Zoom Communications, Inc.
MX ˙ BMV ˙ US98980L1017
SecurityMX:ZM / Zoom Communications, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership24,152 shares
Latest Disclosed Value $ 1,941,596
Stifel Financial Corp reports 14.95% increase in ownership of ZM / Zoom Communications, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 24,152 shares of Zoom Communications, Inc. (MX:ZM) valued at $1,941,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,011 shares of Zoom Communications, Inc.. This represents a change in shares of 14.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 24,152 3,141 14.95 1,942 7.06 0.0004
2026-02-13 2025-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 21,011 1,773 9.22 1,813 14.24 0.0016
2025-11-12 2025-09-30 13F ZOOM COMMUNICATIONS CL A 98980L101 19,238 -553 -2.79 1,587 2.85 0.0014
2025-08-14 2025-06-30 13F ZOOM COMMUNICATIONS CL A 98980L101 19,791 -1,319 -6.25 1,543 -0.90 0.0015
2025-05-14 2025-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 21,110 7,200 51.76 1,557 37.18 0.0017
2025-02-13 2024-12-31 13F ZOOM COMMUNICATIONS CL A 98980L101 13,910 450 3.34 1,135 21.00 0.0012
2024-11-14 2024-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 13,460 -1,602 -10.64 939 5.27 0.0010
2024-08-13 2024-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 15,062 -5,461 -26.61 892 -33.56 0.0010
2024-05-14 2024-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 20,523 -6,333 -23.58 1,342 -30.55 0.0015
2024-02-12 2023-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 26,856 776 2.98 1,931 5.87 0.0024
2023-11-13 2023-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 26,080 1,340 5.42 1,824 8.64 0.0026
2023-08-14 2023-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 24,740 770 3.21 1,679 -5.09 0.0023
2023-05-12 2023-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 23,970 -3,186 -11.73 1,770 -3.81 0.0025
2023-02-13 2022-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 27,156 -8,170 -23.13 1,840 -29.24 0.0028
2022-11-14 2022-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 35,326 2,472 7.52 2,599 -26.75 0.0043
2022-08-15 2022-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 32,854 -25,870 -44.05 3,548 -48.46 0.0056
2022-05-13 2022-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 58,724 22,430 61.80 6,884 3.15 0.0094
2022-02-14 2021-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 36,294 -7,965 -18.00 6,674 -42.34 0.0088
2021-11-15 2021-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 44,259 5,823 15.15 11,574 -22.19 0.0170
2021-08-13 2021-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 38,436 982 2.62 14,875 23.62 0.0223
2021-05-14 2021-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 37,454 11,224 42.79 12,033 36.00 0.0198
2021-02-12 2020-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 26,230 -11,423 -30.34 8,848 -50.02 0.0158
2020-11-16 2020-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 37,653 -3,310 -8.08 17,702 70.44 0.0364
2020-08-14 2020-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 40,963 7,127 21.06 10,386 110.12 0.0239
2020-05-14 2020-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 33,836 17,275 104.31 4,943 337.43 0.0137
2020-02-13 2019-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 16,561 11,884 254.09 1,130 213.02 0.0024
2019-11-19 2019-09-30 13F/A-1 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,677 4,677 361 0.0009
2019-11-13 2019-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,677 361 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.