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Burney Company’s Zscaler ZS Stock Holding History

Burney Company’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
-1,433
Closed -$322K – 663
2025
Q4 		$322K Sell
1,433
-68
-5% -$19.2K 0.01% 513
2025
Q3 		$450K Sell
1,501
-859
-36% -$245K 0.01% 433
2025
Q2 		$741K Sell
2,360
-144
-6% -$35.9K 0.03% 348
2025
Q1 		$497K Sell
2,504
-411
-14% -$81.9K 0.02% 423
2024
Q4 		$526K Sell
2,915
-35,177
-92% -$6.81M 0.02% 418
2024
Q3 		$6.51M Buy
38,092
+31,166
+450% +$5.69M 0.23% 103
2024
Q2 		$1.33M Buy
+6,926
New +$1.23M 0.05% 279

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

Burney Company's ZS Position: Q1 2026 in Review

Burney Company sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,433 shares — an estimated $322K sold.

Burney Company first reported a position in ZS in Q2 2024 and held it in 7 quarters. The position peaked at $6.51M in Q3 2024. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Burney Company reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 1,433 Zscaler shares in Q1 2026, an estimated $322K.
  • Burney Company first reported a position in Zscaler in Q2 2024 and held it in 7 quarters.
  • Burney Company's Zscaler position peaked at $6.51M in Q3 2024.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.