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$ZM
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Smart money positioned

16 of the Top-200 alpha managers hold $ZM as of the latest 13F snapshot.

13F holders
809
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

16 holders · Q1 2026

$ZM is held by 16 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.34%, with an average of 0.17% of portfolio. Largest holder: Knightsbridge Asset Management, LLC at 1.34%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Knightsbridge Asset Management, LLC
1.34% NEW
α +24.2pts
02
Oribel Capital Management, LP
0.92% NEW
α +12.0pts
03
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.25% NEW
α +13.4pts
04
Banque Pictet & Cie SA
0.08% held
α +10.3pts
05
Caption Management, LLC
0.07% held
α +15.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 809 · Source: 13F-HR
01
Brightline Capital Management, LLC
0.05% of portfolio
17,072,300 sh
02
Axa S.a.
0.02% of portfolio
7,828,632 sh
03
State Street
0.02% of portfolio
7,582,924 sh
04
ProShare Advisors LLC
0.05% of portfolio
5,907,844 sh
05
Roberts Capital Advisors, LLC
0.23% of portfolio
4,181,467 sh
06
Campbell Newman Asset Management Inc.
0.45% of portfolio
3,938,007 sh
07
Confluence Investment Management LLC
0.71% of portfolio
3,136,350 sh
08
US Bancorp De
0.04% of portfolio
3,072,453 sh
09
Caz Investments LP
0.11% of portfolio
2,600,093 sh
10
One Capital Management, LLC
2.64% of portfolio
2,595,840 sh
See all 809 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 5 filers
05 Feb 2026
Subotovsky Santiago —
▼ SOLD
353
$92.12
S
05 Feb 2026
Subotovsky Santiago —
▼ SOLD
722
$91.10
S
05 Feb 2026
Subotovsky Santiago —
▼ SOLD
554
$90.18
S
05 Feb 2026
Subotovsky Santiago —
▼ SOLD
846
$89.19
S
03 Feb 2026
Yuan Eric S. —
▼ SOLD
134
$93.13
S
03 Feb 2026
Yuan Eric S. —
▼ SOLD
134
$92.22
S
03 Feb 2026
Yuan Eric S. —
▼ SOLD
1,312
$91.56
S
03 Feb 2026
Yuan Eric S. —
▼ SOLD
1,129
$90.41
S
03 Feb 2026
Yuan Eric S. —
▼ SOLD
2,562
$89.50
S
03 Feb 2026
Yuan Eric S. —
▼ SOLD
6,829
$88.50
S
02 Feb 2026
Yuan Eric S. —
▼ SOLD
3,651
$93.82
S
02 Feb 2026
Yuan Eric S. —
▼ SOLD
6,732
$92.92
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ZM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:06 UTC.