DaveManuel.com · Institutional Ownership · Who Owns It
ZOOM COMMUNICATIONS INC (ZM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
888
Reporting holders
$19.6B
Reported value
6.2%
Calls
4.3%
Puts
+52
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.6B incl. $37.9M options CALL | 18,017,253 | 0.02% | 8q | +1.3%+$21.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 13,108,114 | 0.05% | 2q | -2.2%-$25.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $996.2M | 11,542,227 | 0.02% | 2q | HELD |
| JPMORGAN CHASE & CO | $779.0M incl. $41.5M options CALL+PUT | 8,561,233 | 0.04% | 29q | -5.7%-$46.8M |
| NORGES BANK | $687.9M | 7,970,328 | 0.07% | 24q | +34.9%+$178.0M |
| STATE STREET CORP | $652.7M | 7,562,489 | 0.02% | 29q | -3.4%-$23.0M |
| FMR LLC | $621.3M | 7,198,258 | 0.03% | 29q | -6.0%-$39.9M |
| AQR CAPITAL MANAGEMENT LLC | $563.4M | 6,530,217 | 0.20% | 24q | -21.9%-$158.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $534.2M | 6,151,343 | 0.03% | 29q | +16.8%+$76.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $496.0M incl. $432.3M options CALL+PUT | 738,407 | 0.04% | 29q | -2.8%-$14.4M |
| ACADIAN ASSET MANAGEMENT LLC | $345.5M | 4,003,535 | 0.41% | 25q | +1.7%+$5.7M |
| T. Rowe Price Investment Management, Inc. | $323.9M | 3,752,904 | 0.21% | 9q | -10.2%-$37.0M |
| CITADEL ADVISORS LLC | $310.4M incl. $253.7M options CALL+PUT | 657,209 | 0.04% | 29q | -84.5%-$1.7B |
| FIL Ltd | $302.9M | 3,510,016 | 0.22% | 18q | +24.4%+$59.4M |
| JANE STREET GROUP, LLC | $289.9M incl. $261.4M options CALL+PUT | 330,378 | 0.02% | 29q | +207.5%+$195.6M |
| UBS Group AG | $263.1M incl. $117.9M options CALL+PUT | 1,681,788 | 0.03% | 29q | +18.1%+$40.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $247.1M | 2,863,444 | 0.11% | 11q | +10.1%+$22.7M |
| Rubric Capital Management LP | $238.7M | 2,766,009 | 2.19% | 2q | +176.3%+$152.3M |
| D. E. Shaw & Co., Inc. | $236.2M | 2,736,806 | 0.11% | 28q | +287.8%+$175.3M |
| Qube Research & Technologies Ltd | $225.6M incl. $8.1M options CALL+PUT | 2,520,290 | 0.21% | 15q | +321.1%+$172.1M |
| Value Aligned Research Advisors, LLC | $224.5M CALL | options only | 0.56% | 2q | OPTIONS |
| DIMENSIONAL FUND ADVISORS LP | $214.5M | 2,485,675 | 0.04% | 26q | +5.7%+$11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $207.8M | 2,407,891 | 0.04% | 29q | -9.3%-$21.4M |
| RENAISSANCE TECHNOLOGIES LLC | $205.5M | 2,380,704 | 0.28% | 26q | -3.2%-$6.7M |
| BANK OF AMERICA CORP /DE/ | $198.9M | 2,304,515 | 0.01% | 29q | +30.4%+$46.3M |
| GOLDMAN SACHS GROUP INC | $197.7M incl. $8.2M options CALL+PUT | 2,195,336 | 0.02% | 29q | +37.1%+$53.5M |
| Legal & General Group Plc | $188.8M | 2,187,231 | 0.04% | 28q | +8.1%+$14.2M |
| IMC-Chicago, LLC | $186.0M incl. $174.2M options CALL+PUT | 136,968 | 0.04% | 19q | +35.5%+$48.8M |
| Allianz Asset Management GmbH | $184.6M | 2,139,205 | 0.15% | 27q | +7.5%+$13.0M |
| Pacer Advisors, Inc. | $178.4M | 2,066,908 | 0.45% | 25q | -20.4%-$45.7M |
| Alyeska Investment Group, L.P. | $174.2M | 2,017,972 | 0.45% | 16q | -35.7%-$96.5M |
| Caisse de depot et placement du Quebec | $148.3M | 1,717,935 | 0.21% | 11q | -11.8%-$19.9M |
| NORTHERN TRUST CORP | $146.9M | 1,702,078 | 0.02% | 29q | -4.4%-$6.7M |
| VANGUARD FIDUCIARY TRUST CO | $144.3M | 1,671,941 | 0.03% | 2q | +2.0%+$2.8M |
| MORGAN STANLEY | $138.4M | 1,603,699 | 0.01% | 29q | +1.8%+$2.4M |
| BNP PARIBAS FINANCIAL MARKETS | $137.9M incl. $45.3M options PUT | 1,072,103 | 0.05% | 29q | +56.0%+$49.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $137.5M | 1,593,018 | 0.02% | 29q | +11.6%+$14.3M |
| VICTORY CAPITAL MANAGEMENT INC | $131.3M | 1,521,085 | 0.07% | 28q | -35.3%-$71.8M |
| Point72 Asset Management, L.P. | $131.3M incl. $28.8M options CALL+PUT | 1,187,308 | 0.14% | 10q | +95.6%+$64.2M |
| Bank of New York Mellon Corp | $126.0M | 1,459,709 | 0.02% | 29q | +3.4%+$4.1M |
| Optiver Holding B.V. | $118.3M incl. $116.1M options CALL+PUT | 25,216 | 0.03% | 5q | HELD |
| DEUTSCHE BANK AG\ | $115.4M | 1,336,729 | 0.03% | 29q | +23.0%+$21.6M |
| FIRST TRUST ADVISORS LP | $113.6M | 1,316,191 | 0.07% | 28q | -3.4%-$4.0M |
| PRIMECAP MANAGEMENT CO/CA/ | $107.6M | 1,246,150 | 0.06% | 26q | HELD |
| Assenagon Asset Management S.A. | $105.1M | 1,217,182 | 0.07% | 21q | +172.0%+$66.4M |
| Comprehensive Financial Management LLC | $101.1M | 1,171,195 | 3.32% | 27q | HELD |
| Amundi | $98.8M | 1,144,998 | 0.02% | 21q | +74.4%+$42.1M |
| LSV ASSET MANAGEMENT | $97.8M | 1,132,643 | 0.18% | 9q | -3.9%-$4.0M |
| Quantinno Capital Management LP | $94.9M | 1,100,052 | 0.11% | 3q | +5.9%+$5.3M |
| PANAGORA ASSET MANAGEMENT INC | $86.1M | 997,282 | 0.26% | 25q | -12.7%-$12.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $85.9M | 995,078 | 0.09% | 3q | +104.2%+$43.8M |
| MARSHALL WACE, LLP | $84.8M incl. $1.4M options CALL+PUT | 965,819 | 0.07% | 8q | +125.7%+$47.2M |
| Invesco Ltd. | $79.8M | 924,634 | 0.01% | 26q | -10.9%-$9.7M |
| Altshuler Shaham Ltd | $74.4M incl. $33.2K options CALL | 861,875 | 0.93% | 10q | -5.4%-$4.2M |
| NORDEA INVESTMENT MANAGEMENT AB | $73.7M | 861,013 | 0.06% | 25q | HELD |
| KBC Group NV | $71.8M | 832,407 | 0.16% | 25q | -30.2%-$31.1M |
| Robeco Institutional Asset Management B.V. | $69.1M | 800,733 | 0.08% | 25q | -70.5%-$165.0M |
| LMR Partners LLP | $65.9M incl. $21.9M options CALL+PUT | 510,800 | 0.25% | 6q | -14.9%-$11.5M |
| National Pension Service | $60.8M | 703,933 | 0.04% | 25q | -1.2%-$718.2K |
| RAYMOND JAMES FINANCIAL INC | $59.5M | 689,518 | 0.02% | 7q | -4.9%-$3.0M |
| California Public Employees Retirement System | $58.7M | 679,872 | 0.03% | 29q | -14.4%-$9.9M |
| Swiss National Bank | $58.3M | 675,000 | 0.03% | 25q | -9.3%-$6.0M |
| SEIZERT CAPITAL PARTNERS, LLC | $57.7M | 668,781 | 2.38% | 4q | +15.3%+$7.7M |
| MILLENNIUM MANAGEMENT LLC | $54.1M incl. $30.5M options CALL+PUT | 273,645 | 0.02% | 24q | -58.1%-$74.9M |
| ExodusPoint Capital Management, LP | $53.5M | 620,411 | 0.34% | 4q | +302.8%+$40.3M |
| Balyasny Asset Management L.P. | $50.9M incl. $1.3M options CALL+PUT | 574,177 | 0.06% | 12q | +2037.7%+$48.5M |
| SEI INVESTMENTS CO | $50.8M | 588,654 | 0.04% | 29q | +1.8%+$884.4K |
| Russell Investments Group, Ltd. | $47.0M | 544,534 | 0.04% | 26q | +20.1%+$7.8M |
| Sumitomo Mitsui Trust Group, Inc. | $45.4M | 526,076 | 0.03% | 26q | -4.6%-$2.2M |
| Walleye Trading LLC | $44.4M incl. $37.2M options CALL+PUT | 82,901 | 0.05% | 29q | +21.2%+$7.8M |
| BlueCrest Capital Management Ltd | $43.9M | 508,925 | 1.45% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $43.6M | 504,923 | 0.03% | 2q | +11.3%+$4.4M |
| DekaBank Deutsche Girozentrale | $42.6M | 537,626 | 0.07% | 26q | HELD |
| Retirement Systems of Alabama | $42.6M | 493,302 | 0.13% | 10q | -35.0%-$22.9M |
| Nuveen, LLC | $38.0M | 439,829 | 0.01% | 6q | +3.8%+$1.4M |
| TD Asset Management Inc | $37.0M | 428,596 | 0.03% | 28q | +20.4%+$6.3M |
| Empowered Funds, LLC | $36.6M | 423,954 | 0.19% | 17q | +38.6%+$10.2M |
| BARCLAYS PLC | $36.1M incl. $18.7M options CALL+PUT | 201,479 | 0.01% | 29q | -43.5%-$27.8M |
| KLP KAPITALFORVALTNING AS | $35.7M | 413,600 | 0.12% | 7q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $34.6M | 400,350 | 0.00% | 29q | +15.2%+$4.6M |
| RHUMBLINE ADVISERS | $34.5M | 399,843 | 0.03% | 25q | -10.5%-$4.1M |
| SIMPLEX TRADING, LLC | $34.2M CALL+PUT | options only | 0.02% | 29q | OPTIONS |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $32.0M | 370,755 | 0.03% | 25q | +1.0%+$328.7K |
| AMERIPRISE FINANCIAL INC | $31.0M | 358,987 | 0.01% | 28q | +68.4%+$12.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $29.9M | 346,956 | 0.01% | 7q | -7.3%-$2.4M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $29.9M | 346,152 | 0.11% | 6q | -35.4%-$16.4M |
| Gotham Asset Management, LLC | $29.5M | 342,248 | 0.07% | 25q | +47.1%+$9.5M |
| CITIGROUP INC | $29.1M incl. $4.3M options CALL | 287,599 | 0.01% | 29q | +9.1%+$2.4M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $28.9M | 335,304 | 0.07% | 18q | -9.9%-$3.2M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $27.8M | 321,970 | 0.10% | 5q | -66.4%-$54.9M |
| Aberdeen Group plc | $27.7M | 320,855 | 0.04% | 25q | +24.6%+$5.5M |
| PFA Pension, Forsikringsaktieselskab | $27.2M | 315,525 | 0.07% | 3q | -20.0%-$6.8M |
| PEAK6 LLC | $27.2M incl. $17.6M options CALL+PUT | 110,759 | 0.06% | 7q | -36.8%-$15.8M |
| IEQ CAPITAL, LLC | $27.2M | 314,566 | 0.13% | 25q | -27.0%-$10.0M |
| STOREBRAND ASSET MANAGEMENT AS | $26.6M | 308,769 | 0.07% | 26q | -15.4%-$4.8M |
| BANK OF NOVA SCOTIA | $26.1M | 302,677 | 0.04% | 11q | +1205.9%+$24.1M |
| FRANKLIN RESOURCES INC | $24.6M | 284,749 | 0.01% | 27q | -20.6%-$6.4M |
| AMERICAN CENTURY COMPANIES INC | $24.5M | 283,960 | 0.01% | 29q | +4.6%+$1.1M |
| ALLIANCEBERNSTEIN L.P. | $24.4M | 304,125 | 0.01% | 29q | +11.6%+$2.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $24.4M | 282,414 | 0.01% | 27q | +5.8%+$1.3M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Portfolio Management | 5.1% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-02 | 2026-08-31 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-13 | Yuan Eric S. | Chief Executive Officer | Sold | 45,724 | $4.2M ×3 |
| 2026-06-02 | Yuan Eric S. | Chief Executive Officer | Sold | 12,100 | $1.4M ×5 |
| 2026-06-03 | Yuan Eric S. | Chief Executive Officer | Sold | 12,100 | $1.3M ×5 |
| 2026-08-06 | Yuan Eric S. | Chief Executive Officer | Sold | 12,100 | $1.2M ×3 |
| 2026-08-05 | Yuan Eric S. | Chief Executive Officer | Sold | 12,100 | $1.2M ×4 |
| 2026-09-02 | Yuan Eric S. | Chief Executive Officer | Sold | 12,100 | $1.2M ×2 |
| 2026-09-01 | Yuan Eric S. | Chief Executive Officer | Sold | 12,100 | $1.2M ×2 |
| 2026-10-06 | Yuan Eric S. | Chief Executive Officer | Sold | 12,100 | $1.1M ×2 |
| 2026-10-05 | Yuan Eric S. | Chief Executive Officer | Sold | 12,100 | $1.1M ×2 |
| 2026-07-14 | Yuan Eric S. | Chief Executive Officer | Sold | 12,100 | $1.1M ×3 |
| 2026-10-21 | Chang Michelle | Chief Financial Officer | Sold | 10,156 | $1.0M |
| 2026-10-12 | Chang Michelle | Chief Financial Officer | Sold | 8,489 | $844.3K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 276 | $671.1M | 7,414,382 | 35 | 88 | 90 | 0.1% |
| Q2 2026 | 888 | $19.6B | 203,021,623 | 142 | 331 | 279 | 10.5% |
| Q1 2026 | 836 | $17.3B | 196,401,023 | 114 | 265 | 287 | 8.7% |
| Q4 2025 | 845 | $19.6B | 206,827,332 | 108 | 314 | 222 | 9.3% |
| Q3 2025 | 769 | $17.8B | 196,911,194 | 121 | 265 | 211 | 8.9% |
| Q2 2025 | 743 | $16.1B | 188,792,158 | 104 | 280 | 201 | 8.4% |
| Q1 2025 | 729 | $15.1B | 184,667,437 | 84 | 264 | 199 | 9.6% |
| Q4 2024 | 736 | $17.9B | 188,201,889 | 90 | 230 | 214 | 14.3% |
| Q3 2024 | 683 | $14.1B | 179,662,974 | 103 | 238 | 191 | 11.1% |
| Q2 2024 | 664 | $11.9B | 180,527,128 | 89 | 215 | 225 | 10.1% |
| Q1 2024 | 682 | $14.0B | 188,749,700 | 76 | 256 | 182 | 11.7% |
| Q4 2023 | 710 | $16.0B | 186,410,945 | 94 | 194 | 242 | 16.0% |
| Q3 2023 | 653 | $15.2B | 180,505,236 | 79 | 217 | 184 | 17.3% |
| Q2 2023 | 659 | $13.9B | 169,820,975 | 76 | 228 | 181 | 16.8% |
| Q1 2023 | 664 | $15.0B | 171,119,881 | 84 | 216 | 196 | 15.7% |
| Q4 2022 | 663 | $13.4B | 161,122,041 | 74 | 154 | 269 | 18.6% |
| Q3 2022 | 644 | $34.5B | 1,278,992,272 | 65 | 205 | 225 | 8.2% |
| Q2 2022 | 741 | $49.1B | 770,637,936 | 104 | 272 | 208 | 9.0% |
| Q1 2022 | 755 | $47.4B | 839,797,733 | 107 | 266 | 217 | 12.5% |
| Q4 2021 | 808 | $86.9B | 657,194,509 | 85 | 265 | 270 | 14.2% |
| Q3 2021 | 887 | $91.7B | 373,774,238 | 99 | 339 | 259 | 12.7% |
| Q2 2021 | 956 | $110.8B | 418,958,056 | 115 | 320 | 317 | 10.8% |
| Q1 2021 | 933 | $97.6B | 375,457,406 | 135 | 383 | 247 | 10.9% |
| Q4 2020 | 949 | $101.6B | 441,149,362 | 131 | 348 | 271 | 13.2% |
| Q3 2020 | 898 | $102.5B | 192,764,337 | 231 | 297 | 252 | 11.6% |
| Q2 2020 | 728 | $57.6B | 208,461,287 | 298 | 183 | 179 | 8.4% |
| Q1 2020 | 518 | $24.2B | 151,553,448 | 322 | 111 | 56 | 8.6% |
| Q4 2019 | 238 | $7.3B | 102,550,306 | 68 | 85 | 30 | 4.7% |
| Q3 2019 | 226 | $5.8B | 68,660,888 | 78 | 66 | 50 | 9.1% |
| Q2 2019 | 195 | $8.4B | 90,924,715 | 201 | 0 | 0 | 3.5% |
| Q1 2019 | 1 | $1.8M | 4,730 | 1 | 0 | 0 | 0.0% |