Ellevest Inc’s Zscaler ZS Stock Holding History

Ellevest Inc’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 Q3	–	Sell	-1,684	Closed	-$238K	–	508
2026 Q2	$238K	Buy	+1,684	New	+$235K	0.03%	415
2026 Q1	–	Sell	-1,015	Closed	-$228K	–	465
2025 Q4	$228K	Sell	1,015 -30	-3%	-$8.47K	0.03%	383
2025 Q3	$313K	Buy	+1,045	New	+$298K	0.04%	317
2023 Q2	–	Sell	-71	Closed	-$8.3K	–	1683
2023 Q1	$8.3K	Buy	+71	New	+$8.52K	﹤0.01%	1078
2022 Q4	–	Sell	-226	Closed	-$37K	–	1977
2022 Q3	$37K	Buy	+226	New	+$37K	﹤0.01%	667

Other funds holding ZS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ellevest Inc's ZS Position: Q3 2026 in Review

Ellevest Inc sold out of Zscaler (ZS) in Q3 2026, closing a stake of 1,684 shares — an estimated $238K sold.

Ellevest Inc first reported a position in ZS in Q3 2022 and held it in 5 quarters. The position peaked at $313K in Q3 2025. 493 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

Ellevest Inc reported no remaining Zscaler position as of Q3 2026 after selling out during the quarter.
Ellevest Inc sold 1,684 Zscaler shares in Q3 2026, an estimated $238K.
Ellevest Inc first reported a position in Zscaler in Q3 2022 and held it in 5 quarters.
Ellevest Inc's Zscaler position peaked at $313K in Q3 2025.
493 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.