WEDGE CAPITAL MANAGEMENT L L P/NC ZM β€” Zoom Video Communications Inc

Ownership history in WEDGE CAPITAL MANAGEMENT L L P/NC  Β·  2 quarters on record

AI Ownership Summary

WEDGE CAPITAL MANAGEMENT L L P/NC reported Zoom Video Communications Inc (ZM) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.1% in 2025 Q4. The latest visible filing shows ZM at 1.10% 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.

What this ZM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDGE CAPITAL MANAGEMENT L L P/NC's position in Zoom Video Communications Inc, 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 Q4

ZM was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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.

How WEDGE CAPITAL MANAGEMENT L L P/NC held ZM β€” position size vs. price
% of Fund (quarterly)    ZM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7.5% -6.8% βœ… 710,304 -57,661 -7.5% 1.10% $61.3M 2026-01-14 $82.76
2025 Q3 INITIATED β€” β€” β€” 767,965 β€” β€” 1.07% $63.4M 2025-10-10 $80.28

FAQ About WEDGE CAPITAL MANAGEMENT L L P/NC and ZM

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

How long has WEDGE CAPITAL MANAGEMENT L L P/NC reported owning ZM?

WEDGE CAPITAL MANAGEMENT L L P/NC reported ZM across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported ZM position in WEDGE CAPITAL MANAGEMENT L L P/NC's portfolio?

The largest reported portfolio weight for ZM was 1.10% in 2025 Q4.

What is the latest reported ZM position on this page?

The most recent filing on this page is 2025 Q4, when WEDGE CAPITAL MANAGEMENT L L P/NC reported 710,304 shares, equal to 1.10% of portfolio, with an estimated market value of $61.3M.

What does the chart on this ZM ownership page compare?

The chart compares WEDGE CAPITAL MANAGEMENT L L P/NC'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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