M | 0.44% | 41 |
|
|
2020
Q2 | $144M | Sell |
568,664
-307,424
| -35% | -$55.3M | 0.45% | 40 |
|
|
2020
Q1 | $128M | Sell |
876,088
-106,222
| -11% | -$10.5M | 0.47% | 37 |
|
|
2019
Q4 | $66.8M | Buy |
982,310
+647,662
| +194% | +$44.6M | 0.2% | 84 |
|
|
2019
Q3 | $25.5M | Buy |
334,648
+300,540
| +881% | +$27.1M | 0.07% | 276 |
|
|
2019
Q2 | $3.03M | Buy |
+34,108
| New | +$2.81M | 0.01% | 1142 |
|
Other funds holding ZM
SEI Investments's ZM Position: Q2 2026 in Review
SEI Investments increased its Zoom (ZM) stake by 1.8% in Q2 2026, buying an estimated $969K and bringing the position to 588,654 shares worth $50.8M. The position accounts for 0.04% of the portfolio, ranked #431.
SEI Investments first reported a position in ZM in Q2 2019 and has held it in 29 quarters since. The position peaked at $152M in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.
- SEI Investments held 588,654 shares of Zoom worth $50.8M as of Q2 2026.
- SEI Investments bought 10,246 Zoom shares in Q2 2026, an estimated $969K.
- Zoom made up 0.04% of SEI Investments's portfolio in Q2 2026, its #431 holding.
- SEI Investments first reported a position in Zoom in Q2 2019 and has held it in 29 quarters since.
- SEI Investments's Zoom position peaked at $152M in Q3 2020.
- 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.
Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.