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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
Q2 		$1.25M Sell
14,534
-10,611
-42% -$1M 0.03% 417
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 $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

SummitTX Capital's ZM Position: Q2 2026 in Review

SummitTX Capital reduced its Zoom (ZM) stake by 42% in Q2 2026, selling an estimated $1M and leaving 14,534 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #417.

SummitTX Capital first reported a position in ZM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.02M in Q1 2026. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • SummitTX Capital held 14,534 shares of Zoom worth $1.25M as of Q2 2026.
  • SummitTX Capital sold 10,611 Zoom shares in Q2 2026, an estimated $1M.
  • Zoom made up 0.03% of SummitTX Capital's portfolio in Q2 2026, its #417 holding.
  • SummitTX Capital first reported a position in Zoom in Q2 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Zoom position peaked at $2.02M in Q1 2026.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.