ZOOM COMMUNICATIONS INC ZM
CL A · Common Stock · CUSIP 98980L101 · ISIN US98980L1017
Company responsible for the Zoom software
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($228.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.16. Options: 44 managers hold calls ($603.7m notional), 37 hold puts ($600.6m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 664 |
| Q4 2022 | 656 |
| Q1 2023 | 661 |
| Q2 2023 | 655 |
| Q3 2023 | 648 |
| Q4 2023 | 700 |
| Q1 2024 | 675 |
| Q2 2024 | 659 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 240 | 333 |
| Q1 2023 | 302 | 274 |
| Q2 2023 | 309 | 269 |
| Q3 2023 | 302 | 272 |
| Q4 2023 | 290 | 314 |
| Q1 2024 | 340 | 285 |
| Q2 2024 | 306 | 324 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.3bn | $1.3bn | 0.99 |
| Q4 2023 | $1.1bn | $1.5bn | 1.38 |
| Q1 2024 | $651.7m | $978.4m | 1.50 |
| Q2 2024 | $603.7m | $600.6m | 0.99 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | New | +5.2m |
| Alyeska Investment Group, L.P. | Added | +2.7m |
| Pacer Advisors, Inc. | Added | +2.6m |
| AQR CAPITAL MANAGEMENT LLC | Added | +2.5m |
| FMR LLC | Added | +2.4m |
| Point72 Asset Management, L.P. | New | +2.2m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +1.9m |
| Caisse de depot et placement du Quebec | Added | +1.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +795.0k |
| California Public Employees Retirement System | Added | +735.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -6.6m |
| ALKEON CAPITAL MANAGEMENT LLC | Sold out | -4.3m |
| ARK Investment Management LLC | Reduced | -3.8m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -2.8m |
| TWO SIGMA ADVISERS, LP | Reduced | -2.4m |
| JPMORGAN CHASE & CO | Reduced | -2.3m |
| D. E. Shaw & Co., Inc. | Reduced | -1.7m |
| Qube Research & Technologies Ltd | Reduced | -1.4m |
| Amova Asset Management Americas, Inc. | Reduced | -1.2m |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -1.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $141.1m2.4m shares |
| CITADEL ADVISORS LLC | Added | $121.8m2.1m shares |
| Walleye Trading LLC | Added | $56.9m960.6k shares |
| IMC-Chicago, LLC | Added | $36.9m622.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $30.0m507.2k shares |
| JANE STREET GROUP, LLC | Added | $27.5m464.4k shares |
| WOLVERINE TRADING, LLC | Added | $19.9m336.6k shares |
| D. E. Shaw & Co., Inc. | Reduced | $18.3m308.6k shares |
| UBS Group AG | Added | $16.5m279.1k shares |
| NOMURA HOLDINGS INC | Unchanged | $16.3m275.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $150.2m2.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $86.6m1.5m shares |
| D. E. Shaw & Co., Inc. | Added | $42.9m724.3k shares |
| SIMPLEX TRADING, LLC | Added | $37.4m631.7k shares |
| UBS Group AG | Added | $32.8m553.4k shares |
| IMC-Chicago, LLC | Added | $29.7m501.4k shares |
| Twin Tree Management, LP | Added | $29.6m500.3k shares |
| Walleye Trading LLC | Added | $28.5m482.2k shares |
| JANE STREET GROUP, LLC | Added | $21.0m354.4k shares |
| GTS SECURITIES LLC | Added | $15.7m265.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-02-05 | 6.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (5.0%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 3 | $2.7m | — |
| Q4 2022 | 0 | — | 3 | $1.2m | — |
| Q1 2023 | 0 | — | 4 | $4.9m | $1.2m |
| Q2 2023 | 0 | — | 4 | $6.7m | $6.7m |
| Q3 2023 | 0 | — | 7 | $8.7m | $7.9m |
| Q4 2023 | 0 | — | 6 | $13.7m | $13.7m |
| Q1 2024 | 0 | — | 6 | $6.5m | $6.5m |
| Q2 2024 | 0 | — | 6 | $8.1m | $8.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-26 | Steckelberg Kelly Chief Financial Officer | Sold plan | $288.4k5.0k shares |
| 2024-06-18 | Bawa Aparna Chief Operating Officer · See footnote | Sold plan | $47.5k836 shares |
| 2024-06-13 | Crehan Shane Chief Accounting Officer | Sold plan | $21.9k363 shares |
| 2024-06-12 | Steckelberg Kelly Chief Financial Officer | Sold plan | $307.6k5.0k shares |
| 2024-06-11 | Sankarlingam Velchamy Pres. of Engineering & Product | Sold plan | $97.7k1.6k shares |
| 2024-06-11 | Crehan Shane Chief Accounting Officer | Sold plan | $92.9k1.5k shares |
| 2024-06-09 | Sankarlingam Velchamy Pres. of Engineering & Product | Sold plan | $224.0k3.6k shares |
| 2024-06-09 | Crehan Shane Chief Accounting Officer | Sold plan | $96.0k1.5k shares |
| 2024-06-04 | Yuan Eric S. Chief Executive Officer, director · See footnote | Sold plan | $149.2k2.4k shares |
| 2024-06-04 | Bawa Aparna Chief Operating Officer · See footnote | Sold | $54.0k874 shares |
| 2024-06-03 | Yuan Eric S. Chief Executive Officer, director · See footnote | Sold plan | $149.6k2.4k shares |
| 2024-05-29 | Steckelberg Kelly Chief Financial Officer | Sold plan | $308.3k5.0k shares |
| 2024-05-15 | Steckelberg Kelly Chief Financial Officer | Sold plan | $317.2k5.0k shares |
| 2024-05-07 | Yuan Eric S. Chief Executive Officer, director · See footnote | Sold plan | $150.3k2.4k shares |
| 2024-05-06 | Yuan Eric S. Chief Executive Officer, director · See footnote | Sold plan | $149.6k2.4k shares |
| 2024-05-01 | Steckelberg Kelly Chief Financial Officer | Sold plan | $307.5k5.0k shares |
| 2024-04-18 | Bawa Aparna Chief Operating Officer · See footnote | Sold plan | $1.3m22.0k shares |
| 2024-04-17 | Steckelberg Kelly Chief Financial Officer | Sold plan | $297.2k5.0k shares |
| 2024-04-11 | Yuan Eric S. Chief Executive Officer, director · See footnote | Sold plan | $151.1k2.4k shares |
| 2024-04-10 | Yuan Eric S. Chief Executive Officer, director · See footnote | Sold plan | $1.7m28.0k shares |
| 2024-04-10 | Sankarlingam Velchamy Pres. of Engineering & Product | Sold plan | $863.3k13.9k shares |
| 2024-04-09 | Crehan Shane Chief Accounting Officer | Sold plan | $321.1k5.1k shares |
| 2024-04-09 | Sankarlingam Velchamy Pres. of Engineering & Product | Sold plan | $238.7k3.8k shares |
| 2024-04-03 | Steckelberg Kelly Chief Financial Officer | Sold plan | $317.4k5.0k shares |
| 2024-04-01 | Subotovsky Santiago Director | Sold plan | $71.9k1.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 23.8m $1.4bn | Added +381.0k |
| BlackRock Inc. 0.02% of their portfolio | 15.5m $919.3m | Added +357.5k |
| FMR LLC 0.04% of their portfolio | 10.0m $594.8m | Added +2.4m |
| STATE STREET CORP 0.02% of their portfolio | 6.0m $353.5m | Added +197.6k |
| Newlands Management Operations LLC 2.82% of their portfolio | 5.8m $342.4m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.52% of their portfolio | 5.7m $337.2m | Added +2.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio | 5.7m $335.6m | Added +48.7k |
| Pacer Advisors, Inc. 0.71% of their portfolio | 5.2m $310.6m | Added +2.6m |
| T. Rowe Price Investment Management, Inc. 0.19% of their portfolio | 5.2m $306.4m | New |
| Alyeska Investment Group, L.P. 1.68% of their portfolio | 4.9m $291.2m | Added +2.7m |
| ACADIAN ASSET MANAGEMENT LLC 0.89% of their portfolio | 4.9m $290.2m | Added +1.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.4m $260.9m | Added +90.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.16% of their portfolio | 3.7m $221.2m | Reduced -1.2m |
| RENAISSANCE TECHNOLOGIES LLC 0.35% of their portfolio | 3.5m $204.6m | Reduced -638.0k |
| Amova Asset Management Americas, Inc. 2.15% of their portfolio | 3.1m $186.2m | Reduced -1.2m |
| FIL Ltd 0.17% of their portfolio | 2.9m $172.5m | Added +4.9k |
| ARK Investment Management LLC 1.32% of their portfolio | 2.5m $149.3m | Reduced -3.8m |
| MORGAN STANLEY 0.01% of their portfolio | 2.5m $145.3m | Reduced -6.6m |
| Point72 Asset Management, L.P. 0.42% of their portfolio | 2.2m $128.3m | New |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.8m $108.0m | Added +308.6k |
| KBC Group NV 0.32% of their portfolio | 1.8m $106.7m | Added +39.6k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 1.7m $101.9m | Reduced -157.0k |
| Legal & General Group Plc 0.03% of their portfolio | 1.7m $100.4m | Added +123.4k |
| Caisse de depot et placement du Quebec 0.22% of their portfolio | 1.5m $91.7m | Added +1.1m |
| NORGES BANK 0.01% of their portfolio | 1.5m $91.6m | Reduced -151.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.4m $80.8m | Added +264.2k |
| TWO SIGMA ADVISERS, LP 0.17% of their portfolio | 1.3m $78.1m | Reduced -2.4m |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 1.3m $75.8m | Added +213.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $72.1m | Added +63.9k |
| California Public Employees Retirement System 0.05% of their portfolio | 1.2m $70.0m | Added +735.9k |
| Comprehensive Financial Management LLC 2.44% of their portfolio | 1.2m $69.3m | Unchanged |
| Robeco Institutional Asset Management B.V. 0.14% of their portfolio | 1.1m $64.5m | Added +506.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $63.5m | Added +29.9k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 1.1m $62.2m | Reduced -146.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 982.7k $58.2m | Reduced -2.3m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.10% of their portfolio | 955.8k $56.6m | Added +795.0k |
| Contrarius Investment Management Ltd 3.29% of their portfolio | 889.8k $52.7m | Reduced -241.4k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 857.1k $50.7m | Added +105.9k |
| Ensign Peak Advisors, Inc 0.09% of their portfolio | 845.1k $50.0m | Reduced -297.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 798.6k $47.3m | Reduced -427.9k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 758.4k $44.9m | Added +156.5k |
| Swiss National Bank 0.03% of their portfolio | 733.9k $43.4m | Reduced -200 |
| Invenomic Capital Management LP 2.26% of their portfolio | 733.3k $43.4m | Added +60.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 644.6k $38.2m | Added +4.9k |
| Amundi 0.01% of their portfolio | 614.7k $36.0m | Reduced -523.5k |
| Retirement Systems of Alabama 0.14% of their portfolio | 610.4k $36.1m | Reduced -36.5k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 591.5k $35.0m | Added +373.4k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.12% of their portfolio | 582.2k $34.5m | Added +101.8k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 580.5k $34.4m | Reduced -1.4m |
| Invesco Ltd. 0.01% of their portfolio | 568.3k $33.6m | Added +112.9k |
| UBS Group AG 0.01% of their portfolio | 553.9k $32.8m | Added +130.9k |
| DekaBank Deutsche Girozentrale 0.06% of their portfolio | 551.9k $32.2m | Added +22.8k |
| TWINBEECH CAPITAL LP 0.64% of their portfolio | 549.5k $32.5m | New |
| FEDERATED HERMES, INC. 0.08% of their portfolio | 549.0k $32.5m | Added +39.7k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 548.7k $32.5m | Reduced -1.7m |
| Allianz Asset Management GmbH 0.05% of their portfolio | 547.4k $32.4m | Added +420.1k |
| Assenagon Asset Management S.A. 0.08% of their portfolio | 542.1k $32.1m | Added +33.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 531.1k $31.4m | Reduced -157.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.07% of their portfolio | 513.1k $30.4m | Added +295.4k |
| National Pension Service 0.03% of their portfolio | 503.5k $29.8m | Added +46.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 497.3k $29.4m | Reduced -50.4k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 471.9k $27.6m | Added +110.9k |
| TD Asset Management Inc 0.03% of their portfolio | 465.7k $27.6m | Added +403.1k |
| LSV ASSET MANAGEMENT 0.06% of their portfolio | 437.1k $25.9m | New |
| GILDER GAGNON HOWE & CO LLC 0.32% of their portfolio | 432.6k $25.6m | Reduced -5.9k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 418.0k $24.7m | Reduced -37.1k |
| Skandinaviska Enskilda Banken AB (publ) 0.12% of their portfolio | 412.6k $24.4m | Added +362.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 406.2k $24.0m | Added +141.9k |
| Optimus Prime Fund Management Co., Ltd. 2.78% of their portfolio | 399.0k $23.6m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 392.3k $23.2m | Reduced -3.9k |
| CITIGROUP INC 0.02% of their portfolio | 383.2k $22.7m | Reduced -168.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio | 345.1k $20.4m | First filing |
| BANK OF NOVA SCOTIA 0.04% of their portfolio | 338.9k $20.1m | Reduced -150.1k |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 316.1k $18.7m | Added +110.1k |
| Galvin, Gaustad & Stein, LLC 1.74% of their portfolio | 315.7k $18.7m | Reduced -16.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 312.9k $18.5m | Added +175.5k |
| Trexquant Investment LP 0.28% of their portfolio | 309.3k $18.3m | Added +96.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 300.5k $17.8m | Added +4.9k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 4.46% of their portfolio | 298.9k $17.7m | Reduced -60.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 297.3k $17.6m | Reduced -78.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 288.1k $17.1m | Reduced -486 |
| APG Asset Management N.V. 0.03% of their portfolio | 278.4k $15.4m | Reduced -55.8k |
| Avory & Company, LLC 11.58% of their portfolio | 277.9k $16.4m | Added +14.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.05% of their portfolio | 276.7k $16.4m | Added +19.3k |
| BARCLAYS PLC 0.01% of their portfolio | 274.2k $16.2m | Reduced -56.0k |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.17% of their portfolio | 269.3k $15.9m | Added +42.0k |
| Monaco Asset Management SAM 7.91% of their portfolio | 267.1k $15.8m | Added +12.3k |
| Quinn Opportunity Partners LLC 1.80% of their portfolio | 262.7k $15.5m | Added +67.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 254.0k $14.9m | Added +24.4k |
| GLENMEDE TRUST CO NA 0.08% of their portfolio | 250.6k $14.8m | Reduced -25.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 248.5k $14.7m | Added +19.5k |
| Andra AP-fonden 0.24% of their portfolio | 238.7k $14.1m | Added +104.6k |
| Distillate Capital Partners LLC 0.75% of their portfolio | 238.4k $14.1m | New |
| OSSIAM 0.26% of their portfolio | 229.6k $13.6m | Added +91 |
| GRIMES & Co WEALTH MANAGEMENT, LLC 0.39% of their portfolio | 221.1k $13.1m | Added +53.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 215.9k $12.8m | Added +121.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 215.1k $12.7m | Reduced -475.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.07% of their portfolio | 213.8k $12.7m | Added +205.6k |
| Rockefeller Capital Management L.P. 0.04% of their portfolio | 208.5k $12.3m | Added +197.9k |
| MARTINGALE ASSET MANAGEMENT L P 0.27% of their portfolio | 207.8k $12.3m | Added +36.4k |