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Caerus Investment Advisors’s Zscaler ZS Stock Holding History

Caerus Investment Advisors’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 		$203K Buy
1,444
+396
+38% +$70.2K 0.08% 249
2025
Q4 		$236K Sell
1,048
-2,239
-68% -$632K 0.08% 278
2025
Q3 		$985K Buy
+3,287
New +$937K 0.4% 41

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

Caerus Investment Advisors's ZS Position: Q1 2026 in Review

Caerus Investment Advisors increased its Zscaler (ZS) stake by 38% in Q1 2026, buying an estimated $70.2K and bringing the position to 1,444 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #249.

Caerus Investment Advisors first reported a position in ZS in Q3 2025 and has held it in 3 quarters since. The position peaked at $985K in Q3 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Caerus Investment Advisors held 1,444 shares of Zscaler worth $203K as of Q1 2026.
  • Caerus Investment Advisors bought 396 Zscaler shares in Q1 2026, an estimated $70.2K.
  • Zscaler made up 0.08% of Caerus Investment Advisors's portfolio in Q1 2026, its #249 holding.
  • Caerus Investment Advisors first reported a position in Zscaler in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Zscaler position peaked at $985K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.