Zoom Communications, Inc.
MX ˙ BMV ˙ US98980L1017
SecurityMX:ZM / Zoom Communications, Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership14,687 shares
Latest Disclosed Value $ 1,180,667
Allworth Financial LP reports 15.35% decrease in ownership of ZM / Zoom Communications, Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 14,687 shares of Zoom Communications, Inc. (MX:ZM) valued at $1,180,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 17,350 shares of Zoom Communications, Inc.. This represents a change in shares of -15.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 14,687 -2,663 -15.35 1,181 -21.18 0.0048
2026-02-05 2025-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 17,350 14,051 425.92 1,497 450.37 0.0061
2025-12-02 2025-09-30 13F ZOOM COMMUNICATIONS CL A 98980L101 3,299 1,853 128.15 272 142.86 0.0012
2025-08-07 2025-06-30 13F ZOOM COMMUNICATIONS CL A 98980L101 1,446 732 102.52 113 111.32 0.0005
2025-04-30 2025-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 714 31 4.54 54 -1.85 0.0003
2025-01-30 2024-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 683 92 15.57 54 31.71 0.0003
2024-10-23 2024-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 591 180 43.80 41 70.83 0.0003
2024-07-24 2024-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 411 -200 -32.73 24 -38.46 0.0002
2024-04-25 2024-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 611 277 82.93 40 62.50 0.0003
2024-01-24 2023-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 334 -226 -40.36 24 -38.46 0.0002
2023-10-31 2023-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 560 282 101.44 39 116.67 0.0003
2023-07-18 2023-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 278 -309 -52.64 19 -58.14 0.0002
2023-04-18 2023-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 587 240 69.16 43 86.96 0.0004
2023-01-13 2022-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 347 -67 -16.18 24 -23.33 0.0003
2022-11-14 2022-09-30 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 414 -473 -53.33 30 -68.75 0.0004
2022-10-18 2022-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 414 -473 30 0.0004
2022-07-13 2022-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 887 586 194.68 96 174.29 0.0013
2022-04-22 2022-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 301 -111 -26.94 35 -53.95 0.0004
2022-01-21 2021-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 412 102 32.90 76 -6.17 0.0011
2021-11-02 2021-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 310 38 13.97 81 -22.86 0.0014
2021-08-02 2021-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 272 -111 -28.98 105 -14.63 0.0019
2021-04-29 2021-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 383 44 12.98 123 7.89 0.0025
2021-01-26 2020-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 339 0 0.00 114 -28.30 0.0030
2020-11-03 2020-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 339 38 12.62 159 109.21 0.0048
2020-07-24 2020-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 301 226 301.33 76 590.91 0.0023
2020-04-17 2020-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 75 38 102.70 11 266.67 0.0004
2020-01-16 2019-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 37 37 3 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.