AF
ZS icon

Apexium Financial’s Zscaler ZS Stock Holding History

Apexium Financial’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$300K Hold
1,000
– – 0.01% 242
2025
Q2 		$314K Buy
+1,000
New +$249K 0.02% 229
2024
Q2 		– Sell
-1,225
Closed -$236K – 235
2024
Q1 		$236K Buy
1,225
+225
+23% +$50.3K 0.02% 202
2023
Q4 		$222K Buy
+1,000
New +$185K 0.02% 248

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Apexium Financial's ZS Position: Q3 2025 in Review

Apexium Financial held its Zscaler (ZS) position steady in Q3 2025 at 1,000 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #242.

Apexium Financial first reported a position in ZS in Q4 2023 and has held it in 4 quarters since. The position peaked at $314K in Q2 2025. 907 funds tracked by Wall St. Rank hold ZS as of Q3 2025.

  • Apexium Financial held 1,000 shares of Zscaler worth $300K as of Q3 2025.
  • Apexium Financial left its Zscaler share count unchanged in Q3 2025.
  • Zscaler made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #242 holding.
  • Apexium Financial first reported a position in Zscaler in Q4 2023 and has held it in 4 quarters since.
  • Apexium Financial's Zscaler position peaked at $314K in Q2 2025.
  • 907 funds tracked by Wall St. Rank held Zscaler as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.