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ZM Zoom Video Communications In

Information Technology, filed as ZOOM VIDEO COMMUNICATIONS IN (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

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

In 2026 Q2 Torray Investment Partners opened a position in Zoom Video Communications In, Scott Miller added, and Gavin Baker sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns ZM

Sorted by value, long equity only, as of 2026 Q2.

History
Scott Miller, Greenhaven Road Investment Management 1.9%, was 1.4% Add +32.6% 33,141 $2.9M History
Torray Investment Partners 0.29% New 0.29% 24,796 $2.1M History
Gavin Baker, Atreides Management exited 2026 Q2 Last 2026 Q1 2.1% Exit −2.11% 1,315,605 $106M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ZM's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ZM insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $101M sold by 6 insiders under 10b5-1 plans
  1. Michelle Chang CFO
    Planned sale
    $844K 8,489 shares at $99.46 17% of stake
    Traded Oct 12 Filed Oct 13
  2. Velchamy Sankarlingam Pres. of Engineering & Product
    Planned sale
    $759K 7,645 shares at $99.26 4.8% of stake
    Traded Oct 12 Filed Oct 13
  3. Herbert Raymond McMaster Director
    Planned sale
    $284K 3,000 shares at $94.71 26% of stake
    Traded Oct 8 Filed Oct 13
  4. Eric S. Yuan CEO
    Planned sale
    $2.3M 24,200 shares at $93.91 51% of stake
    Traded Oct 5–6 Filed Oct 7
  5. Santiago Subotovsky Director
    Planned sale
    $247K 2,637 shares at $93.74 2.1% of stake
    Traded Oct 5 Filed Oct 7
  6. Velchamy Sankarlingam Pres. of Engineering & Product
    Planned sale
    $248K 2,590 shares at $95.81 1.7% of stake
    Traded Sep 10 Filed Sep 11
  7. Santiago Subotovsky Director
    Planned sale
    $255K 2,637 shares at $96.63 2.1% of stake
    Traded Sep 8 Filed Sep 10
  8. Eric S. Yuan CEO
    Planned sale
    $2.3M 24,200 shares at $95.58 51% of stake
    Traded Sep 1–2 Filed Sep 3
  9. Velchamy Sankarlingam Pres. of Engineering & Product
    Planned sale
    $703K 7,644 shares at $91.98 4.9% of stake
    Traded Jul 15 Filed Aug 14
  10. Eric S. Yuan CEO
    Planned sale
    $2.4M 24,200 shares at $100.18 51% of stake
    Traded Aug 5–6 Filed Aug 7
  11. Santiago Subotovsky Director
    Planned sale
    $802K 7,911 shares at $101.33 5.9% of stake
    Traded Aug 4 Filed Aug 6
  12. Herbert Raymond McMaster Director
    Planned sale
    $444 5 shares at $88.83 <0.1% of stake
    Traded Jul 14 Filed Jul 16
  13. Eric S. Yuan CEO
    Planned sale
    $5.3M 57,824 shares at $91.47 72% of stake
    Traded Jul 13–14 Filed Jul 15
  14. Michelle Chang CFO
    Planned sale
    $771K 8,489 shares at $90.80 19% of stake
    Traded Jul 10 Filed Jul 13
  15. Santiago Subotovsky Director
    Planned sale
    $238K 2,637 shares at $90.15 1.9% of stake
    Traded Jul 1 Filed Jul 6

Also filed in the last 12 months, not counted as buying or selling: 31 option exercises, 28 conversions, and 25 share withholdings for taxes.

Congress

2 members of Congress traded ZM in the last three years: 5 buys and 3 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K Jun 25, 2025 filed Jul 8, 2025
  2. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K Jun 6, 2025 filed Jul 8, 2025
  3. Jefferson Shreve R-IN-6 Sell $15K–$50K May 12, 2025 filed Jun 22, 2025
  4. Robert P. Bresnahan, Jr. R-PA-8 Buy $1K–$15K Mar 4, 2025 filed Mar 27, 2025
  5. Robert P. Bresnahan, Jr. R-PA-8 Buy $1K–$15K Feb 25, 2025 filed Mar 27, 2025
  6. Robert P. Bresnahan, Jr. R-PA-8 Buy $1K–$15K Jan 28, 2025 filed Feb 13, 2025

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
8-K 5.02,7.01,9.01
10-Q
8-K 2.02,9.01
SCHEDULE 13G/A —
8-K 5.02
8-K 5.07
10-Q
8-K 2.02,9.01

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

13Fs that reported it each quarter. Click a bar for that quarter’s holders.