SEI Investments’s Zoom ZM Stock Holding History

SEI Investments’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	$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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SEI Investments's ZM Position: Q1 2026 in Review

SEI Investments increased its Zoom (ZM) stake by 55% in Q1 2026, buying an estimated $17.2M and bringing the position to 578,408 shares worth $46.5M. The position accounts for 0.04% of the portfolio, ranked #448.

SEI Investments first reported a position in ZM in Q2 2019 and has held it in 28 quarters since. The position peaked at $152M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

SEI Investments held 578,408 shares of Zoom worth $46.5M as of Q1 2026.
SEI Investments bought 205,860 Zoom shares in Q1 2026, an estimated $17.2M.
Zoom made up 0.04% of SEI Investments's portfolio in Q1 2026, its #448 holding.
SEI Investments first reported a position in Zoom in Q2 2019 and has held it in 28 quarters since.
SEI Investments's Zoom position peaked at $152M in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.