Cerity Partners
ZS icon

Cerity Partners’s Zscaler ZS Stock Holding History

Cerity Partners’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 		$2.87M Buy
20,330
+8,607
+73% +$1.2M ﹤0.01% 1383
2026
Q1 		$1.64M Sell
11,723
-47,222
-80% -$8.37M ﹤0.01% 1590
2025
Q4 		$13.3M Buy
58,945
+5,423
+10% +$1.53M 0.02% 532
2025
Q3 		$16M Buy
53,522
+28,364
+113% +$8.09M 0.03% 429
2025
Q2 		$7.9M Buy
25,158
+2,230
+10% +$556K 0.01% 621
2025
Q1 		$4.55M Buy
22,928
+68
+0.3% +$13.6K 0.01% 766
2024
Q4 		$4.12M Buy
22,860
+12,298
+116% +$2.38M 0.01% 790
2024
Q3 		$1.81M Buy
10,562
+4,476
+74% +$817K ﹤0.01% 1135
2024
Q2 		$1.17M Sell
6,086
-468
-7% -$83.3K ﹤0.01% 1151
2024
Q1 		$1.26M Buy
6,554
+969
+17% +$217K ﹤0.01% 1169
2023
Q4 		$1.24M Buy
5,585
+3,455
+162% +$640K ﹤0.01% 917
2023
Q3 		$331K Sell
2,130
-1,338
-39% -$201K ﹤0.01% 1118
2023
Q2 		$507K Sell
3,468
-1,499
-30% -$183K ﹤0.01% 1173
2023
Q1 		$556K Sell
4,967
-8,063
-62% -$967K ﹤0.01% 1246
2022
Q4 		$1.46M Buy
13,030
+8,712
+202% +$1.18M 0.01% 597
2022
Q3 		$710K Buy
4,318
+284
+7% +$46.5K 0.01% 594
2022
Q2 		$603K Buy
4,034
+159
+4% +$28.1K 0.01% 685
2022
Q1 		$935K Buy
3,875
+200
+5% +$49.1K 0.01% 460
2021
Q4 		$1.18M Buy
3,675
+178
+5% +$56.1K 0.02% 414
2021
Q3 		$917K Sell
3,497
-592
-14% -$149K 0.02% 373
2021
Q2 		$883K Buy
4,089
+700
+21% +$133K 0.02% 380
2021
Q1 		$582K Buy
3,389
+895
+36% +$178K 0.01% 422
2020
Q4 		$498K Buy
2,494
+397
+19% +$63.1K 0.02% 415
2020
Q3 		$295K Buy
2,097
+70
+3% +$9.09K 0.01% 411
2020
Q2 		$222K Buy
+2,027
New +$168K 0.01% 403
2020
Q1 		– Sell
-16,735
Closed -$778K – 534
2019
Q4 		$778K Buy
16,735
+500
+3% +$23.2K 0.04% 274
2019
Q3 		$767K Sell
16,235
-2,609
-14% -$188K 0.05% 270
2019
Q2 		$1.44M Buy
+18,844
New +$1.34M 0.09% 191

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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 $3.37T AUM 44.26% 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

Cerity Partners's ZS Position: Q2 2026 in Review

Cerity Partners increased its Zscaler (ZS) stake by 73% in Q2 2026, buying an estimated $1.2M and bringing the position to 20,330 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Cerity Partners first reported a position in ZS in Q2 2019 and has held it in 28 quarters since. The position peaked at $16M in Q3 2025. 691 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Cerity Partners held 20,330 shares of Zscaler worth $2.87M as of Q2 2026.
  • Cerity Partners bought 8,607 Zscaler shares in Q2 2026, an estimated $1.2M.
  • Zscaler made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1383 holding.
  • Cerity Partners first reported a position in Zscaler in Q2 2019 and has held it in 28 quarters since.
  • Cerity Partners's Zscaler position peaked at $16M in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.