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EFG Asset Management’s Zscaler ZS Stock Holding History

EFG Asset 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
2025
Q3 		$3.46M Buy
11,527
+796
+7% +$227K 0.45% 100
2025
Q2 		$3.37M Sell
10,731
-492
-4% -$123K 0.48% 89
2025
Q1 		$2.23M Sell
11,223
-501
-4% -$99.8K 0.37% 117
2024
Q4 		$2.12M Sell
11,724
-496
-4% -$96K 0.29% 151
2024
Q3 		$2.09M Sell
12,220
-411
-3% -$75.1K 0.35% 127
2024
Q2 		$2.43M Buy
12,631
+290
+2% +$51.6K 0.42% 87
2024
Q1 		$2.38M Sell
12,341
-2,353
-16% -$526K 0.41% 91
2023
Q4 		$3.26M Sell
14,694
-3,437
-19% -$636K 0.62% 61
2023
Q3 		$2.82M Buy
+18,131
New +$2.72M 0.67% 52

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EFG Asset Management's ZS Position: Q3 2025 in Review

EFG Asset Management increased its Zscaler (ZS) stake by 7.4% in Q3 2025, buying an estimated $227K and bringing the position to 11,527 shares worth $3.46M. The position accounts for 0.45% of the portfolio, ranked #100.

EFG Asset Management first reported a position in ZS in Q3 2023 and has held it in 9 quarters since. 907 funds tracked by Wall St. Rank hold ZS as of Q3 2025.

  • EFG Asset Management held 11,527 shares of Zscaler worth $3.46M as of Q3 2025.
  • EFG Asset Management bought 796 Zscaler shares in Q3 2025, an estimated $227K.
  • Zscaler made up 0.45% of EFG Asset Management's portfolio in Q3 2025, its #100 holding.
  • EFG Asset Management first reported a position in Zscaler in Q3 2023 and has held it in 9 quarters since.
  • 907 funds tracked by Wall St. Rank held Zscaler as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.