Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zoom Communications Inc (ZM)

851 + Investors. Track Smart Money conviction in ZM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
8Q ▲
Buyers last Q
55%

Smart Money Signals — ZM

Based on 878 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added ZM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
878 hedge funds hold ZM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+157 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

498 buying405 selling
Last quarter: 498 funds bought or added vs 405 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new ZM position: 129 → 152 → 138 → 153. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
477 out of 878 hedge funds have held ZM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~153 new funds/quarter

110 → 129 → 152 → 138 → 153 new funds/Q
New funds entering each quarter: 129 → 152 → 138 → 153. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 25% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 25% new
Entry-cohort mix of 939 holders: 592 (63%) are 2+ year veterans, 115 entered 1–2 years ago, and 232 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
68 of 868 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ZM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ZM

In 2026 Q2, 498 hedge funds were net buyers of ZM (153 opened a new position, 345 added to an existing one), while 405 reduced or exited (303 trimmed, 102 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in ZM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +51 funds (more new holders than closures). Total institutional holders: 878.

Hedge Fund Ownership: ZM

How many hedge funds hold ZM — quarterly history vs. share price
Quarterly hedge fund ownership of ZM vs. share price

Market Analysis: ZM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Zoom Communications Inc (ZM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ZM has moved relative to its sector benchmark (XLK) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 45d ago
ZM
+8.5%
XLK
-13.2%

ZM outperformed XLK by +21.7% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
ZM
+0.0%
XLK
+0.0%

Since the filing became public, ZM outperformed XLK by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 2 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: ZM
2026 Q3 Stats Unlock in 5 days 851 + Investors

Track Smart Money conviction in ZM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 851 827 2.9%
13F Shares 220M 209M 5.41%
Total Value $17.72B $15.68B 13.02%
New Positions 147 138 +9
Increased Positions 332 273 +59
Closed Positions 113 132 -19
Reduced Positions 280 287 -7
Total Calls 40 35 14.29%
Total Puts 29 25 16.0%
PUT/CALL Ratio 0.72 0.71 Neutral

Statistics: ZM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q3)

851 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZM. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ZM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avory & Company, LLC 9.30% 80,849 $7.3M
2 Seizert Capital Partners, LLC 2.75% 699,161 $63.5M
3 Lane Generational LLC 2.65% 32,338 $2.9M
4 De Burlo Group Inc 2.65% 165,900 $15.1M
5 Hudson Capital Management LLC 1.61% 71,960 $6.5M
6 Sherry Group, Inc. 1.56% 18,825 $1.7M
7 Silver Lake Advisory, LLC 1.51% 45,215 $4.1M
8 Sunstone Asset Management, LP 1.31% 14,969 $1.4M
9 TB Alternative Assets Ltd. 1.12% 60,112 $5.5M
10 Collar Capital Management, LLC 1.12% 20,568 $1.9M
11 DCF Advisers, LLC 1.09% 53,500 $4.9M
12 Basepoint Wealth LLC 1.09% 18,992 $1.9M
13 Klein Pavlis & Peasley Financial, INC. 0.89% 19,387 $1.8M
14 Camelot Portfolios, LLC 0.84% 12,588 $1.1M
15 Harrington Investments, INC 0.71% 16,289 $1.5M
16 Hohimer Wealth Management, LLC 0.68% 49,278 $2.9M
17 Urban Wealth Management, LLC 0.67% 8,207 $745K
18 Board of the Pension Protection Fund 0.58% 7,000 $635K
19 Credit Capital Investments LLC 0.57% 10,700 $971K
20 Winnacle Wealth LLC 0.52% 8,677 $788K
21 Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.44% 169,327 $15.4M
22 Moran Wealth Management, LLC 0.43% 174,155 $15.8M
23 Torray Investment Partners LLC 0.43% 36,252 $3.3M
24 Yelin Lapidot Holdings Management Ltd. 0.43% 25,900 $2.4M
25 Wynn Capital, LLC 0.42% 10,443 $948K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Stocks with similar institutional ownership

IDEV 665 holdersALB 664 holdersSCZ 664 holdersLNT 661 holdersVOOG 660 holdersMINT 660 holdersRIVN 658 holdersSCHP 657 holdersZS 655 holdersDINO 653 holdersSPMO 652 holdersARCC 650 holders All stocks →

Frequently Asked Questions — Zoom Communications Inc (ZM)

What does the Smart Money Trend signal show for ZM?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added ZM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ZM?

Slight buying edge — 55% buying: Last quarter: 498 funds bought or added vs 405 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ZM holders?

Elite ownership — 58% AUM from top-100 funds: 68 of 868 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ZM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ZM?

54% of holders stayed for 2+ years: 477 out of 878 hedge funds have held ZM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Zoom Communications Inc (ZM) following the 2026 Q3 hedge fund 13F filings?

As of today, ZM has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ZM has gained +8.5% vs -13.2% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →