Ticker · CUSIP 98980L101

ZM

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Technology·Software - Application

···Share

Holders (tracked)

Combined shares

26,739,840

Combined value

$2.31B

Last close

$88.02

Quarter

2025Q4

Price is +2.0% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$88.02+16.53 (+23.12%)H $96.22 · L $69.77 · Avg Vol 3.3M

Insider sellCongress sell

Tracked holders · last 8 quarters

+4 vs previous quarter over the last 8.

AI flow digest· claude-sonnet-4-5-20250929· Synthesized from manager portfolios + last 30 days of insider & Congress activity.

Norway's sovereign wealth fund opened a massive $509.8M position in ZM last quarter, joining Paul Tudor Jones and Ken Fisher as fresh institutional buyers. AQR Capital Management piled on another 3.7 million shares, bringing their stake to $1.05B. Steve Cohen's Point72 added 249,000 shares. However, CEO Eric Yuan unloaded $7.6M worth of stock over just two days in mid-April across twelve separate transactions—his only insider activity in the period. Renaissance Technologies, D.E. Shaw, and Two Sigma all trimmed positions, with RenTech cutting nearly 927,000 shares. The split is clear: heavyweight institutions are building stakes while the CEO exits aggressively and quant funds reduce exposure. **So what:** Big money is betting on ZM's turnaround, but the CEO's aggressive selling raises questions about near-term upside.

SEC event timeline

30 events

Yuan Eric S. · Chief Executive Officer
2026-04-14
Sold $13.1K @ $84.30
Insider sell
Yuan Eric S. · Chief Executive Officer
2026-04-14
Sold $574.6K @ $81.80
Insider sell
Yuan Eric S. · Chief Executive Officer
2026-04-14
Sold $622.1K @ $82.47
Insider sell
Yuan Eric S. · Chief Executive Officer
2026-04-14
Sold $46.1K @ $83.81
Insider sell
Yuan Eric S. · Chief Executive Officer
2026-04-13
Sold $994.0K @ $82.60
Insider sell
Yuan Eric S. · Chief Executive Officer
2026-04-13
Sold $2.05M @ $79.95
Insider sell
Yuan Eric S. · Chief Executive Officer
2026-04-13
Sold $484.4K @ $80.78
Insider sell
Yuan Eric S. · Chief Executive Officer
2026-04-13
Sold $2.15M @ $81.92
Insider sell
Chang Michelle · Chief Financial Officer
2026-04-10
Sold $65.0K @ $81.28
Insider sell
Chang Michelle · Chief Financial Officer
2026-04-10
Sold $124.2K @ $82.79
Insider sell
Chang Michelle · Chief Financial Officer
2026-04-10
Sold $86.8K @ $84.00
Insider sell
Chang Michelle · Chief Financial Officer
2026-04-10
Sold $414.3K @ $80.36
Insider sell
AQR Capital Management added2026-02-17
+3,718,186 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−132,764 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−478,901 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−36,890 shares · 2025Q4
Position
Wellington Management added2026-02-17
+1,024 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+161,300 shares · 2025Q4
Position
Jeremy Grantham (GMO) trimmed2026-02-17
−20,149 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−452,674 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−53,232 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+249,100 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−10,074 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) added2026-02-13
+14,126 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−926,644 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+5,907,844 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) opened position2026-02-09
+2,721 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−287,547 shares · 2025Q3
Position
Two Sigma Investments opened position2025-11-14
+1,051,017 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−121,785 shares · 2025Q3
Position

Insider activity

Last 30 days

Net (open-market)

−$7.63M

Buys

0 · $0

Sells

12 · $7.63M

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-14	Yuan Eric S. Chief Executive Officer · Officer, Director	S	155	$84.30	$13.1K
04-14	Yuan Eric S. Chief Executive Officer · Officer, Director	S	550	$83.81	$46.1K
04-14	Yuan Eric S. Chief Executive Officer · Officer, Director	S	7,543	$82.47	$622.1K
04-14	Yuan Eric S. Chief Executive Officer · Officer, Director	S	7,025	$81.80	$574.6K
04-14	Yuan Eric S. Chief Executive Officer · Officer, Director	C	15,273	—	$0
04-13	Yuan Eric S. Chief Executive Officer · Officer, Director	S	12,034	$82.60	$994.0K
04-13	Yuan Eric S. Chief Executive Officer · Officer, Director	S	26,243	$81.92	$2.15M
04-13	Yuan Eric S. Chief Executive Officer · Officer, Director	S	5,996	$80.78	$484.4K
04-13	Yuan Eric S. Chief Executive Officer · Officer, Director	S	25,650	$79.95	$2.05M
04-13	Yuan Eric S. Chief Executive Officer · Officer, Director	C	69,923	—	$0
04-10	Chang Michelle Chief Financial Officer · Officer	S	1,033	$84.00	$86.8K
04-10	Chang Michelle Chief Financial Officer · Officer	S	1,500	$82.79	$124.2K
04-10	Chang Michelle Chief Financial Officer · Officer	S	800	$81.28	$65.0K
04-10	Chang Michelle Chief Financial Officer · Officer	S	5,156	$80.36	$414.3K
04-09	Chang Michelle Chief Financial Officer · Officer	F	8,743	$83.23	$727.7K
04-09	Chang Michelle Chief Financial Officer · Officer	M	22,217	—	$0
04-09	Sankarlingam Velchamy Pres. of Engineering & Product · Officer	F	2,466	$83.23	$205.2K
04-09	Sankarlingam Velchamy Pres. of Engineering & Product · Officer	M	4,845	—	$0
04-09	Sankarlingam Velchamy Pres. of Engineering & Product · Officer	F	10,559	$83.23	$878.8K
04-09	Sankarlingam Velchamy Pres. of Engineering & Product · Officer	M	20,752	—	$0
04-09	Bawa Aparna Chief Operating Officer · Officer	F	2,466	$83.23	$205.2K
04-09	Bawa Aparna Chief Operating Officer · Officer	M	4,845	—	$0
04-09	Yuan Eric S. Chief Executive Officer · Officer, Director	F	3,287	$83.23	$273.6K
04-09	Yuan Eric S. Chief Executive Officer · Officer, Director	M	6,460	—	$0
04-08	Bawa Aparna Chief Operating Officer · Officer	F	10,885	$84.02	$914.6K

View full insider history for ZM →

Follow-the-investor returns

If you'd copied each holder of ZM…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Wellington Management	2019Q4	$71.14	+23.7%	$1.9M
AQR Capital Management	2020Q3	$75.77	+16.2%	$1.07B
Lee Ainslie (Maverick Capital)	2020Q4	$76.43	+15.2%	$4.9M
Ray Dalio (Bridgewater Associates)	2020Q4	$77.33	+13.8%	$10.3M
Two Sigma Investments	2019Q4	$80.79	+9.0%	$52.7M
Ken Griffin (Citadel Advisors)	2019Q3	$81.54	+7.9%	$55.4M
Ken Griffin (Citadel Advisors)	2019Q3	$81.54	+7.9%	$55.4M
Ken Griffin (Citadel Advisors)	2019Q3	$81.54	+7.9%	$55.4M
Paul Tudor Jones (Tudor Investment)	2019Q2	$81.88	+7.5%	$9.6M
Paul Tudor Jones (Tudor Investment)	2019Q2	$81.88	+7.5%	$9.6M
D.E. Shaw & Co.	2019Q3	$82.18	+7.1%	$4.4M
D.E. Shaw & Co.	2019Q3	$82.18	+7.1%	$4.4M
D.E. Shaw & Co.	2019Q3	$82.18	+7.1%	$4.4M
Steve Cohen (Point72)	2019Q2	$84.13	+4.6%	$17.4M
Steve Cohen (Point72)	2019Q2	$84.13	+4.6%	$17.4M
Izzy Englander (Millennium Mgmt)	2019Q3	$85.09	+3.4%	$50.4M
Izzy Englander (Millennium Mgmt)	2019Q3	$85.09	+3.4%	$50.4M
Izzy Englander (Millennium Mgmt)	2019Q3	$85.09	+3.4%	$50.4M
Jeremy Grantham (GMO)	2022Q1	$88.55	-0.6%	$28.8M
T. Rowe Price	2019Q2	$134.91	-34.8%	$22.8M
Renaissance Technologies	2020Q1	$139.71	-37.0%	$271.0M
Ken Fisher (Fisher Asset Mgmt)	2020Q3	$142.09	-38.1%	$240K
Norges Bank (Norway SWF)	2020Q1	$2279.72	-96.1%	$520.0M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+5,907,844
$509.8M
Paul Tudor Jones (Tudor Investment)
+161,300
$13.9M
Ken Fisher (Fisher Asset Mgmt)
+2,721
$235K

Added to4

AQR Capital Management
+3,718,186
$320.8M
Steve Cohen (Point72)
+249,100
$21.5M
Lee Ainslie (Maverick Capital)
+14,126
$1.2M
Wellington Management
+1,024
$88K

Trimmed8

Renaissance Technologies
−926,644
$80.0M
D.E. Shaw & Co.
−478,901
$41.3M
Two Sigma Investments
−452,674
$39.1M
Ken Griffin (Citadel Advisors)
−132,764
$11.5M
Izzy Englander (Millennium Mgmt)
−53,232
$4.6M
Jeremy Grantham (GMO)
−20,149
$1.7M
Ray Dalio (Bridgewater Associates)
−10,074
$869K
T. Rowe Price
−36,890
$3K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	25	62,914,405	$119.43B	—
2022Q2	26	60,164,908	$123.26B	+1
2022Q3	26	63,829,293	$4.70B	—
2022Q4	22	62,483,708	$4.23B	-4
2023Q1	26	61,489,684	$4.54B	+4
2023Q2	26	53,431,460	$3.63B	—
2023Q3	23	52,992,687	$3.71B	-3
2023Q4	19	46,886,866	$3.37B	-4
2024Q1	19	40,751,745	$2.66B	—
2024Q2	24	39,781,535	$2.35B	+5
2024Q3	23	27,931,475	$1.95B	-1
2024Q4	21	31,781,509	$2.59B	-2
2025Q1	20	17,426,568	$1.28B	-1
2025Q2	20	23,232,092	$1.81B	—
2025Q3	19	19,066,167	$1.57B	-1
2025Q4	23	26,739,840	$2.31B	+4

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-06-25	Rob Bresnahan	Sell	$1K – $15K	PDF ↗
2025-06-06	Rob Bresnahan	Sell	$1K – $15K	PDF ↗
2025-03-04	Rob Bresnahan	Buy	$1K – $15K	PDF ↗
2025-02-25	Rob Bresnahan	Buy	$1K – $15K	PDF ↗
2025-01-28	Rob Bresnahan	Buy	$1K – $15K	PDF ↗
2025-01-28	Rob Bresnahan	Buy	$1K – $15K	PDF ↗
2025-01-28	Rob Bresnahan	Buy	$1K – $15K	PDF ↗

Who owns ZM

23 super-investors · 2025Q4

Tracked stake

26.74M

Combined value

$2.31B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New4Added5Trim14

#	Manager	Shares	Value	% of book	Last action
1	AQR Capital Management	12.20M	$1.05B	0.6%	Added+3.72M
2	Norges Bank Norway SWF	5.91M	$510M	0.1%	New+5.91M
3	Renaissance Technologies	3.08M	$266M	0.4%	Trim−926.6K
4	Ken Griffin Citadel Advisors	974.6K	$84M	0.0%	Trim−132.8K
5	Ken Griffin Citadel Advisors	855.8K	$74M	0.0%	Trim−132.8K
6	Ken Griffin Citadel Advisors	629.3K	$54M	0.0%	Trim−132.8K
7	Two Sigma Investments	598.3K	$52M	0.1%	Trim−452.7K
8	Izzy Englander Millennium Mgmt	572.6K	$49M	0.0%	Trim−53.2K
9	Jeremy Grantham GMO	327.7K	$28M	0.1%	Trim−20.1K
10	T. Rowe Price	259.1K	$22M	0.0%	Trim−36.9K
11	D.E. Shaw & Co.	257.3K	$22M	0.0%	Trim−478.9K
12	Steve Cohen Point72	197.9K	$17M	0.0%	Added+249.1K
13	Izzy Englander Millennium Mgmt	144.6K	$12M	0.0%	Trim−53.2K
14	Steve Cohen Point72	142.5K	$12M	0.0%	Added+249.1K
15	Izzy Englander Millennium Mgmt	128.9K	$11M	0.0%	Trim−53.2K
16	Ray Dalio Bridgewater Associates	116.8K	$10M	0.0%	Trim−10.1K
17	Paul Tudor Jones Tudor Investment	108.5K	$9M	0.0%	New+161.3K
18	D.E. Shaw & Co.	60.6K	$5M	0.0%	Trim−478.9K
19	Lee Ainslie Maverick Capital	56.0K	$5M	0.1%	Added+14.1K
20	Paul Tudor Jones Tudor Investment	52.8K	$5M	0.0%	New+161.3K
21	D.E. Shaw & Co.	50.0K	$4M	0.0%	Trim−478.9K
22	Wellington Management	22.2K	$2M	0.0%	Added+1.0K
23	Ken Fisher Fisher Asset Mgmt	2.7K	$235K	0.0%	New+2.7K

Recent moves

20 transactions

TRIMIzzy Englander (Millennium Mgmt)
−53,232 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+161,300 · 2025Q4
TRIMJeremy Grantham (GMO)
−20,149 · 2025Q4
ADDSteve Cohen (Point72)
+249,100 · 2025Q4
TRIMD.E. Shaw & Co.
−478,901 · 2025Q4
ADDAQR Capital Management
+3,718,186 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−132,764 · 2025Q4
ADDWellington Management
+1,024 · 2025Q4
TRIMT. Rowe Price
−36,890 · 2025Q4
TRIMTwo Sigma Investments
−452,674 · 2025Q4
ADDLee Ainslie (Maverick Capital)
+14,126 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−10,074 · 2025Q4
TRIMRenaissance Technologies
−926,644 · 2025Q4
NEWNorges Bank (Norway SWF)
+5,907,844 · 2025Q4
NEWKen Fisher (Fisher Asset Mgmt)
+2,721 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−287,547 · 2025Q3
NEWTwo Sigma Investments
+1,051,017 · 2025Q3
TRIMD.E. Shaw & Co.
−121,785 · 2025Q3
NEWLee Ainslie (Maverick Capital)
+41,901 · 2025Q3
ADDT. Rowe Price
+67,903 · 2025Q3

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