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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
Q2 		$328K Buy
2,321
+316
+16% +$44.1K ﹤0.01% 923
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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 $3.38T AUM 44.17% 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

Coldstream Capital Management's ZS Position: Q2 2026 in Review

Coldstream Capital Management increased its Zscaler (ZS) stake by 16% in Q2 2026, buying an estimated $44.1K and bringing the position to 2,321 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Coldstream Capital Management first reported a position in ZS in Q4 2021 and has held it in 12 quarters since. The position peaked at $792K in Q2 2025. 748 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Coldstream Capital Management held 2,321 shares of Zscaler worth $328K as of Q2 2026.
  • Coldstream Capital Management bought 316 Zscaler shares in Q2 2026, an estimated $44.1K.
  • Zscaler made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #923 holding.
  • Coldstream Capital Management first reported a position in Zscaler in Q4 2021 and has held it in 12 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 Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.