Evergreen Capital Management’s Zscaler ZS Stock Holding History

Evergreen 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
2026 Q2	$412K	Sell	2,921 -2,445	-46%	-$341K	0.01%	1019
2026 Q1	$753K	Buy	5,366 +4,146	+340%	+$735K	0.02%	589
2025 Q4	$274K	Buy	1,220 +1	+0.1%	+$282	0.01%	1099
2025 Q3	$365K	Hold	1,219	–	–	0.01%	830
2025 Q2	$383K	Hold	1,219	–	–	0.01%	680
2025 Q1	$242K	Hold	1,219	–	–	0.01%	880
2024 Q4	$220K	Hold	1,219	–	–	0.01%	928
2024 Q3	$208K	Sell	1,219 -4	-0.3%	-$731	0.01%	920
2024 Q2	$235K	Hold	1,223	–	–	0.01%	772
2024 Q1	$236K	Sell	1,223 -1	-0.1%	-$224	0.01%	726
2023 Q4	$271K	Buy	+1,224	New	+$227K	0.01%	635
2022 Q4	–	Sell	-1,663	Closed	-$273K	–	716
2022 Q3	$273K	Buy	1,663 +265	+19%	+$43.4K	0.01%	469
2022 Q2	$209K	Buy	1,398 +61	+5%	+$10.8K	0.01%	517
2022 Q1	$323K	Buy	+1,337	New	+$329K	0.01%	464

Other funds holding ZS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evergreen Capital Management's ZS Position: Q2 2026 in Review

Evergreen Capital Management reduced its Zscaler (ZS) stake by 46% in Q2 2026, selling an estimated $341K and leaving 2,921 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #1019.

Evergreen Capital Management first reported a position in ZS in Q1 2022 and has held it in 14 quarters since. The position peaked at $753K in Q1 2026. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Evergreen Capital Management held 2,921 shares of Zscaler worth $412K as of Q2 2026.
Evergreen Capital Management sold 2,445 Zscaler shares in Q2 2026, an estimated $341K.
Zscaler made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1019 holding.
Evergreen Capital Management first reported a position in Zscaler in Q1 2022 and has held it in 14 quarters since.
Evergreen Capital Management's Zscaler position peaked at $753K in Q1 2026.
743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.