Zoom Communications, Inc.
MX ˙ BMV ˙ US98980L1017
SecurityMX:ZM / Zoom Communications, Inc.
InstitutionRafferty Asset Management, LLC
Latest Disclosed Ownership7,341 shares
Latest Disclosed Value $ 590,143
Rafferty Asset Management, LLC reports 13.66% decrease in ownership of ZM / Zoom Communications, Inc.

On May 15, 2026 - Rafferty Asset Management, LLC filed a 13F-HR form disclosing ownership of 7,341 shares of Zoom Communications, Inc. (MX:ZM) valued at $590,143 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,502 shares of Zoom Communications, Inc.. This represents a change in shares of -13.66% 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)
2026-05-15 2026-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 7,341 -1,161 -13.66 590 -19.51 0.0024
2026-02-13 2025-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 8,502 -5,740 -40.30 734 -37.56 0.0025
2025-11-12 2025-09-30 13F ZOOM COMMUNICATIONS CL A 98980L101 14,242 -4,635 -24.55 1,175 -20.24 0.0038
2025-08-14 2025-06-30 13F ZOOM COMMUNICATIONS CL A 98980L101 18,877 -411 -2.13 1,472 3.52 0.0049
2025-05-14 2025-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 19,288 -5,770 -23.03 1,423 -30.43 0.0061
2025-02-14 2024-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 25,058 3,155 14.40 2,045 33.86 0.0072
2024-11-13 2024-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 21,903 -12,039 -35.47 1,528 -23.99 0.0052
2024-08-13 2024-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 33,942 -6,413 -15.89 2,009 -23.84 0.0075
2024-05-13 2024-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 40,355 -2,265 -5.31 2,638 -13.90 0.0098
2024-02-13 2023-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 42,620 -115,830 -73.10 3,065 -72.35 0.0129
2023-11-13 2023-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 158,450 20,914 15.21 11,082 18.70 0.0651
2023-08-11 2023-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 137,536 23,843 20.97 9,336 11.20 0.0526
2023-05-11 2023-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 113,693 12,451 12.30 8,395 22.41 0.0569
2023-02-13 2022-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 101,242 -16,608 -14.09 6,858 -20.93 0.0574
2022-11-14 2022-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 117,850 28,901 32.49 8,673 -9.69 0.0923
2022-08-12 2022-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 88,949 -10,896 -10.91 9,604 -17.95 0.0884
2022-05-13 2022-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 99,845 48,724 95.31 11,705 24.49 0.0694
2022-02-10 2021-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 51,121 16,893 49.35 9,402 5.04 0.0495
2021-11-10 2021-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 34,228 8,177 31.39 8,951 -11.23 0.0612
2021-08-10 2021-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 26,051 -1,883 -6.74 10,083 12.35 0.0635
2021-05-10 2021-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 27,934 6,996 33.41 8,975 27.07 0.0613
2021-02-10 2020-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 20,938 4,069 24.12 7,063 -10.93 0.0690
2020-11-13 2020-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 16,869 91 0.54 7,930 86.41 0.0959
2020-08-07 2020-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 16,778 16,778 4,254 0.0599
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.