Kovitz Investment Group Partners
ZS icon

Kovitz Investment Group Partners’s Zscaler ZS Stock Holding History

Kovitz Investment Group Partners’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 		$13.9M Buy
98,866
+92,081
+1,357% +$16.3M 0.32% 80
2025
Q4 		$1.53M Buy
6,785
+5,840
+618% +$1.65M 0.03% 265
2025
Q3 		$283K Sell
945
-137
-13% -$39.1K ﹤0.01% 1220
2025
Q2 		$340K Sell
1,082
-590
-35% -$147K ﹤0.01% 1097
2025
Q1 		$332K Sell
1,672
-1,946
-54% -$388K ﹤0.01% 1021
2024
Q4 		$653K Sell
3,618
-256
-7% -$49.6K ﹤0.01% 828
2024
Q3 		$595K Buy
3,874
+695
+22% +$127K ﹤0.01% 724
2024
Q2 		$611K Sell
3,179
-114
-3% -$20.3K 0.01% 622
2024
Q1 		$634K Buy
+3,293
New +$737K 0.01% 470

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

Kovitz Investment Group Partners's ZS Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Zscaler (ZS) stake by 1,357% in Q1 2026, buying an estimated $16.3M and bringing the position to 98,866 shares worth $13.9M. The position accounts for 0.32% of the portfolio, ranked #80.

Kovitz Investment Group Partners first reported a position in ZS in Q1 2024 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Kovitz Investment Group Partners held 98,866 shares of Zscaler worth $13.9M as of Q1 2026.
  • Kovitz Investment Group Partners bought 92,081 Zscaler shares in Q1 2026, an estimated $16.3M.
  • Zscaler made up 0.32% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #80 holding.
  • Kovitz Investment Group Partners first reported a position in Zscaler in Q1 2024 and has held it in 9 quarters since.
  • 748 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.