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Zoom Video Communications In cl a shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Zoom Video Communications In cl a (ZM) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Zoom Video Communications In cl a

Tip: Access up to 7 years of quarterly data

All positions including Zoom Video Communications In cl a held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zoom Video Communications In cl a by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 36k 86.29
2025-09-30 $2.5M 31k 82.50
2025-06-30 $1.2M 16k 77.98
2025-03-31 $929k 13k 73.77
2024-12-31 $489k 6.0k 81.61
2021-09-30 $245k 936 261.75
2021-06-30 $210k 542 387.45
2021-03-31 $275k 857 320.89
2020-12-31 $289k 857 337.22
2020-06-30 $216k 852 253.52

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 3yrtb Etf (ISHG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Summit Trail Advisors

Top funds holding Zoom Video Communications In cl a

Vanguard Group
BlackRock
FMR
AQR Capital Management
State Street Corporation
Norges Bank Investment Management
Acadian Asset Management
UBS Group
Jpmorgan Chase & Co
Geode Capital Management
Susquehanna International
T. Rowe Price Investment Management
Fil
Renaissance Technologies
Ubs Global Asset Management Americas

View all funds holding Zoom Video Communications In cl a