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Atomi Financial Group’s Zscaler ZS Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-1,511
Closed -$340K – 1336
2025
Q4 		$340K Sell
1,511
-636
-30% -$180K 0.01% 874
2025
Q3 		$643K Sell
2,147
-9
-0.4% -$2.57K 0.02% 542
2025
Q2 		$677K Buy
2,156
+1,015
+89% +$253K 0.03% 467
2025
Q1 		$226K Buy
+1,141
New +$227K 0.01% 916
2024
Q1 		– Sell
-19,905
Closed -$4.41M – 770
2023
Q4 		$4.41M Buy
19,905
+854
+4% +$158K 0.61% 28
2023
Q3 		$2.96M Hold
19,051
– – 0.99% 13
2023
Q2 		$2.79M Buy
19,051
+89
+0.5% +$10.9K 1.27% 8
2023
Q1 		$2.22M Buy
+18,962
New +$2.27M 1.24% 14

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atomi Financial Group's ZS Position: Q1 2026 in Review

Atomi Financial Group sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,511 shares — an estimated $340K sold.

Atomi Financial Group first reported a position in ZS in Q1 2023 and held it in 8 quarters. The position peaked at $4.41M in Q4 2023. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Atomi Financial Group reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 1,511 Zscaler shares in Q1 2026, an estimated $340K.
  • Atomi Financial Group first reported a position in Zscaler in Q1 2023 and held it in 8 quarters.
  • Atomi Financial Group's Zscaler position peaked at $4.41M in Q4 2023.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.