SEC 13F Intelligence

Verdad Advisers, LP / ZM

Verdad Advisers, LP’s Zoom Communications Inc Position

Does Verdad Advisers, LP own Zoom Communications Inc (ZM)? Yes21.6K shares worth $2M (+1.95% of its 13F portfolio) as of Q1 2026, up from 20.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
21.6K
% of Portfolio
+1.95%
Quarters Held
3
currently held

Position History ZM

Reported value by quarter
Q3 ’24: $350,165Q3 ’24Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.6K$2M+1.95%
Q4 202520.9K$2M+2.07%
Q3 20245.0K$350,165+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Verdad Advisers, LP’s full portfolio or all institutional holders of ZM.