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Capital Performance Advisors’s Zscaler ZS Stock Holding History

Capital Performance 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 		– Sell
-1,554
Closed -$350K – 522
2025
Q4 		$350K Sell
1,554
-69
-4% -$19.5K 0.02% 283
2025
Q3 		$486K Buy
1,623
+287
+21% +$81.8K 0.08% 137
2025
Q2 		$419K Buy
1,336
+55
+4% +$13.7K 0.08% 119
2025
Q1 		$254K Sell
1,281
-203
-14% -$40.5K 0.06% 191
2024
Q4 		$268K Buy
1,484
+919
+163% +$178K 0.09% 105
2024
Q3 		$96.6K Buy
+565
New +$103K 0.03% 204

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

Capital Performance Advisors's ZS Position: Q1 2026 in Review

Capital Performance Advisors sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,554 shares — an estimated $350K sold.

Capital Performance Advisors first reported a position in ZS in Q3 2024 and held it in 6 quarters. The position peaked at $486K in Q3 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Capital Performance Advisors reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,554 Zscaler shares in Q1 2026, an estimated $350K.
  • Capital Performance Advisors first reported a position in Zscaler in Q3 2024 and held it in 6 quarters.
  • Capital Performance Advisors's Zscaler position peaked at $486K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.