ZM — Zoom Video

Ownership history in Comprehensive Financial Management LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Comprehensive Financial Management LLC reported a position in Zoom Video (ZM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.9% (2020 Q3)
Avg. % of fund
3.61%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,171,195 — 0% 3.05% $101.1M $86.29
2025 Q3 UNCHANGED 1,171,195 — 0% 2.67% $96.6M $82.50
2025 Q2 UNCHANGED 1,171,195 — 0% 2.55% $91.3M $77.98
2025 Q1 UNCHANGED 1,171,195 — 0% 2.72% $86.4M $73.77
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ZM price (monthly, adj. close)

Other funds also holding ZM

As of 2025 Q4 — sorted by position size

Avory & Company, LLC 3Y 15.44% Lane Generational LLC 3Y 3.8% Cannon Global Investment Management, LLC 3Y 2.86% Altshuler Shaham Ltd 3Y 7Y 2.68% Monaco Asset Management SAM 3Y 2.61% Verdad Advisers, LP 3Y 2.07% NAN FUNG TRINITY (HK) Ltd 3Y 1.95% Evergreen Quality Fund GP, Ltd. 1.75% Kerrisdale Advisers, LLC 3Y 7Y 1.54% TABR Capital Management, LLC 1.5%
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