Follow-The-Filings

Security · featured owners

ZM Zoom Video Communications In

CL A Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 1.9%
  • $5M
  • 1 new 1 add 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 1.9% (Scott Miller - Greenhaven Road Investment Management) · not free-float ownership

  1. Scott Miller add 1.9%
  2. Torray Investment Partners new 0.29%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Scott Miller - Greenhaven Road Investment Management 2026 Q2 1.9% Add +32.6% 33,141 $3M history
Torray Investment Partners 2026 Q2 0.29% New 0.29% 24,796 $2M history
Gavin Baker - Atreides Management exited 2026 Q2 last 2026 Q1 2.1% Exit −2.11 pp 1,315,605 $106M history

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,7.01,9.01
10-Q
8-K 2.02,9.01
8-K 5.02
8-K 5.07
10-Q
8-K 2.02,9.01
DEFA14A

Insider forms

Form 3 / 4 / 5 from EDGAR · 17 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026
4 Period Aug 31, 2026
4 Period Jul 15, 2026
4 Period Aug 5, 2026
4 Period Aug 4, 2026
4 Period Jul 14, 2026
4 Period Jul 13, 2026
4 Period Jul 9, 2026 · 3 forms
4 Period Jul 8, 2026
4 Period Jul 1, 2026
4 Period Jun 15, 2026
4 Period Jun 10, 2026 · 7 forms
4 Period Jun 9, 2026
4 Period Jun 2, 2026
4 Period Jun 1, 2026
4 Period May 4, 2026
4 Period May 1, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $4.39B $4.53B $4.67B $4.87B
Gross profit $3.29B $3.45B $3.54B $3.75B
Gross margin * 74.9% 76.2% 75.8% 77.0%
Net income $0.104B $0.637B $1.01B $1.9B
Net margin * 2.4% 14.1% 21.7% 39.0%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $6.36B $7.93B $8.68B $8.66B
Total non-current assets * $1.77B $2B $2.31B $3.3B
Total assets $8.13B $9.93B $10.99B $11.96B
Total current liabilities $1.74B $1.76B $1.9B $2B
Total non-current liabilities * $182.81M $148.2M $150.04M $152.97M
Total equity $6.21B $8.02B $8.94B $9.81B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.29B $1.6B $1.95B $1.99B
Cash from investing -$0.318B -$1.18B -$1.11B -$0.279B
Cash from financing -$0.937B $0.06B -$1.03B -$1.81B
Net change in cash $26.89M $465.14M -$203.96M -$77.64M

ownership over time

filing count by report period · click a bar for that quarter’s holders