Gries Financial’s Zscaler ZS Stock Holding History

Gries Financial’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	$236K	Buy	788 +41	+5%	+$11.7K	0.04%	278
2025 Q2	$235K	Buy	+747	New	+$186K	0.04%	257

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gries Financial's ZS Position: Q3 2025 in Review

Gries Financial increased its Zscaler (ZS) stake by 5.5% in Q3 2025, buying an estimated $11.7K and bringing the position to 788 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #278.

Gries Financial first reported a position in ZS in Q2 2025 and has held it in 2 quarters since. 907 funds tracked by Wall St. Rank hold ZS as of Q3 2025.

Gries Financial held 788 shares of Zscaler worth $236K as of Q3 2025.
Gries Financial bought 41 Zscaler shares in Q3 2025, an estimated $11.7K.
Zscaler made up 0.04% of Gries Financial's portfolio in Q3 2025, its #278 holding.
Gries Financial first reported a position in Zscaler in Q2 2025 and has held it in 2 quarters since.
907 funds tracked by Wall St. Rank held Zscaler as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.