ZM β€” ZOOM VIDEO COMMUNICATIONS IN

Ownership history in Clear Harbor Asset Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Clear Harbor Asset Management, LLC reported ZOOM VIDEO COMMUNICATIONS IN (ZM) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows ZM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Harbor Asset Management, LLC's position in ZOOM VIDEO COMMUNICATIONS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ZM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZM stock page Clear Harbor Asset Management, LLC fund profile Clear Harbor Asset Management, LLC full holdings
How Clear Harbor Asset Management, LLC held ZM β€” position size vs. price
% of Fund (quarterly)    ZM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,445 -1,050 -19.1% 0.02% $367K 2025-10-23 $82.79
2025 Q2 REDUCED 5,495 -120 -2.1% 0.03% $428K 2025-07-14 $74.83
2025 Q1 UNCHANGED 5,615 β€” 0% 0.03% $414K 2025-05-15 $83.85
2024 Q4 ADDED 5,615 +1,340 +31.3% 0.04% $458K 2025-01-17 $78.07
2024 Q3 REDUCED 4,275 -1,225 -22.3% 0.02% $298K 2024-10-24 $72.66
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ZM

As of 2026 Q1 β€” sorted by position size

Ahara Advisors LLC 0.34% Versant Capital Management, Inc 3Y 7Y 0.06% Marex Group plc 0.05% NorthCrest Asset Manangement, LLC 3Y 0.03% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 0.03% Global Wealth Strategies & Associates 3Y 0.02% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.02% GAMMA Investing LLC 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.01% SIGNATUREFD, LLC 3Y 7Y 0.01%

FAQ About Clear Harbor Asset Management, LLC and ZM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clear Harbor Asset Management, LLC reported owning ZM?

Clear Harbor Asset Management, LLC reported ZM across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported ZM position in Clear Harbor Asset Management, LLC's portfolio?

The largest reported portfolio weight for ZM was 0.04% in 2024 Q4.

What is the latest reported ZM position on this page?

The most recent filing on this page is 2025 Q3, when Clear Harbor Asset Management, LLC reported 4,445 shares, equal to 0.02% of portfolio, with an estimated market value of $367K.

What does the chart on this ZM ownership page compare?

The chart compares Clear Harbor Asset Management, LLC's quarterly ZM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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