Question 1

Which hedge funds and institutional investors hold ZM?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for ZM shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for ZM whale holdings?

Accepted Answer

Conviction level reflects how significant ZM is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to ZM, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for ZM?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about ZM?

Accepted Answer

QoQ changes for ZM show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	7.8M	$629.3M	0.0%	$2896.4B
Arrowstreet	2.6M	$209.0M	0.1%	$184.8B
Renaissance Tech	2.5M	$197.7M	0.3%	$63.9B
PRIMECAP	1.2M	$100.2M	0.1%	$127.0B
WorldQuant	958.1K	$77.0M	0.3%	$25.9B
Geode Capital	718.8K	$57.8M	0.0%	$1607.5B
Citadel	702.5K	$56.5M	0.0%	$618.5B
Millennium	652.7K	$52.5M	0.0%	$240.3B
Point72	607.0K	$48.8M	0.1%	$78.1B
Junto Capital	532.8K	$42.8M	0.9%	$4.7B
Citadel	469.0K	$37.7M	0.0%	$618.5B
DE Shaw	457.0K	$36.7M	0.0%	$166.3B
Millennium	430.5K	$34.6M	0.0%	$240.3B
GMO	372.0K	$29.9M	0.1%	$39.1B
DFA	324.0K	$26.0M	0.0%	$481.4B
American Century	271.4K	$21.8M	0.0%	$194.3B
Two Sigma	260.8K	$21.0M	0.0%	$123.9B
Gotham Asset	232.7K	$18.7M	0.1%	$32.7B
Schonfeld	231.0K	$18.6M	0.1%	$14.2B
Citadel	221.4K	$17.8M	0.0%	$618.5B
Millennium	160.4K	$12.9M	0.0%	$240.3B
ExodusPoint	154.0K	$12.4M	0.1%	$12.4B
Marshall Wace	147.2K	$11.8M	0.0%	$100.4B
Tudor	132.3K	$10.6M	0.0%	$53.9B
Tudor	64.6K	$5.2M	0.0%	$53.9B
BlackRock	63.5K	$5.1M	0.0%	$5723.5B
Balyasny	60.8K	$4.9M	0.0%	$77.1B
Point72	60.6K	$4.9M	0.0%	$78.1B
Point72	56.2K	$4.5M	0.0%	$78.1B
Balyasny	53.0K	$4.3M	0.0%	$77.1B
Fidelity (FMR)	50.9K	$4.1M	0.0%	$1898.4B
Man Group	45.3K	$3.6M	0.0%	$55.1B
Tudor	31.2K	$2.5M	0.0%	$53.9B
Balyasny	26.9K	$2.2M	0.0%	$77.1B
Brevan Howard	23.2K	$1.9M	0.0%	$11.3B
PAR Capital	6.0K	$482K	0.0%	$3.5B
Wellington	5.7K	$462K	0.0%	$535.5B
Franklin Templeton	4.3K	$340K	0.0%	$408.3B
Acadian	3.9M	$317K	0.4%	$70.5M
Northern Trust	1.6K	$130K	—	$756.6B
LSV	1.2M	$95K	0.2%	$46.4M
Neuberger Berman (Eisman)	1.0K	$80K	0.0%	$131.4B
Marshall Wace	400	$32K	—	$100.4B
AQR Capital	158	$13K	—	$218.4B
Kayne Anderson	1	$125	—	$34.0B

ZM

Who Holds ZM

Changes This Quarter