Donoghue Forlines’s Zscaler ZS Stock Holding History

Donoghue Forlines’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
2025 Q3	–	Sell	-9,013	Closed	-$2.83M	–	140
2025 Q2	$2.83M	Buy	+9,013	New	+$2.25M	0.81%	29
2024 Q4	–	Sell	-2,423	Closed	-$414K	–	284
2024 Q3	$414K	Buy	2,423 +177	+8%	+$32.3K	0.12%	173
2024 Q2	$432K	Sell	2,246 -6,191	-73%	-$1.1M	0.12%	174
2024 Q1	$1.63M	Buy	8,437 +174	+2%	+$38.9K	0.46%	58
2023 Q4	$1.83M	Buy	8,263 +6,439	+353%	+$1.19M	0.57%	33
2023 Q3	$284K	Sell	1,824 -918	-33%	-$138K	0.1%	203
2023 Q2	$401K	Buy	2,742 +949	+53%	+$116K	0.13%	174
2023 Q1	$209K	Sell	1,793 -134	-7%	-$16.1K	0.08%	208
2022 Q4	$216K	Sell	1,927 -39	-2%	-$5.3K	0.08%	213
2022 Q3	$323K	Sell	1,966 -2,973	-60%	-$486K	0.12%	161
2022 Q2	$738K	Buy	4,939 +578	+13%	+$102K	0.19%	131
2022 Q1	$1.05M	Sell	4,361 -3,513	-45%	-$863K	0.23%	126
2021 Q4	$2.53M	Buy	7,874 +5,280	+204%	+$1.66M	0.43%	42
2021 Q3	$680K	Buy	+2,594	New	+$651K	0.13%	164

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

American Century Companies

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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