EWM
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Empirical Wealth Management’s Zscaler ZS Stock Holding History

Empirical Wealth 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
2026
Q2 		$549K Buy
3,888
+717
+23% +$100K 0.01% 645
2026
Q1 		$445K Buy
3,171
+2,195
+225% +$389K 0.01% 618
2025
Q4 		$220K Buy
+976
New +$275K ﹤0.01% 823

Other funds holding ZS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Empirical Wealth Management's ZS Position: Q2 2026 in Review

Empirical Wealth Management increased its Zscaler (ZS) stake by 23% in Q2 2026, buying an estimated $100K and bringing the position to 3,888 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #645.

Empirical Wealth Management first reported a position in ZS in Q4 2025 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Empirical Wealth Management held 3,888 shares of Zscaler worth $549K as of Q2 2026.
  • Empirical Wealth Management bought 717 Zscaler shares in Q2 2026, an estimated $100K.
  • Zscaler made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #645 holding.
  • Empirical Wealth Management first reported a position in Zscaler in Q4 2025 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.