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Caldwell Sutter Capital’s Zscaler ZS Stock Holding History

Caldwell Sutter Capital’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
2025
Q2 		– Sell
-10
Closed -$1.98K – 899
2025
Q1 		$1.98K Hold
10
– – ﹤0.01% 733
2024
Q4 		$1.8K Hold
10
– – ﹤0.01% 756
2024
Q3 		$1.71K Hold
10
– – ﹤0.01% 773
2024
Q2 		$1.92K Hold
10
– – ﹤0.01% 760
2024
Q1 		$1.93K Sell
10
-5
-33% -$1.12K ﹤0.01% 761
2023
Q4 		$3.32K Buy
+15
New +$2.78K ﹤0.01% 684

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Sutter Capital's ZS Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of Zscaler (ZS) in Q2 2025, closing a stake of 10 shares — an estimated $1.98K sold.

Caldwell Sutter Capital first reported a position in ZS in Q4 2023 and held it in 6 quarters. The position peaked at $3.32K in Q4 2023. 904 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 10 Zscaler shares in Q2 2025, an estimated $1.98K.
  • Caldwell Sutter Capital first reported a position in Zscaler in Q4 2023 and held it in 6 quarters.
  • Caldwell Sutter Capital's Zscaler position peaked at $3.32K in Q4 2023.
  • 904 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.