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Capital Impact Advisors’s Zscaler ZS Stock Holding History

Capital Impact 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 		$6.19M Sell
44,102
-97,086
-69% -$17.2M 2.5% 22
2025
Q4 		$31.8M Buy
+141,188
New +$39.9M 2.48% 22
2024
Q3 		– Sell
-4,507
Closed -$866K – 51
2024
Q2 		$866K Buy
+4,507
New +$802K 2.44% 8
2021
Q4 		– Sell
-8,601
Closed -$2.25M – 155
2021
Q3 		$2.25M Sell
8,601
-7,572
-47% -$1.9M 0.89% 48
2021
Q2 		$3.49M Buy
16,173
+12,827
+383% +$2.44M 1.13% 28
2021
Q1 		$574K Sell
3,346
-28,154
-89% -$5.59M 0.2% 94
2020
Q4 		$6.29M Buy
31,500
+9,750
+45% +$1.55M 1.54% 17
2020
Q3 		$3.06M Buy
21,750
+2,250
+12% +$292K 0.91% 39
2020
Q2 		$2.13M Buy
+19,500
New +$1.62M 0.71% 64

Other funds holding ZS

BlackRock
BlackRock New York $5.7T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return