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Coldstream Capital Management’s Zscaler ZS Stock Holding History

Coldstream Capital 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
2026
Q1 		$281K Sell
2,005
-832
-29% -$148K ﹤0.01% 967
2025
Q4 		$638K Buy
2,837
+297
+12% +$83.8K 0.01% 611
2025
Q3 		$761K Buy
2,540
+17
+0.7% +$4.85K 0.01% 549
2025
Q2 		$792K Buy
2,523
+50
+2% +$12.5K 0.01% 484
2025
Q1 		$491K Buy
2,473
+325
+15% +$64.8K 0.01% 610
2024
Q4 		$388K Sell
2,148
-133
-6% -$25.7K 0.01% 708
2024
Q3 		$397K Buy
2,281
+761
+50% +$139K 0.01% 701
2024
Q2 		$292K Buy
1,520
+121
+9% +$21.5K 0.01% 768
2024
Q1 		$269K Buy
1,399
+182
+15% +$40.7K 0.01% 808
2023
Q4 		$270K Buy
+1,217
New +$225K 0.01% 750
2022
Q1 		– Sell
-736
Closed -$236K – 881
2021
Q4 		$236K Buy
+736
New +$232K 0.01% 721

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $871B AUM 31.28% 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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's ZS Position: Q1 2026 in Review

Coldstream Capital Management reduced its Zscaler (ZS) stake by 29% in Q1 2026, selling an estimated $148K and leaving 2,005 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Coldstream Capital Management first reported a position in ZS in Q4 2021 and has held it in 11 quarters since. The position peaked at $792K in Q2 2025. 748 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Coldstream Capital Management held 2,005 shares of Zscaler worth $281K as of Q1 2026.
  • Coldstream Capital Management sold 832 Zscaler shares in Q1 2026, an estimated $148K.
  • Zscaler made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #967 holding.
  • Coldstream Capital Management first reported a position in Zscaler in Q4 2021 and has held it in 11 quarters since.
  • Coldstream Capital Management's Zscaler position peaked at $792K in Q2 2025.
  • 748 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.