Zoom Communications Inc. (ZM): A Bull Case Theory
We came across a bullish thesis on Zoom Communications Inc. on Value investing subreddit by mrmrmrj. In this article, we will summarize the bulls’ thesis on ZM.
Zoom Communications Inc. (ZM)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 8,477,057 | $699,357,165 | +24% | 0.45% |
| 2. | Renaissance Technologies Jim Simons | 4,005,148 | $330,424,710 | +12% | 0.44% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,645,846 | $218,282,295 | +47% | 0.14% |
| 4. | Evergreen Quality Fund Hillhouse Investment Management | 1,278,600 | $105,484,500 | 2.34% | |
| 5. | GLG Partners Noam Gottesman | 1,198,861 | $98,906,033 | +108% | 0.17% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $87.84 | 2,595 | $227,944.80 | 133,659 | 2025-12-10 | Filing | |
| $86.46 | 488 | $42,190.58 | 147,694 | 2025-12-04 | Filing | |
| $85.96 | 1,987 | $170,793.98 | 148,182 | 2025-12-04 | Filing | |
| $86.08 | 104 | $8,952.38 | 0 | 2025-12-03 | Filing | |
| $85.66 | 70,506 | $6,039,755.48 | 104 | 2025-12-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 25,937,601 | $2,139,852,083 | 0.03% | |
| 2. | 16,557,052 | $1,365,956,805 | 0.02% | |
| 3. | 10,354,951 | $854,283,496 | 0.04% | |
| 4. | 7,219,148 | $595,579,710 | 0.02% | |
| 5. | 5,146,528 | $424,588,742 | 0.02% |
News See All
Zoom Communications (ZM) Hits New Record High After Q3 Blowout, Upbeat Outlook
“Zoom is continuing to build on our vision of an AI‑first platform that helps people connect and collaborate more seamlessly,” said Zoom Communications Inc. (NASDAQ:ZM) CEO Eric Yuan.
Zoom Communications, Inc. (NASDAQ:ZM) Q3 2026 Earnings Call Transcript
Operator: Hello, everyone. We'll get started shortly. Hello, and welcome to Zoom's Q3 FY26 earnings release webinar. As a reminder, today's webinar is being recorded.
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