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Zoom Communications, Inc.

ZM Technology
$88.77 $-3.39 (-3.68%)
Market Cap: $25.9 B
Gurus Holding
7
Popularity Rank
#1012
% of Shares Held
3.71%
Net Activity (Q2 2026)
-$114.27 M

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

Recent Activity Breakdown (Q2 2026)

+$64.32 M
Total Buy Value
New Buys 2
Additions 2
-$178.6 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.20% Reduce -21.9% 6,530,217 $563.43 M Q2 2026
0.28% Reduce -3.2% 2,380,704 $205.48 M Q2 2026
0.11% Add 95.6% 1,187,308 $102.48 M Q2 2026
0.07% Add 47.1% 342,248 $29.54 M Q2 2026
0.07% Reduce -9.9% 335,304 $28.94 M Q2 2026
0.07% New Buy 55,368 $4.78 M Q2 2026
0.00% New Buy 20 $1,723 Q2 2026
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