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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.19 B.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $237.34 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 277.7%. Conversely, Jefferies Group reduced exposure by 75.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Zoom Communications, Inc. (ZM)
Major holders include Cliff Asness ($1.05 B), Renaissance Technologies ($265.64 M), Jeremy Grantham ($28.28 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 16.06 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $237.34 M, with 4 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited ZM. The total reported sell value was $86.06 M.
Yes, 1 managers opened new positions in ZM, and 3 increased their existing holdings. The total reported buy value was $323.4 M.
