Zoom Communications, Inc.
MX ˙ BMV ˙ US98980L1017
SecurityMX:ZM / Zoom Communications, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership24,582 shares
Latest Disclosed Value $ 1,976,147
Arkadios Wealth Advisors reports 26.06% decrease in ownership of ZM / Zoom Communications, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 24,582 shares of Zoom Communications, Inc. (MX:ZM) valued at $1,976,147 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 33,247 shares of Zoom Communications, Inc.. This represents a change in shares of -26.06% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 24,582 -8,665 -26.06 1,976 -31.10 0.0208
2026-02-13 2025-12-31 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 33,247 -4,843 -12.71 2,869 -8.72 0.0556
2025-10-29 2025-09-30 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 38,090 -3,209 -7.77 3,142 -2.42 0.0754
2025-08-04 2025-06-30 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 41,299 652 1.60 3,220 7.40 0.0950
2025-05-08 2025-03-31 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 40,647 1,019 2.57 2,999 -7.30 0.1133
2025-01-15 2024-12-31 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 39,628 10,417 35.66 3,234 58.76 0.1764
2024-10-24 2024-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 29,211 2,497 9.35 2,037 28.84 0.1154
2024-07-29 2024-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 26,714 -1,190 -4.26 1,581 -13.32 0.1066
2024-04-30 2024-03-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 27,904 486 1.77 1,824 -7.46 0.1414
2024-01-24 2023-12-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 27,418 -1,041 -3.66 1,972 -0.95 0.1667
2023-10-13 2023-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 28,459 7,889 38.35 1,990 42.55 0.1889
2023-07-26 2023-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 20,570 -2,288 -10.01 1,396 -17.25 0.1624
2023-05-02 2023-03-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 22,858 6,089 36.31 1,688 48.63 0.2010
2023-01-11 2022-12-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 16,769 1,198 7.69 1,136 113,400.00 0.1506
2022-10-21 2022-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 15,571 1,781 12.92 1 0.00 0.1737
2022-07-14 2022-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 13,790 -80 -0.58 1 0.00 0.2215
2022-05-02 2022-03-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 13,870 6,637 91.76 2 0.00 0.2130
2022-02-03 2021-12-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 7,233 6,289 666.21 1 0.1761
2021-10-19 2021-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 944 -475 -33.47 0 0.0355
2021-07-28 2021-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 1,419 -60 -4.06 1 0.0669
2021-04-26 2021-03-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 1,479 417 39.27 0 0.0782
2021-02-09 2020-12-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 1,062 560 111.55 0 -100.00 0.0751
2020-11-10 2020-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 502 0 0.00 281 115.38 0.1407
2020-08-10 2020-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 502 430 597.22 131 1,200.00 0.0724
2020-05-14 2020-03-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 72 72 11 0.0067
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.