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Bouvel Investment Partners’s Zscaler ZS Stock Holding History

Bouvel Investment Partners’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
-7,525
Closed -$1.69M – 88
2025
Q4 		$1.69M Buy
7,525
+106
+1% +$29.9K 0.49% 61
2025
Q3 		$2.22M Buy
7,419
+144
+2% +$41.1K 0.68% 57
2025
Q2 		$2.28M Sell
7,275
-10,031
-58% -$2.5M 0.77% 46
2025
Q1 		$2.96M Sell
17,306
-241
-1% -$48K 1.11% 43
2024
Q4 		$3.17M Buy
17,547
+241
+1% +$46.6K 1.14% 37
2024
Q3 		$2.96M Sell
17,306
-70
-0.4% -$12.8K 1.11% 43
2024
Q2 		$3.34M Sell
17,376
-11
-0.1% -$1.96K 1.29% 32
2024
Q1 		$3.35M Sell
17,387
-30
-0.2% -$6.71K 1.45% 27
2023
Q4 		$3.86M Buy
17,417
+776
+5% +$144K 1.8% 15
2023
Q3 		$2.59M Buy
16,641
+76
+0.5% +$11.4K 1.4% 27
2023
Q2 		$2.42M Buy
+16,565
New +$2.02M 1.33% 29

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

Bouvel Investment Partners's ZS Position: Q1 2026 in Review

Bouvel Investment Partners sold out of Zscaler (ZS) in Q1 2026, closing a stake of 7,525 shares — an estimated $1.69M sold.

Bouvel Investment Partners first reported a position in ZS in Q2 2023 and held it in 11 quarters. The position peaked at $3.86M in Q4 2023. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Bouvel Investment Partners reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Bouvel Investment Partners sold 7,525 Zscaler shares in Q1 2026, an estimated $1.69M.
  • Bouvel Investment Partners first reported a position in Zscaler in Q2 2023 and held it in 11 quarters.
  • Bouvel Investment Partners's Zscaler position peaked at $3.86M in Q4 2023.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Bouvel Investment Partners's 13F filing for Q1 2026, filed 10 Apr 2026.