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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.14 B.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bearish. This is evidenced by a $309.48 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Cliff Asness reduced exposure by 31.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Zoom Communications, Inc. (ZM)
Major holders include Cliff Asness ($662.1 M), Renaissance Technologies (RenTech) ($197.66 M), Steven Cohen ($48.79 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 12.16 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $309.48 M, with 3 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 6 fully exited ZM. The total reported sell value was $372.47 M.
Yes, 2 managers opened new positions in ZM, and 1 increased their existing holdings. The total reported buy value was $62.99 M.
