Creative Planning’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45.9M | Buy |
324,922
+164,375
| +102% | +$22.9M | 0.03% | 258 |
|
|
2026
Q1 | $22.5M | Buy |
160,547
+13,008
| +9% | +$2.31M | 0.02% | 397 |
|
|
2025
Q4 | $33.2M | Buy |
147,539
+44,964
| +44% | +$12.7M | 0.02% | 270 |
|
|
2025
Q3 | $30.7M | Buy |
102,575
+13,261
| +15% | +$3.78M | 0.02% | 272 |
|
|
2025
Q2 | $28M | Sell |
89,314
-18,660
| -17% | -$4.65M | 0.02% | 266 |
|
|
2025
Q1 | $21.4M | Sell |
107,974
-10,121
| -9% | -$2.02M | 0.02% | 310 |
|
|
2024
Q4 | $21.3M | Sell |
118,095
-30,439
| -20% | -$5.89M | 0.02% | 282 |
|
|
2024
Q3 | $25.4M | Buy |
148,534
+10,551
| +8% | +$1.93M | 0.03% | 237 |
|
|
2024
Q2 | $26.5M | Buy |
137,983
+13,978
| +11% | +$2.49M | 0.03% | 224 |
|
|
2024
Q1 | $23.9M | Buy |
124,005
+18,887
| +18% | +$4.23M | 0.03% | 227 |
|
|
2023
Q4 | $23.3M | Sell |
105,118
-12,755
| -11% | -$2.36M | 0.04% | 216 |
|
|
2023
Q3 | $18.3M | Sell |
117,873
-600
| -0.5% | -$90K | 0.02% | 254 |
|
|
2023
Q2 | $17.3M | Buy |
118,473
+45,682
| +63% | +$5.58M | 0.02% | 248 |
|
|
2023
Q1 | $8.5M | Buy |
72,791
+999
| +1% | +$120K | 0.01% | 375 |
|
|
2022
Q4 | $8.03M | Buy |
71,792
+726
| +1% | +$98.6K | 0.01% | 382 |
|
|
2022
Q3 | $11.7M | Sell |
71,066
-2,561
| -3% | -$419K | 0.02% | 275 |
|
|
2022
Q2 | $11M | Buy |
73,627
+119
| +0.2% | +$21K | 0.02% | 299 |
|
|
2022
Q1 | $17.7M | Sell |
73,508
-4,435
| -6% | -$1.09M | 0.03% | 221 |
|
|
2021
Q4 | $25M | Buy |
77,943
+11,325
| +17% | +$3.57M | 0.04% | 159 |
|
|
2021
Q3 | $17.5M | Sell |
66,618
-4,093
| -6% | -$1.03M | 0.03% | 192 |
|
|
2021
Q2 | $15.3M | Buy |
70,711
+3,655
| +5% | +$695K | 0.03% | 204 |
|
|
2021
Q1 | $11.5M | Buy |
67,056
+3,225
| +5% | +$641K | 0.02% | 247 |
|
|
2020
Q4 | $12.7M | Sell |
63,831
-6,487
| -9% | -$1.03M | 0.03% | 219 |
|
|
2020
Q3 | $9.89M | Sell |
70,318
-3,219
| -4% | -$418K | 0.03% | 210 |
|
|
2020
Q2 | $8.05M | Sell |
73,537
-31,666
| -30% | -$2.63M | 0.02% | 214 |
|
|
2020
Q1 | $6.4M | Sell |
105,203
-38,040
| -27% | -$2.09M | 0.02% | 222 |
|
|
2019
Q4 | $6.66M | Buy |
+143,243
| New | +$6.65M | 0.02% | 254 |
|
|
2019
Q3 | – | Sell |
-3,055
| Closed | -$234K | – | 2122 |
|
|
2019
Q2 | $234K | Buy |
+3,055
| New | +$218K | ﹤0.01% | 1518 |
|
Other funds holding ZS
Creative Planning's ZS Position: Q2 2026 in Review
Creative Planning increased its Zscaler (ZS) stake by 102% in Q2 2026, buying an estimated $22.9M and bringing the position to 324,922 shares worth $45.9M. The position accounts for 0.03% of the portfolio, ranked #258.
Creative Planning first reported a position in ZS in Q2 2019 and has held it in 28 quarters since. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.
- Creative Planning held 324,922 shares of Zscaler worth $45.9M as of Q2 2026.
- Creative Planning bought 164,375 Zscaler shares in Q2 2026, an estimated $22.9M.
- Zscaler made up 0.03% of Creative Planning's portfolio in Q2 2026, its #258 holding.
- Creative Planning first reported a position in Zscaler in Q2 2019 and has held it in 28 quarters since.
- 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.