Versor Investments’s Zoom ZM Stock Holding History

Versor Investments’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 Q4	–	Sell	-7,448	Closed	-$614K	–	814
2025 Q3	$614K	Buy	7,448 +1,103	+17%	+$86.1K	0.11%	258
2025 Q2	$495K	Sell	6,345 -755	-11%	-$58.4K	0.09%	381
2025 Q1	$524K	Buy	+7,100	New	+$566K	0.09%	396
2024 Q4	–	Sell	-12,334	Closed	-$860K	–	1013
2024 Q3	$860K	Sell	12,334 -11,400	-48%	-$713K	0.14%	247
2024 Q2	$1.4M	Sell	23,734 -5,523	-19%	-$339K	0.26%	74
2024 Q1	$1.91M	Buy	29,257 +14,123	+93%	+$941K	0.39%	33
2023 Q4	$1.09M	Sell	15,134 -11,497	-43%	-$760K	0.22%	110
2023 Q3	$1.86M	Buy	26,631 +17,006	+177%	+$1.18M	0.38%	34
2023 Q2	$653K	Sell	9,625 -8,282	-46%	-$554K	0.11%	182
2023 Q1	$1.32M	Buy	+17,907	New	+$1.29M	0.17%	70
2022 Q4	–	Sell	-21,811	Closed	-$1.6M	–	1014
2022 Q3	$1.6M	Buy	21,811 +7,800	+56%	+$743K	0.1%	117
2022 Q2	$1.51M	Buy	14,011 +2,719	+24%	+$287K	0.06%	139
2022 Q1	$1.32M	Buy	+11,292	New	+$1.54M	0.05%	87
2020 Q4	–	Sell	-1,336	Closed	-$628K	–	282
2020 Q3	$628K	Buy	+1,336	New	+$427K	0.05%	128

Other funds holding ZM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return