证券记录 · 已归档季度
ZM
Zoom Communications, Inc. · Technology · Software - Application
18被追踪持有人
-1Δ持有人
87.68M持有股份
$6.84B报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -5.3% ·
股份流向 +2.7% ·
净新建仓位 -5.6%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 831.50K | $74.80M | n/a | −1 |
| Q2 2026 | 156 | +2 | 150.28M | $12.97B | +5 | −4 |
| Q1 2026 | 158 | 0 | 144.42M | $11.58B | +4 | −5 |
| Q4 2025 | 157 | +1 | 164.23M | $14.16B | +2 | n/a |
| Q3 2025 | 21 | +1 | 98.92M | $8.16B | +1 | −1 |
| Q2 2025 | 18 | -1 | 87.68M | $6.84B | n/a | −1 |
| Q1 2025 | 16 | 0 | 33.32M | $2.45B | +1 | −1 |
| Q4 2024 | 16 | -1 | 37.76M | $3.08B | n/a | −1 |
| Q3 2024 | 16 | 0 | 27.58M | $1.92B | +1 | −1 |
| Q2 2024 | 16 | n/a | 23.50M | $1.39B | n/a | n/a |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 24.95M | n/a | $1.95B | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (被动) | 16.63M | n/a | $1.30B | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 3 | Fidelity (FMR) ✦ | 10.47M | n/a | $816.10M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | State Street Global Advisors ✦ (被动) | 7.19M | +6.0% | $560.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (被动) | 6.92M | +11.5% | $540.00M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 6.87M | -7.2% | $535.23M | 0.4% | ▼ Trim | 5 | SEC ↗ ×8 |
| 7 | Geode Capital Management ✦ (被动) | 4.80M | +0.5% | $373.50M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Renaissance Technologies ✦ | 3.60M | -0.9% | $280.74M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 1.81M | +48.9% | $141.09M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 10 | PRIMECAP Management ✦ | 1.18M | -1.7% | $92.21M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 11 | Millennium Management ✦ | 913.35K | +1246.1% | $71.22M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 858.01K | +54.5% | $66.91M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 840.05K | -8.5% | $65.51M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 238.84K | +75.4% | $18.63M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 228.07K | +2.7% | $17.79M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 16 | Bridgewater Associates ✦ | 125.24K | +710.1% | $9.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Marshall Wace ✦ | 35.40K | +97.8% | $2.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Wellington Management ✦ | 21.38K | -31.1% | $1.67M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Two Sigma Investments | $10.48M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 811 持有人, 186.71M 股份, $13.94B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Oct 12
Sankarlingam Velchamy
Officer · 2.35K 股 · $231,388
Oct 12
Sankarlingam Velchamy
Officer · 5.30K 股 · $527,487
Oct 12
Chang Michelle
Officer · 5.75K 股 · $573,789
Oct 12
Chang Michelle
Officer · 2.74K 股 · $270,552
Oct 08
McMaster Herbert Raymond
Director · 3.00K 股 · $284,120
Oct 06
Yuan Eric S.
Officer, Director · 11.90K 股 · $1.12M
Oct 06
Yuan Eric S.
Officer, Director · 204 股 · $19,297
Oct 05
Yuan Eric S.
Officer, Director · 588 股 · $55,391
Oct 05
Yuan Eric S.
Officer, Director · 11.51K 股 · $1.08M
Oct 05
Subotovsky Santiago
Director · 112 股 · $10,555
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Jul 31
SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据