Jeremy Grantham's ZM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 327,712 shares of Zoom Communications, Inc. (ZM) worth $28.28 M, representing 0.07% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ZM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 101,819 shares. Largest reduction occurred in Q2 2025, reducing 142,759 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Zoom Communications (ZM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Zoom Communications (ZM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -20,149 | Reduce 5.79% | 327,712 | $86.29 |
| Q3 2025 | -69,155 | Reduce 16.58% | 347,861 | $82.50 |
| Q2 2025 | -142,759 | Reduce 25.50% | 417,016 | $77.98 |
| Q1 2025 | +1,236 | Add 0.22% | 559,775 | $73.77 |
| Q4 2024 | -57,236 | Reduce 9.29% | 558,539 | $81.61 |
| Q3 2024 | +33,566 | Add 5.77% | 615,775 | $69.74 |
| Q2 2024 | +101,819 | Add 21.20% | 582,209 | $59.19 |
| Q1 2024 | -6,566 | Reduce 1.35% | 480,390 | $65.37 |
| Q4 2023 | +6,852 | Add 1.43% | 486,956 | $71.91 |
| Q3 2023 | +203 | Add 0.04% | 480,104 | $69.94 |
| Q2 2023 | +8,701 | Add 1.85% | 479,901 | $67.88 |
| Q1 2023 | +63,200 | Add 15.49% | 471,200 | $73.84 |
| Q4 2022 | +80,200 | Add 24.47% | 408,000 | $67.74 |
| Q3 2022 | +58,200 | Add 21.59% | 327,800 | $73.59 |
| Q2 2022 | +29,800 | Add 12.43% | 269,600 | $107.97 |
| Q1 2022 | +239,800 | New Buy | 239,800 | $117.23 |
Jeremy Grantham's Zoom Communications Investment FAQs
Jeremy Grantham first purchased Zoom Communications, Inc. (ZM) in Q1 2022, acquiring 239,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Zoom Communications, Inc. (ZM) for 16 quarters since Q1 2022.
Jeremy Grantham's largest addition to Zoom Communications, Inc. (ZM) was in Q1 2022, adding 239,800 shares worth $28.11 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 327,712 shares of Zoom Communications, Inc. (ZM), valued at approximately $28.28 M.
As of the Q4 2025 filing, Zoom Communications, Inc. (ZM) represents approximately 0.07% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Zoom Communications, Inc. (ZM) was 615,775 shares, as reported at the end of Q3 2024.