GetCoattail Research — The Filing Tape #134. Zoom surfaced on a meme-stock watch list this week with mentions up 190%, and the filings show a tracked register of just two names: 2 of the 147 superinvestors held the stock at June 30, 2026, and one of them — Rubric Capital Management, with a verified increase of 176.3% — is 99.1% of the tracked stake. Insiders have never bought a share in the parsed record, Congress has no recorded transaction in any aggregate, and the borrow sits 63.0% below its 2023 peak.
The Hype
Zoom's attention this week is a mention spike, not a price move. The stock appears on AltIndex's meme-stocks list — a live ranking built from social-media mention volume — where Zoom Communications sits in the list's upper tier with 29 mentions, a 190% jump in mentions, and a "Bullish" community-sentiment tag, on a list updated October 19, 2026. AltIndex Our own price file shows a quieter tape underneath: the stock rose 7.4% in the second quarter, from $80.39 on March 31 to $86.31 on June 30, and closed at $92.88 on October 2 — up 7.6% year to date, but still 17.0% below the last 252 sessions' highest close, $111.88 on June 2, 2026. A near-tripling of mentions on a stock that has moved in single digits: the question the filings can answer is who was actually holding it, and in what size, while the chatter built.
The Tape
For Zoom — the one hundred and thirty-fourth Filing Tape audit — the tape shows a two-name tracked register in which one holder is effectively the whole cohort, a broad market that added filers and shares, an insider record with no purchase against 232 sales, a Congress lens that is entirely blank, a six-filing passive 5% register whose maximum is a restructured Vanguard print, and a borrow that has traded in a narrow band all year.
| Lens | As of | What the filings show | Direction vs prior period |
|---|---|---|---|
| Superinvestors (13F) | Jun 30, 2026 | 2 holders of 147 tracked managers hold 2,790,805 shares; top holder is 99.1% of the tracked stake | 1 INCREASED (verified +176.3% vs Q1), 1 NEW; no exits |
| All institutions (13F) | Jun 30, 2026 | 872 filers; 200,788,038 shares; reported value $17,699,237,455 | Filers +63; shares +19.28%; reported value +29.11% |
| Insiders (Form 4) | Oct 2, 2026 | No purchase in the full parsed record; 232 sales across 118 filings | Last 90 days: 0 purchases, 34 sales; last year: 0 purchases, 182 sales |
| Congress | Oct 3, 2026 | None — no row in the combined, House or Senate aggregates | No recorded transactions in any of the three aggregates |
| 13D/G | Jul 31, 2026 | 6 parsed filings (0 SC 13D family, 6 SC 13G family); register maximum 10.15% | Latest filing Jul 31, 2026 prints Vanguard Portfolio Management at 4.96%, as of Jun 30, 2026 |
| Short interest (FINRA) | Sep 15, 2026 | 7,058,003 shares; 2.35% of shares outstanding; 2.59 days to cover | 63.0% below the series peak set Jun 30, 2023; up 35.4% from a year ago |
Lens 1 — the superinvestors: two June holders, and one of them is 99.1% of the stake. We track 149 managers whose 13F portfolios we collect from SEC EDGAR — 147 are in the collection (144 at a June 30 period-end, 3 early filers at September 30, none of them holding this name, so there is no period split) — and the June 30, 2026 register for the common stock (CUSIP 98980L101) is 2 distinct managers holding 2,790,805 shares worth $240,874,380, long only, with no option rows and no debt rows: 1 labelled INCREASED and 1 NEW, with no exits. Rubric Capital Management is the register: 2,766,009 shares worth $238,734,237 — 99.1% of the tracked stake — at a 2.19% portfolio weight, labelled INCREASED +176.3%. The label verifies exactly under two register methods that agree (methodology): Rubric held 1,001,006 shares at March 31 and 2,766,009 at June 30 (+176.3% recomputed). The only other holder is Torray Funds, NEW with 24,796 shares worth $2,140,143 at a 0.29% weight — 0.9% of the tracked stake. The full register reconciles with no residual: 1,001,006 shares at March 31 (the verified continuing position alone; there were no exits) moving to 2,790,805 at June 30, a register change of +178.8% once Torray's new position is added. Both rows imply $86.31, exactly the June 30 close. 13F figures are as of June 30, 2026, published up to 45 days later.
Lens 2 — institutions: 63 more filers, and 19.28% more shares. At June 30, 2026, 872 institutions reported positions, up 63 from 809 at March 31 (+7.79%); 864 are long. Reported shares rose 19.28%, from 168,338,548 to 200,788,038 (+32,449,490 shares). Reported value rose 29.11% to $17,699,237,455, labelled "reported" because the aggregate includes option rows (methodology), in a quarter when the price itself rose 7.4%. Flow counts agree: 789 entered, 726 exited, net +63, and the by-CUSIP row matches the by-ticker row on every field. The reported value implies $88.15 against a June 30 close of $86.31 (+2.13%).
Lens 3 — insiders: no purchase in the entire parsed record, against 232 sales. The parsed Form 4 record holds 118 filings through October 2, 2026, and it contains no purchase transaction at all: the buy count is zero in the 90-day window, in the one-year window and across the full record. Sales run the other way. The last 90 days hold 34 sales: 138,137 shares for $13,043,249.88, by 5 sellers, 22 of the 34 officer sales. The one-year window holds 182 sales — 1,270,749 shares for $109,765,336.33, by 6 sellers — and the full record holds 232 sales for $174,793,858.13 (9 sellers, 154 of them officer sales). The implied sale prices sit inside their windows' price ranges on our file in every window ($94.42 over the last 90 days), so the share counts are cited for all three windows.
Lens 4 — Congress: none. This lens is blank in full: the combined aggregate (as of October 3, 2026), the House aggregate (as of October 3, 2026) and the Senate aggregate (as of October 1, 2026) each carry no row for this ticker. No member of either chamber has a recorded transaction in this name in the aggregates we collect, so there is nothing to count: the table prints "None" because the register itself is empty, not because the data is missing.
Lens 5 — the 5% register: 6 filings, every one of them passive, maximum 10.15%. Our full parse holds 6 SC 13D/G filings matching the site aggregate — 0 SC 13D family and 6 SC 13G family (2 SC 13G, 4 SC 13G/A); 4 amendments, 4 reporter names across 6 reporter rows. The maximum is 10.15%: The Vanguard Group printed 26,967,154 shares at 10.15% as of December 31, 2025 (filed January 7, 2026, SC 13G/A). The same reporter then printed 0 shares and 0.0% as of March 13, 2026 (filed March 27, 2026), and two successor Vanguard entities print in its place: Vanguard Capital Management at 13,809,722 shares and 5.19% and Vanguard Portfolio Management at 13,442,768 shares and 5.05%, both as of March 31, 2026. The register's latest filing is Vanguard Portfolio Management at 13,143,833 shares and 4.96% as of June 30, 2026 (filed July 31, 2026, SC 13G/A). The remaining print is BlackRock, Inc. at 17,464,094 shares and 6.7% as of December 31, 2024.
Lens 6 — short interest: a 2023 peak, a 2026 plateau. The latest FINRA settlement, September 15, 2026, records 7,058,003 shares sold short — 2.35% of the 300,503,787 shares outstanding — at 2.59 days to cover, down 1.03% from the prior settlement. The series peak is 19,090,666 shares on June 30, 2023, across all 137 settlements in the series, which begins January 15, 2021; the latest reading sits 63.0% below it. Against June 30, 2026 (7,153,280) the latest is down 1.3%; against a year ago (5,211,126 on September 15, 2025) it is up 35.4%. The recent path barely moves: 7,153,280 (June 30), 7,130,735 (July 15), 7,214,118 (July 31), 7,250,683 (August 14), 7,131,426 (August 31) and 7,058,003 (September 15) — three falls and two rises, every reading inside a band of roughly 7.0 to 7.3 million shares. The series carries no step of 2x or more in either direction, and no split flags, across its whole run (methodology).
The Gap
The narrative arriving this week is a social one: mentions up 190%, a "Bullish" tag, a place on a meme-stock list. The June tape is narrower than the chatter. The broad market did add — 63 more filers and 19.28% more shares in a quarter when the price rose 7.4% — but the tracked register is two names, and one of them, Rubric, is 99.1% of it; strip out that single verified increase and the tracked cohort is a 24,796-share new position. Inside the company, the record holds no purchase ever against 232 sales, $13,043,249.88 of them in the last 90 days. Congress is absent entirely — not quiet, absent: no row in any of the three aggregates. The 5% register holds six passive prints, its 10.15% maximum a Vanguard Group position that the same complex has since re-printed as two entities of roughly 5% each. And the borrow has sat in the same narrow band all year, 63.0% below its 2023 peak. One plausible reading is that the mention spike landed on a stock whose recorded ownership barely changed hands in the quarter — one fund nearly tripling a position is a fact about one fund, and the filings show nothing broader arriving with the attention.
What Would Change the Picture
Nothing above is a recommendation. These filings would change it:
- 1. The 2026Q3 13F season (filing window closing mid-November 2026). The tracked register has exactly two names and one of them is 99.1% of the stake. Whether Rubric's 2,766,009 shares are held, added to or cut — and whether any third tracked manager appears — decides whether this lens stays a one-holder story.
- 2. A first insider purchase in the record. The record holds 0 purchases in 118 filings — and 232 sales totalling $174,793,858.13. A first recorded purchase, at any size, would change this lens.
- 3. A first Congress row in any aggregate. The combined, House and Senate aggregates all carry no row for this name. A transaction recorded by any member, in either chamber, would change this lens from none to something.
- 4. A first SC 13D filing, or a new 5% print above 10.15%. All six filings in this register are 13G-family filings. A first activist-form filing, or any print above The Vanguard Group's 10.15% maximum, would change this lens.
- 5. Short interest out of its 2026 band. The borrow stands at 7,058,003 shares, inside the roughly 7.0–7.3 million range of the last six settlements and 63.0% below the 2023 peak of 19,090,666. A reading above that band — or a fall below the series minimum of 4,901,189 — would end a year of standing still.
Related reading: Eight of 147: One Holder Is 99.1% of the Superinvestors' Altria Stake. Its Insiders Have Bought Once. — Filing Tape #133; Eighteen of 147: Berkshire Hathaway Is 90.9% of the Superinvestors' Chevron Stake — and It Did Not Move. Its Insiders Have Never Bought. — Filing Tape #132. Zoom's own page: Zoom (ZM) on GetCoattail.
Methodology and data notes
- As-of & limits: The lenses rest on different clocks, none live: 13F is a June 30, 2026 snapshot published up to 45 days later; Form 4 runs through October 2, 2026; Congress aggregates run through October 3, 2026 (Senate through October 1, 2026); 13D/G through July 31, 2026; short interest through September 15, 2026; the price file ends October 2, 2026. Six limits are specific to this audit. First, the roster expanded before the recent audits — from 85 managers (83 filing) to 149 (147 filing) — so "of 147" counts are not comparable to earlier pieces' "of 83" figures. Second, this name carries no period split: both tracked holders sit on a June 30, 2026 period-end and none of the three September 30, 2026 early filers holds this name, so every tracked figure here is a single-date figure. Third, there is no stock split anywhere in this audit's windows: our price file shows no single-day move of 1.5x or more (or 0.6x or less) across its whole run, and no FINRA row in the short-interest series carries a split flag, so the filings' change labels and share counts are compared as filed — Rubric's +176.3% label recomputes exactly from the March register. Fourth, the site's insider aggregate disagrees with the full parse on the 90-day window for this name — 22 sales and $6,745,201.42 with 3 sellers on the site against 34 sales and $13,043,249.88 with 5 sellers in the full parse, with the same zero purchases — so the full parse is the basis here and the disagreement is stated rather than smoothed over. Fifth, the short-interest series is keyed by symbol, and the issuer-name field changes spelling mid-series — "Zoom Video Communications, Inc" through the November 15, 2024 settlement, "Zoom Communications, Inc. Clas" from November 29, 2024 — reflecting the company's name change; the two spellings cover consecutive, non-overlapping settlements with no duplicated dates, so the series is one continuous record. Sixth, the 2.35% short-interest share uses the fundamentals file's 300,503,787 shares outstanding, which that file records as a weighted-average basic share count as of January 31, 2026; our price file begins June 1, 2021, so every price statement in this audit is mechanical, a date and a close from that file. The AltIndex meme-stock listing (updated October 19, 2026) postdates the 13F snapshot and the short-interest series; it is known to this audit only from outside coverage, not from our own files, and none of its figures are cited here beyond the listing itself, reported as screen content in The Hype; every price figure here is from our own price file.
- Market context sources: the AltIndex meme-stocks list (accessed October 19, 2026), on which Zoom Communications appeared in the upper tier with 29 mentions, a 190% increase in mentions and a "Bullish" sentiment tag. Figures we could not confirm were left out; the external items above are reported speech from that outlet, not GetCoattail measurements.
- Zoom is in the GetCoattail stock-page universe: Zoom (ZM) stock page. Series data: zm_lens_data.csv · zm_short_interest_series.csv. Earlier audits: KLA · Vulcan Materials.
Past patterns are not a promise of future results. For education only — not investment advice.
This article describes public filings as of the dates stated. It is not investment advice and makes no recommendation. Filings lag reality: 13F positions are as of June 30, 2026, and later trading is not yet public.
Revision history: v1.0 — October 20, 2026: first publication.