SGI
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Summit Global Investments’s Zoom ZM Stock Holding History

Summit Global 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
Q2 		$954K Buy
11,049
+7,171
+185% +$678K 0.05% 215
2026
Q1 		$312K Sell
3,878
-14,058
-78% -$1.18M 0.02% 412
2025
Q4 		$1.55M Sell
17,936
-105,622
-85% -$8.89M 0.09% 117
2025
Q3 		$10.2M Buy
123,558
+106,029
+605% +$8.27M 0.6% 27
2025
Q2 		$1.37M Sell
17,529
-33,206
-65% -$2.57M 0.08% 145
2025
Q1 		$3.74M Sell
50,735
-3,093
-6% -$246K 0.27% 60
2024
Q4 		$4.39M Sell
53,828
-1,240
-2% -$97.5K 0.27% 80
2024
Q3 		$3.84M Buy
55,068
+2,484
+5% +$155K 0.24% 81
2024
Q2 		$3.11M Sell
52,584
-7,435
-12% -$457K 0.21% 96
2024
Q1 		$3.92M Buy
60,019
+56,960
+1,862% +$3.8M 0.29% 77
2023
Q4 		$220K Buy
3,059
+147
+5% +$9.72K 0.01% 483
2023
Q3 		$204K Buy
+2,912
New +$202K 0.01% 483
2021
Q3 		– Sell
-4,160
Closed -$1.61M – 580
2021
Q2 		$1.61M Buy
+4,160
New +$1.39M 0.1% 161

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Summit Global Investments's ZM Position: Q2 2026 in Review

Summit Global Investments increased its Zoom (ZM) stake by 185% in Q2 2026, buying an estimated $678K and bringing the position to 11,049 shares worth $954K. The position accounts for 0.05% of the portfolio, ranked #215.

Summit Global Investments first reported a position in ZM in Q2 2021 and has held it in 13 quarters since. The position peaked at $10.2M in Q3 2025. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Summit Global Investments held 11,049 shares of Zoom worth $954K as of Q2 2026.
  • Summit Global Investments bought 7,171 Zoom shares in Q2 2026, an estimated $678K.
  • Zoom made up 0.05% of Summit Global Investments's portfolio in Q2 2026, its #215 holding.
  • Summit Global Investments first reported a position in Zoom in Q2 2021 and has held it in 13 quarters since.
  • Summit Global Investments's Zoom position peaked at $10.2M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.