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Concurrent Investment Advisors’s Zscaler ZS Stock Holding History

Concurrent Investment 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
Q2 		$852K Buy
6,033
+4,495
+292% +$627K 0.01% 1096
2026
Q1 		$216K Buy
+1,538
New +$273K ﹤0.01% 1708
2025
Q4 		– Sell
-5,143
Closed -$1.54M – 1859
2025
Q3 		$1.54M Buy
+5,143
New +$1.47M 0.03% 529

Other funds holding ZS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Concurrent Investment Advisors's ZS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Zscaler (ZS) stake by 292% in Q2 2026, buying an estimated $627K and bringing the position to 6,033 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #1096.

Concurrent Investment Advisors first reported a position in ZS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q3 2025. 260 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Concurrent Investment Advisors held 6,033 shares of Zscaler worth $852K as of Q2 2026.
  • Concurrent Investment Advisors bought 4,495 Zscaler shares in Q2 2026, an estimated $627K.
  • Zscaler made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1096 holding.
  • Concurrent Investment Advisors first reported a position in Zscaler in Q3 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Zscaler position peaked at $1.54M in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.