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Ironwood Investment Management’s Zscaler ZS Stock Holding History

Ironwood Investment 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
Q1 		$813K Sell
5,796
-166
-3% -$29.4K 0.34% 89
2025
Q4 		$1.34M Sell
5,962
-11
-0.2% -$3.1K 0.56% 54
2025
Q3 		$1.79M Sell
5,973
-36
-0.6% -$10.3K 0.78% 35
2025
Q2 		$1.89M Sell
6,009
-217
-3% -$54.1K 0.92% 30
2025
Q1 		$1.24M Sell
6,226
-23
-0.4% -$4.58K 0.67% 49
2024
Q4 		$1.13M Buy
6,249
+64
+1% +$12.4K 0.56% 63
2024
Q3 		$1.06M Buy
6,185
+1,884
+44% +$344K 0.52% 66
2024
Q2 		$827K Sell
4,301
-2
-0% -$356 0.44% 76
2024
Q1 		$829K Sell
4,303
-22
-0.5% -$4.92K 0.4% 75
2023
Q4 		$958K Buy
4,325
+31
+0.7% +$5.74K 0.5% 58
2023
Q3 		$668K Sell
4,294
-145
-3% -$21.7K 0.41% 73
2023
Q2 		$649K Sell
4,439
-173
-4% -$21.1K 0.37% 76
2023
Q1 		$539K Buy
4,612
+252
+6% +$30.2K 0.34% 90
2022
Q4 		$488K Sell
4,360
-334
-7% -$45.4K 0.32% 93
2022
Q3 		$772K Sell
4,694
-23
-0.5% -$3.76K 0.54% 65
2022
Q2 		$705K Sell
4,717
-1
-0% -$177 0.47% 76
2022
Q1 		$1.14M Sell
4,718
-2,211
-32% -$543K 0.62% 54
2021
Q4 		$2.23M Buy
6,929
+173
+3% +$54.5K 1.1% 27
2021
Q3 		$1.77M Buy
6,756
+6
+0.1% +$1.51K 0.92% 29
2021
Q2 		$1.46M Sell
6,750
-147
-2% -$27.9K 0.74% 40
2021
Q1 		$1.18M Sell
6,897
-4,041
-37% -$803K 0.63% 52
2020
Q4 		$2.18M Sell
10,938
-310
-3% -$49.3K 1.28% 18
2020
Q3 		$1.58M Sell
11,248
-22
-0.2% -$2.85K 1.13% 20
2020
Q2 		$1.23M Sell
11,270
-58
-0.5% -$4.82K 0.96% 29
2020
Q1 		$689K Buy
11,328
+828
+8% +$45.6K 0.69% 46
2019
Q4 		$488K Buy
10,500
+1,244
+13% +$57.7K 0.34% 103
2019
Q3 		$437K Buy
+9,256
New +$667K 0.33% 107

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironwood Investment Management's ZS Position: Q1 2026 in Review

Ironwood Investment Management reduced its Zscaler (ZS) stake by 2.8% in Q1 2026, selling an estimated $29.4K and leaving 5,796 shares worth $813K. The position accounts for 0.34% of the portfolio, ranked #89.

Ironwood Investment Management first reported a position in ZS in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.23M in Q4 2021. 748 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Ironwood Investment Management held 5,796 shares of Zscaler worth $813K as of Q1 2026.
  • Ironwood Investment Management sold 166 Zscaler shares in Q1 2026, an estimated $29.4K.
  • Zscaler made up 0.34% of Ironwood Investment Management's portfolio in Q1 2026, its #89 holding.
  • Ironwood Investment Management first reported a position in Zscaler in Q3 2019 and has held it in 27 quarters since.
  • Ironwood Investment Management's Zscaler position peaked at $2.23M in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.