Guru Ownership Trend
Guru Analysis for Zoom Communications, Inc. (ZM)
Zoom Communications, Inc. (ZM), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $961.48 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bearish. This is evidenced by a $114.27 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Cliff Asness reduced exposure by 21.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Zoom Communications, Inc. (ZM)
Major holders include Cliff Asness ($563.43 M), Renaissance Technologies (RenTech) ($205.48 M), Steven Cohen ($102.48 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 10.83 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $114.27 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ZM. The total reported sell value was $178.6 M.
Yes, 2 managers opened new positions in ZM, and 2 increased their existing holdings. The total reported buy value was $64.32 M.