Zoom Communications, Inc.
MX ˙ BMV ˙ US98980L1017
SecurityMX:ZM / Zoom Communications, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership5,599 shares
Latest Disclosed Value $ 450,104
Kestra Advisory Services, LLC reports 5.55% decrease in ownership of ZM / Zoom Communications, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 5,599 shares of Zoom Communications, Inc. (MX:ZM) valued at $450,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,928 shares of Zoom Communications, Inc.. This represents a change in shares of -5.55% 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)
2026-04-30 2026-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 5,599 -329 -5.55 450 -11.94 0.0017
2026-02-13 2025-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 5,928 116 2.00 512 6.68 0.0021
2025-11-14 2025-09-30 13F ZOOM COMMUNICATIONS CL A 98980L101 5,812 -1,406 -19.48 479 -14.77 0.0022
2025-08-15 2025-06-30 13F ZOOM COMMUNICATIONS CL A 98980L101 7,218 1,311 22.19 563 29.20 0.0027
2025-05-14 2025-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 5,907 -260 -4.22 436 -13.52 0.0021
2025-02-10 2024-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 6,167 -2,095 -25.36 503 -12.67 0.0028
2024-11-13 2024-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,262 -990 -10.70 576 5.30 0.0032
2024-08-14 2024-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 9,252 -4,258 -31.52 548 -38.05 0.0031
2024-05-15 2024-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 13,510 -1,016 -6.99 883 -15.42 0.0059
2024-02-14 2023-12-31 13F #N CL A 98980L101 14,526 6,627 83.90 1,045 89.13 0.0085
2023-11-13 2023-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 7,899 3,710 88.57 552 94.37 0.0054
2023-08-11 2023-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,189 -375 -8.22 284 -15.73 0.0028
2023-05-12 2023-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,564 -1,386 -23.29 337 -16.38 0.0037
2023-01-31 2022-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 5,950 -1,038 -14.85 403 0.0036
2022-11-01 2022-09-30 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 6,988 -1,728 -19.83 1 0.0055
2022-11-01 2022-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 6,988 -1,728 514 0.0055
2022-08-12 2022-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,716 460 5.57 1 0.0097
2022-07-20 2022-03-31 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,256 214 2.66 1 -100.00 0.0101
2022-04-26 2022-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,256 214 968 0.0101
2022-07-25 2021-12-31 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,042 -227 -2.75 1 -50.00 0.0150
2022-01-20 2021-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,042 -227 1,479 0.0150
2022-07-25 2021-09-30 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,269 -2,196 -20.98 2 -50.00 0.0216
2021-10-19 2021-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,269 -2,196 2,162 0.0216
2022-07-26 2021-06-30 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 10,465 -3,037 -22.49 4 0.00 0.0460
2021-07-28 2021-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 10,465 -3,037 4,050 0.0460
2022-07-27 2021-03-31 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 13,502 254 1.92 4 0.00 0.0551
2021-05-10 2021-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 13,502 254 4,338 0.0551
2022-07-28 2020-12-31 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 13,248 2,037 18.17 5 -100.00 0.0543
2021-01-20 2020-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 13,248 2,037 4,682 0.0543
2022-07-29 2020-09-30 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 11,211 11,211 5,285,000 0.0986
2020-11-12 2020-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 11,211 11,211 5,285 0.0986
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.