Zoom Communications, Inc. (ZM)
What changed in recent filings
- Revenue +5% YoYQuarter ended Apr 30, 2026
- Institutions — 5 new · 1 added13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Zoom Communications, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q2: 6 → 2026 Q2: 6 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Zoom Communications, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Point72 Asset Management0.11% of portfolio · since 2026 Q1
- Moore Capital ManagementNew this quarter0.07% of portfolio · since 2026 Q2
- PRIMECAP Management0.06% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.21% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.04% of portfolio · held as of 2026 Q2 or earlier
- Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
Zoom Video Communications. A video-conferencing and team-collaboration platform, in a maturing phase after the COVID-19 boom. It seeks to cement its enterprise-market position via AI feature integration.
What is the Software sector?
Cloud, SaaS, and cybersecurity. Relatively defensive.
Zoom Communications, Inc. is classified under the Software sector. See peers below.
Zoom Communications, Inc. key financials
Based on SEC filings · as of Jul 31, 2026
Tap a metric name to see its meaning in the glossary.
Zoom Communications, Inc. vs Software sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ZM revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-04-30 revenue was $1.2B, +5.5% YoY.
The largest segment is Americas, 72.1% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Americas segment (about 71% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ZM segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding Zoom Communications, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
ZM on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Software average
Peers · Software
ZM FAQ
What is Zoom Communications, Inc. (ZM)?
Zoom Video Communications. A video-conferencing and team-collaboration platform, in a maturing phase after the COVID-19 boom. It seeks to cement its enterprise-market position via AI feature integration.
What sector is Zoom Communications, Inc. in?
Zoom Communications, Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.
What are Zoom Communications, Inc.'s key financials?
As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 5.0%, Operating margin 24.6%, Net margin 65.2%, ROE 19.4%. Definitions and interpretation are available on Stocklore.
What are Zoom Communications, Inc.'s main revenue segments?
The largest segment is Americas, about 72.1% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Zoom Communications, Inc. (ZM) stock?
On Stocklore you can see ZM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.