Trivest Advisors’s Zoom ZM Stock Holding History

Trivest Advisors’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	$15.8M	Buy	+182,800	New	+$17.3M	0.5%	11
2025 Q1	–	Sell	-168,000	Closed	-$13.7M	–	53
2024 Q4	$13.7M	Buy	+168,000	New	+$13.2M	0.62%	35
2023 Q3	–	Sell	-10,000	Closed	-$679K	–	31
2023 Q2	$679K	Buy	+10,000	New	+$669K	0.02%	25
2020 Q3	–	Sell	-290,000	Closed	-$73.5M	–	12
2020 Q2	$73.5M	Sell	290,000 -24,000	-8%	-$4.32M	9.93%	5
2020 Q1	$45.9M	Buy	+314,000	New	+$31M	9.26%	6

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Trivest Advisors's ZM Position: Q2 2026 in Review

Trivest Advisors opened a new position in Zoom (ZM) in Q2 2026: 182,800 shares worth $15.8M. The stake represents 0.5% of the portfolio and ranks #11 among its holdings. This is a return to the name: Trivest Advisors previously reported a position in ZM as recently as Q4 2024.

Trivest Advisors first reported a position in ZM in Q1 2020 and has held it in 5 quarters since. The position peaked at $73.5M in Q2 2020. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Trivest Advisors held 182,800 shares of Zoom worth $15.8M as of Q2 2026.
Zoom was a new Trivest Advisors position in Q2 2026.
Zoom made up 0.5% of Trivest Advisors's portfolio in Q2 2026, its #11 holding.
Trivest Advisors first reported a position in Zoom in Q1 2020 and has held it in 5 quarters since.
Trivest Advisors's Zoom position peaked at $73.5M in Q2 2020.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Trivest Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.