Bank Julius Baer & Co
ZS icon

Bank Julius Baer & Co’s Zscaler ZS Stock Holding History

Bank Julius Baer & Co’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 		$827K Sell
5,894
-6,002
-50% -$1.06M ﹤0.01% 396
2025
Q4 		$2.69M Sell
11,896
-995
-8% -$281K 0.01% 284
2025
Q3 		$3.86M Sell
12,891
-12,236
-49% -$3.49M 0.01% 268
2025
Q2 		$7.89M Sell
25,127
-4,607
-15% -$1.15M 0.02% 203
2025
Q1 		$6.1M Buy
29,734
+25,096
+541% +$5M 0.02% 230
2024
Q4 		$923K Buy
4,638
+326
+8% +$63.1K ﹤0.01% 320
2024
Q3 		$874K Buy
+4,312
New +$787K ﹤0.01% 297
2024
Q2 		– Sell
-7,948
Closed -$1.53M – 563
2024
Q1 		$1.53M Sell
7,948
-761
-9% -$170K 0.01% 238
2023
Q4 		$1.93M Sell
8,709
-796
-8% -$147K 0.01% 241
2023
Q3 		$1.48M Buy
9,505
+650
+7% +$97.5K 0.01% 227
2023
Q2 		$1.3M Sell
8,855
-857
-9% -$105K 0.01% 244
2023
Q1 		$1.14M Buy
9,712
+1,449
+18% +$174K 0.01% 259
2022
Q4 		$925K Buy
8,263
+529
+7% +$71.9K 0.01% 278
2022
Q3 		$1.27M Sell
7,734
-7,643
-50% -$1.25M 0.01% 227
2022
Q2 		$2.3M Sell
15,377
-2,715
-15% -$480K 0.02% 203
2022
Q1 		$4.37M Sell
18,092
-2,725
-13% -$670K 0.03% 179
2021
Q4 		$6.69M Sell
20,817
-44,974
-68% -$14.2M 0.04% 179
2021
Q3 		$17.3M Sell
65,791
-31,608
-32% -$7.94M 0.11% 128
2021
Q2 		$21M Buy
97,399
+4,628
+5% +$880K 0.13% 119
2021
Q1 		$15.9M Buy
92,771
+49,503
+114% +$9.83M 0.12% 129
2020
Q4 		$8.64M Buy
43,268
+35,212
+437% +$5.6M 0.07% 149
2020
Q3 		$1.13M Sell
8,056
-2,132
-21% -$277K 0.01% 285
2020
Q2 		$1.12M Sell
10,188
-7,747
-43% -$644K 0.01% 257
2020
Q1 		$1.09M Buy
+17,935
New +$987K 0.03% 217

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank Julius Baer & Co's ZS Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Zscaler (ZS) stake by 50% in Q1 2026, selling an estimated $1.06M and leaving 5,894 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Bank Julius Baer & Co first reported a position in ZS in Q1 2020 and has held it in 24 quarters since. The position peaked at $21M in Q2 2021. 748 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Bank Julius Baer & Co held 5,894 shares of Zscaler worth $827K as of Q1 2026.
  • Bank Julius Baer & Co sold 6,002 Zscaler shares in Q1 2026, an estimated $1.06M.
  • Zscaler made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #396 holding.
  • Bank Julius Baer & Co first reported a position in Zscaler in Q1 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Zscaler position peaked at $21M in Q2 2021.
  • 748 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.