Creative Planning
ZS icon

Creative Planning’s Zscaler ZS Stock Holding History

Creative Planning’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ZS Position: Q1 2026 in Review

Creative Planning increased its Zscaler (ZS) stake by 8.8% in Q1 2026, buying an estimated $2.31M and bringing the position to 160,547 shares worth $22.5M. The position accounts for 0.02% of the portfolio, ranked #397.

Creative Planning first reported a position in ZS in Q2 2019 and has held it in 27 quarters since. The position peaked at $33.2M in Q4 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Creative Planning held 160,547 shares of Zscaler worth $22.5M as of Q1 2026.
  • Creative Planning bought 13,008 Zscaler shares in Q1 2026, an estimated $2.31M.
  • Zscaler made up 0.02% of Creative Planning's portfolio in Q1 2026, its #397 holding.
  • Creative Planning first reported a position in Zscaler in Q2 2019 and has held it in 27 quarters since.
  • Creative Planning's Zscaler position peaked at $33.2M in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.