Zoom Communications, Inc.
MX ˙ BMV ˙ US98980L1017
SecurityMX:ZM / Zoom Communications, Inc.
InstitutionSpire Wealth Management
Latest Disclosed Ownership48 shares
Latest Disclosed Value $ 3,859
Spire Wealth Management reports 20.00% decrease in ownership of ZM / Zoom Communications, Inc.

On April 22, 2026 - Spire Wealth Management filed a 13F-HR form disclosing ownership of 48 shares of Zoom Communications, Inc. (MX:ZM) valued at $3,859 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 60 shares of Zoom Communications, Inc.. This represents a change in shares of -20.00% 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)
2026-04-22 2026-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 48 -12 -20.00 4 -40.00 0.0001
2026-01-14 2025-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 60 -15 -20.00 5 -16.67 0.0002
2025-10-23 2025-09-30 13F ZOOM COMMUNICATIONS CL A 98980L101 75 -395 -84.04 6 -83.33 0.0002
2025-08-04 2025-06-30 13F ZOOM COMMUNICATIONS CL A 98980L101 470 -926 -66.33 37 -64.71 0.0013
2025-04-23 2025-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 1,396 1,268 990.62 103 920.00 0.0033
2025-01-24 2024-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 128 128 10 0.0003
2022-07-22 2022-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 0 -5,508 -100.00 0 -100.00
2022-04-18 2022-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 5,508 -3,145 -36.35 646 -59.40 0.0173
2022-01-14 2021-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,653 836 10.69 1,591 -22.16 0.0353
2021-10-22 2021-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 7,817 -732 -8.56 2,044 -38.23 0.0542
2021-07-26 2021-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,549 -1,809 -17.46 3,309 -0.21 0.0895
2021-05-21 2021-03-31 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 10,358 10,358 3,316 0.0882
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.