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Fortis Capital Management’s Zscaler ZS Stock Holding History

Fortis 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
2025
Q4 		– Sell
-779
Closed -$233K – 217
2025
Q3 		$233K Sell
779
-7
-0.9% -$2K 0.03% 160
2025
Q2 		$247K Buy
+786
New +$196K 0.04% 147
2021
Q2 		– Sell
-11,200
Closed -$1.92M – 137
2021
Q1 		$1.92M Buy
+11,200
New +$2.23M 1.11% 57

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Capital Management's ZS Position: Q4 2025 in Review

Fortis Capital Management sold out of Zscaler (ZS) in Q4 2025, closing a stake of 779 shares — an estimated $233K sold.

Fortis Capital Management first reported a position in ZS in Q1 2021 and held it in 3 quarters. The position peaked at $1.92M in Q1 2021. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Fortis Capital Management reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Fortis Capital Management sold 779 Zscaler shares in Q4 2025, an estimated $233K.
  • Fortis Capital Management first reported a position in Zscaler in Q1 2021 and held it in 3 quarters.
  • Fortis Capital Management's Zscaler position peaked at $1.92M in Q1 2021.
  • 889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Fortis Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.