AssetMark Inc
ZS icon

AssetMark Inc’s Zscaler ZS Stock Holding History

AssetMark Inc’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
2026
Q3 		$418K Buy
2,095
+80
+4% +$13.6K ﹤0.01% 1288
2026
Q2 		$284K Buy
2,015
+1,133
+128% +$158K ﹤0.01% 1345
2026
Q1 		$124K Sell
882
-116
-12% -$20.6K ﹤0.01% 1472
2025
Q4 		$224K Buy
998
+154
+18% +$43.5K ﹤0.01% 1281
2025
Q3 		$253K Buy
844
+282
+50% +$80.4K ﹤0.01% 1217
2025
Q2 		$176K Buy
562
+454
+420% +$113K ﹤0.01% 1251
2025
Q1 		$21.4K Buy
108
+42
+64% +$8.37K ﹤0.01% 1693
2024
Q4 		$11.9K Buy
66
+57
+633% +$11K ﹤0.01% 1758
2024
Q3 		$1.54K Buy
9
+7
+350% +$1.28K ﹤0.01% 1927
2024
Q2 		$384 Buy
+2
New +$356 ﹤0.01% 1947
2022
Q2 		– Sell
-1
Closed – – 1705
2022
Q1 		$0 Buy
+1
New +$246 ﹤0.01% 1773

Other funds holding ZS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

AssetMark Inc's ZS Position: Q3 2026 in Review

AssetMark Inc increased its Zscaler (ZS) stake by 4% in Q3 2026, buying an estimated $13.6K and bringing the position to 2,095 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

AssetMark Inc first reported a position in ZS in Q1 2022 and has held it in 11 quarters since. 384 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • AssetMark Inc held 2,095 shares of Zscaler worth $418K as of Q3 2026.
  • AssetMark Inc bought 80 Zscaler shares in Q3 2026, an estimated $13.6K.
  • Zscaler made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1288 holding.
  • AssetMark Inc first reported a position in Zscaler in Q1 2022 and has held it in 11 quarters since.
  • 384 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.