UBS O'Connor’s Zoom ZM Stock Holding History

UBS O'Connor’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
2025 Q1	–	Sell	-10,000	Closed	-$816K	–	481
2024 Q4	$816K	Buy	+10,000	New	+$786K	0.02%	248
2024 Q3	–	Sell	-12,500	Closed	-$740K	–	621
2024 Q2	$740K	Sell	12,500 -15,000	-55%	-$921K	0.02%	335
2024 Q1	$1.8M	Sell	27,500 -47,500	-63%	-$3.17M	0.05%	189
2023 Q4	$5.39M	Buy	75,000 +65,000	+650%	+$4.3M	0.17%	72
2023 Q3	$699K	Sell	10,000 -10,000	-50%	-$694K	0.01%	365
2023 Q2	$1.36M	Buy	20,000 +5,000	+33%	+$334K	0.03%	350
2023 Q1	$1.11M	Buy	+15,000	New	+$1.08M	0.03%	392
2021 Q4	–	Sell	-12,700	Closed	-$3.32M	–	1029
2021 Q3	$3.32M	Buy	12,700 +7,200	+131%	+$2.43M	0.03%	407
2021 Q2	$2.13M	Buy	5,500 +700	+15%	+$233K	0.02%	478
2021 Q1	$1.54M	Buy	+4,800	New	+$1.77M	0.02%	499
2019 Q3	–	Sell	-27,038	Closed	-$2.4M	–	368
2019 Q2	$2.4M	Buy	+27,038	New	+$2.22M	0.05%	136

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

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

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

UBS O'Connor's ZM Position: Q1 2025 in Review

UBS O'Connor sold out of Zoom (ZM) in Q1 2025, closing a stake of 10,000 shares — an estimated $816K sold.

UBS O'Connor first reported a position in ZM in Q2 2019 and held it in 11 quarters. The position peaked at $5.39M in Q4 2023. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

UBS O'Connor reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
UBS O'Connor sold 10,000 Zoom shares in Q1 2025, an estimated $816K.
UBS O'Connor first reported a position in Zoom in Q2 2019 and held it in 11 quarters.
UBS O'Connor's Zoom position peaked at $5.39M in Q4 2023.
714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.