Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.34M Buy
103,713
+75,812
+272% +$6.35M 0.05% 359
2025
Q4
$2.41M Buy
27,901
+3,113
+13% +$262K 0.02% 271
2025
Q3
$2.05M Buy
24,788
+2,749
+12% +$214K 0.02% 265
2025
Q2
$1.72M Buy
22,039
+1,790
+9% +$138K 0.01% 267
2025
Q1
$1.49M Hold
20,249
0.01% 277
2024
Q4
$1.65M Sell
20,249
-20,249
-50% -$1.59M 0.01% 304
2024
Q3
$2.82M Hold
40,498
0.03% 303
2024
Q2
$2.4M Sell
40,498
-635
-2% -$39K 0.02% 321
2024
Q1
$2.69M Buy
41,133
+2,812
+7% +$187K 0.03% 315
2023
Q4
$2.76M Sell
38,321
-1,045
-3% -$69.1K 0.03% 315
2023
Q3
$2.75M Sell
39,366
-3,015
-7% -$209K 0.04% 290
2023
Q2
$2.88M Buy
+42,381
New +$2.83M 0.04% 308
2022
Q3
Sell
-33,333
Closed -$3.6M 517
2022
Q2
$3.6M Sell
33,333
-9,198
-22% -$970K 0.09% 174
2022
Q1
$4.99M Hold
42,531
0.1% 167
2021
Q4
$7.82M Sell
42,531
-7,469
-15% -$1.76M 0.15% 126
2021
Q3
$13.1M Buy
+50,000
New +$16.9M 0.27% 83

Other funds holding ZM