John Overdeck’s Zscaler ZS Stock Holding History

John Overdeck’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	$1.33M	Buy	9,400 +4,400	+88%	+$613K	﹤0.01%	3389
2026 Q1	$701K	Buy	+5,000	New	+$887K	﹤0.01%	3493
2022 Q1	–	Sell	-29,600	Closed	-$9.51M	–	4548
2021 Q4	$9.51M	Buy	29,600 +23,600	+393%	+$7.43M	0.02%	816
2021 Q3	$1.57M	Sell	6,000 -4,300	-42%	-$1.08M	﹤0.01%	2203
2021 Q2	$2.23M	Buy	10,300 +7,300	+243%	+$1.39M	0.01%	1771
2021 Q1	$515K	Sell	3,000 -37,700	-93%	-$7.49M	﹤0.01%	2904
2020 Q4	$8.13M	Buy	40,700 +9,200	+29%	+$1.46M	0.02%	678
2020 Q3	$4.43M	Sell	31,500 -2,800	-8%	-$363K	0.02%	856
2020 Q2	$3.76M	Sell	34,300 -18,700	-35%	-$1.55M	0.02%	780
2020 Q1	$3.23M	Sell	53,000 -7,500	-12%	-$413K	0.03%	716
2019 Q4	$2.81M	Buy	60,500 +36,000	+147%	+$1.67M	0.01%	1325
2019 Q3	$1.16M	Buy	24,500 +1,500	+7%	+$108K	﹤0.01%	1858
2019 Q2	$1.76M	Buy	+23,000	New	+$1.64M	0.01%	1525

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

John Overdeck's ZS Position: Q2 2026 in Review

John Overdeck reduced its Zscaler (ZS) stake by 100% in Q2 2026, selling an estimated $164M and leaving 2,940 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #4296.

John Overdeck first reported a position in ZS in Q2 2018 and has held it in 29 quarters since. The position peaked at $255M in Q2 2025. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

John Overdeck held 2,940 shares of Zscaler worth $415K as of Q2 2026.
John Overdeck sold 1,173,155 Zscaler shares in Q2 2026, an estimated $164M.
Zscaler made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4296 holding.
John Overdeck first reported a position in Zscaler in Q2 2018 and has held it in 29 quarters since.
John Overdeck's Zscaler position peaked at $255M in Q2 2025.
742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.