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Avalon Global Asset Management’s Zscaler ZS Stock Holding History

Avalon Global Asset Management’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 		$14M Sell
100,000
-20,000
-17% -$3.55M 1.94% 22
2025
Q4 		$27M Buy
+120,000
New +$33.9M 4.37% 5
2022
Q4 		– Sell
-30,000
Closed -$4.93M – 34
2022
Q3 		$4.93M Buy
+30,000
New +$4.91M 2.25% 25
2020
Q2 		– Sell
-23,500
Closed -$1.43M – 58
2020
Q1 		$1.43M Buy
+23,500
New +$1.29M 0.67% 40

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avalon Global Asset Management's ZS Position: Q4 2025 in Review

Avalon Global Asset Management sold out of Zscaler (ZS) in Q4 2025, closing a stake of 50,000 shares — an estimated $14.1M sold.

Avalon Global Asset Management first reported a position in ZS in Q2 2025 and held it in 2 quarters. The position peaked at $15M in Q3 2025. 885 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Avalon Global Asset Management reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Avalon Global Asset Management sold 50,000 Zscaler shares in Q4 2025, an estimated $14.1M.
  • Avalon Global Asset Management first reported a position in Zscaler in Q2 2025 and held it in 2 quarters.
  • Avalon Global Asset Management's Zscaler position peaked at $15M in Q3 2025.
  • 885 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Avalon Global Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.