Echo Street Capital Management’s Zscaler ZS Stock Holding History

Echo Street Capital Management’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
2023 Q3	–	Sell	-1,476	Closed	-$216K	–	600
2023 Q2	$216K	Sell	1,476 -6,998	-83%	-$854K	﹤0.01%	433
2023 Q1	$990K	Sell	8,474 -2,157	-20%	-$259K	0.01%	127
2022 Q4	$1.19M	Buy	10,631 +8,321	+360%	+$1.13M	0.01%	140
2022 Q3	$380K	Buy	+2,310	New	+$378K	﹤0.01%	346
2022 Q2	–	Sell	-2,377	Closed	-$574K	–	741
2022 Q1	$574K	Buy	+2,377	New	+$584K	﹤0.01%	370
2021 Q4	–	Sell	-2,502	Closed	-$656K	–	768
2021 Q3	$656K	Buy	2,502 +350	+16%	+$87.9K	﹤0.01%	352
2021 Q2	$465K	Buy	+2,152	New	+$409K	﹤0.01%	390
2020 Q3	–	Sell	-5,451	Closed	-$597K	–	381
2020 Q2	$597K	Buy	+5,451	New	+$453K	0.01%	337

Other funds holding ZS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Echo Street Capital Management's ZS Position: Q3 2023 in Review

Echo Street Capital Management sold out of Zscaler (ZS) in Q3 2023, closing a stake of 1,476 shares — an estimated $216K sold.

Echo Street Capital Management first reported a position in ZS in Q2 2020 and held it in 8 quarters. The position peaked at $1.19M in Q4 2022. 622 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

Echo Street Capital Management reported no remaining Zscaler position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,476 Zscaler shares in Q3 2023, an estimated $216K.
Echo Street Capital Management first reported a position in Zscaler in Q2 2020 and held it in 8 quarters.
Echo Street Capital Management's Zscaler position peaked at $1.19M in Q4 2022.
622 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.