Klingenstein Fields & Co’s Zscaler ZS Stock Holding History

Klingenstein Fields & Co’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	$12.6M	Sell	89,487 -674	-0.7%	-$120K	0.49%	54
2025 Q4	$20.3M	Sell	90,161 -1,500	-2%	-$423K	0.76%	35
2025 Q3	$27.5M	Sell	91,661 -227	-0.2%	-$64.7K	1.04%	33
2025 Q2	$28.8M	Sell	91,888 -2,929	-3%	-$730K	1.14%	31
2025 Q1	$18.8M	Buy	94,817 +655	+0.7%	+$131K	0.8%	45
2024 Q4	$17M	Buy	94,162 +136	+0.1%	+$26.3K	0.68%	45
2024 Q3	$16.1M	Buy	94,026 +4,660	+5%	+$851K	0.64%	50
2024 Q2	$17.2M	Buy	89,366 +2,488	+3%	+$443K	0.71%	51
2024 Q1	$16.7M	Sell	86,878 -2,283	-3%	-$511K	0.7%	54
2023 Q4	$19.8M	Sell	89,161 -2,542	-3%	-$471K	0.88%	45
2023 Q3	$14.3M	Buy	91,703 +746	+0.8%	+$112K	0.7%	55
2023 Q2	$13.3M	Buy	90,957 +59,708	+191%	+$7.29M	0.62%	61
2023 Q1	$3.65M	Buy	31,249 +2,338	+8%	+$280K	0.18%	75
2022 Q4	$3.24M	Buy	+28,911	New	+$3.93M	0.17%	74

Other funds holding ZS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

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

Klingenstein Fields & Co's ZS Position: Q1 2026 in Review

Klingenstein Fields & Co reduced its Zscaler (ZS) stake by 0.75% in Q1 2026, selling an estimated $120K and leaving 89,487 shares worth $12.6M. The position accounts for 0.49% of the portfolio, ranked #54.

Klingenstein Fields & Co first reported a position in ZS in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.8M in Q2 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Klingenstein Fields & Co held 89,487 shares of Zscaler worth $12.6M as of Q1 2026.
Klingenstein Fields & Co sold 674 Zscaler shares in Q1 2026, an estimated $120K.
Zscaler made up 0.49% of Klingenstein Fields & Co's portfolio in Q1 2026, its #54 holding.
Klingenstein Fields & Co first reported a position in Zscaler in Q4 2022 and has held it in 14 quarters since.
Klingenstein Fields & Co's Zscaler position peaked at $28.8M in Q2 2025.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.