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SummitTX Capital’s Zoom ZM Stock Holding History

SummitTX Capital’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 		$2.02M Buy
25,145
+18,410
+273% +$1.54M 0.06% 303
2025
Q4 		$581K Buy
+6,735
New +$567K 0.02% 511
2025
Q3 		– Sell
-8,342
Closed -$651K – 1010
2025
Q2 		$651K Buy
+8,342
New +$645K 0.03% 457

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

SummitTX Capital's ZM Position: Q1 2026 in Review

SummitTX Capital increased its Zoom (ZM) stake by 273% in Q1 2026, buying an estimated $1.54M and bringing the position to 25,145 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #303.

SummitTX Capital first reported a position in ZM in Q2 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • SummitTX Capital held 25,145 shares of Zoom worth $2.02M as of Q1 2026.
  • SummitTX Capital bought 18,410 Zoom shares in Q1 2026, an estimated $1.54M.
  • Zoom made up 0.06% of SummitTX Capital's portfolio in Q1 2026, its #303 holding.
  • SummitTX Capital first reported a position in Zoom in Q2 2025 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.