Zoom Communications, Inc.
MX ˙ BMV ˙ US98980L1017
SecurityMX:ZM / Zoom Communications, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership114,885 shares
Latest Disclosed Value $ 9,235,066
Captrust Financial Advisors reports 1.38% decrease in ownership of ZM / Zoom Communications, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 114,885 shares of Zoom Communications, Inc. (MX:ZM) valued at $9,235,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 116,495 shares of Zoom Communications, Inc.. This represents a change in shares of -1.38% 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.

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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)
2026-05-14 2026-03-31 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 114,885 -1,610 -1.38 9,235 -8.13 0.0161
2026-02-17 2025-12-31 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 116,495 80,497 223.62 10,052 238.57 0.0191
2025-11-19 2025-09-30 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 35,998 13,341 58.88 2,970 68.12 0.0061
2025-08-15 2025-06-30 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 22,657 6,544 40.61 1,767 48.65 0.0039
2025-05-15 2025-03-31 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 16,113 -1,862 -10.36 1,189 -18.96 0.0030
2025-02-14 2024-12-31 13F ZOOM COMMUNICATIONS INC CL A Stock 98980L101 17,975 6,614 58.22 1,467 85.10 0.0042
2024-11-14 2024-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 11,361 4,584 67.64 792 97.51 0.0024
2024-08-15 2024-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 6,777 2,629 63.38 401 47.97 0.0013
2024-05-15 2024-03-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 4,148 -2,262 -35.29 271 -41.09 0.0010
2024-02-14 2023-12-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 6,410 -2,216 -25.69 461 -23.71 0.0016
2023-11-15 2023-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 8,626 271 3.24 603 6.35 0.0023
2023-08-15 2023-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 8,355 -111 -1.31 567 -9.28 0.0022
2023-05-15 2023-03-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 8,466 997 13.35 625 23.76 0.0027
2023-02-15 2022-12-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 7,469 -1,008 -11.89 506 -19.07 0.0025
2022-11-16 2022-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 8,477 2,290 37.01 624 -6.59 0.0036
2022-08-23 2022-06-30 13F/A-1 ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 6,187 1,395 29.11 668 18.86 0.0043
2022-08-16 2022-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A COM 98980L101 11,319 6,527 1,222 0.0089
2022-05-16 2022-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,792 2,737 133.19 562 48.68 0.0036
2022-02-14 2021-12-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 2,055 -823 -28.60 378 -49.80 0.0026
2021-11-16 2021-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 2,878 -16 -0.55 753 -32.77 0.0063
2021-08-16 2021-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 2,894 147 5.35 1,120 26.84 0.0104
2021-05-17 2021-03-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 2,747 783 39.87 883 33.38 0.0096
2021-02-16 2020-12-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 1,964 919 87.94 662 31.09 0.0088
2020-11-17 2020-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 1,045 -613 -36.97 505 17.44 0.0084
2020-08-14 2020-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 1,658 549 49.50 430 182.89 0.0071
2020-05-15 2020-03-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 1,109 1,109 152 0.0033
2020-02-14 2019-12-31 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 0 -260 -100.00 0 -100.00
2019-11-14 2019-09-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 260 -140 -35.00 20 -44.44 0.0007
2019-08-13 2019-06-30 13F ZOOM VIDEO COMMUNICATIONS INC CL A Common Stock 98980L101 400 400 36 0.0013
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.