Clear Creek Financial Management’s Zscaler ZS Stock Holding History

Clear Creek Financial Management’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	-2,386	Closed	-$473K	–	584
2025 Q1	$473K	Buy	2,386 +125	+6%	+$24.9K	0.05%	317
2024 Q4	$408K	Buy	2,261 +109	+5%	+$21.1K	0.04%	327
2024 Q3	$368K	Buy	2,152 +98	+5%	+$17.9K	0.04%	315
2024 Q2	$395K	Buy	+2,054	New	+$366K	0.05%	286
2021 Q1	–	Sell	-6,909	Closed	-$1.38M	–	283
2020 Q4	$1.38M	Buy	+6,909	New	+$1.1M	0.27%	81
2020 Q3	–	Sell	-2,717	Closed	-$297K	–	274
2020 Q2	$297K	Buy	+2,717	New	+$226K	0.08%	179

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Creek Financial Management's ZS Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Zscaler (ZS) in Q2 2025, closing a stake of 2,386 shares — an estimated $473K sold.

Clear Creek Financial Management first reported a position in ZS in Q2 2020 and held it in 6 quarters. The position peaked at $1.38M in Q4 2020. 904 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

Clear Creek Financial Management reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 2,386 Zscaler shares in Q2 2025, an estimated $473K.
Clear Creek Financial Management first reported a position in Zscaler in Q2 2020 and held it in 6 quarters.
Clear Creek Financial Management's Zscaler position peaked at $1.38M in Q4 2020.
904 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.