Zoom (ZM) Grew Enterprise Revenue 7.8% but Online Revenue Only 0.6%. Can AI Restore Broader Growth?
Zoom Communications, Inc. (NASDAQ:ZM) reported fiscal second-quarter 2027 revenue of $1.28 billion, up 4.9% year over year.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 6,530,217 | $563,427,166 | -22% | 0.2% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,863,444 | $247,143,852 | +11% | 0.11% |
| 3. | Rubric Capital Management David Rosen | 2,766,009 | $238,734,237 | +177% | 2.19% |
| 4. | D E Shaw D. E. Shaw | 2,736,806 | $236,213,725 | +288% | 0.11% |
| 5. | 2,600,700 | $224,466,417 | +137% | 0.56% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.00 | 350,000 | $12,600,000.00 | 350,000 | 2019-04-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $96.37 | 206 | $19,852.63 | 149,265 | 2026-09-10 | Filing | |
| $95.76 | 2,384 | $228,288.26 | 149,471 | 2026-09-10 | Filing | |
| $96.95 | 845 | $81,918.61 | 124,423 | 2026-09-08 | Filing | |
| $96.48 | 1,792 | $172,886.07 | 125,268 | 2026-09-08 | Filing | |
| $91.98 | 7,644 | $703,089.00 | 148,403 | 2026-07-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,017,253 | $1,555,069,066 | 0.02% | |
| 2. | 13,108,114 | $1,131,361,319 | 0.05% | |
| 3. | 11,542,227 | $996,209,612 | 0.02% | |
| 4. | 8,561,233 | $737,464,763 | 0.04% | |
| 5. | 7,970,328 | $687,919,010 | 0.07% |