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Cape Investment Advisory’s Zscaler ZS Stock Holding History

Cape Investment Advisory’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
Q2 		$5.65K Buy
+40
New +$5.58K ﹤0.01% 998
2024
Q1 		– Sell
-44
Closed -$9.75K – 1191
2023
Q4 		$9.75K Buy
+44
New +$8.15K ﹤0.01% 671

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cape Investment Advisory's ZS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Zscaler (ZS) in Q2 2026: 40 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ZS as recently as Q4 2023.

Cape Investment Advisory first reported a position in ZS in Q4 2023 and has held it in 2 quarters since. The position peaked at $9.75K in Q4 2023. 748 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Cape Investment Advisory held 40 shares of Zscaler worth $5.65K as of Q2 2026.
  • Zscaler was a new Cape Investment Advisory position in Q2 2026.
  • Zscaler made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #998 holding.
  • Cape Investment Advisory first reported a position in Zscaler in Q4 2023 and has held it in 2 quarters since.
  • Cape Investment Advisory's Zscaler position peaked at $9.75K in Q4 2023.
  • 748 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.