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
2021 Q2	–	Sell	-1,600	Closed	-$88K	–	2631
2021 Q1	$88K	Buy	1,600 +400	+33%	+$79.5K	﹤0.01%	2268
2020 Q4	$128K	Sell	1,200 -200	-14%	-$31.8K	﹤0.01%	1994
2020 Q3	$64K	Buy	1,400 +200	+17%	+$26K	﹤0.01%	1882
2020 Q2	$39K	Hold	1,200	–	–	﹤0.01%	1781
2020 Q1	$5K	Buy	+1,200	New	+$66.1K	﹤0.01%	1801
2019 Q3	–	Sell	-1,000	Closed	-$19K	–	2121
2019 Q2	$19K	Buy	+1,000	New	+$71.2K	﹤0.01%	1895

Other funds holding ZS

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.