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
Q2 		$514K Sell
3,638
-95,228
-96% -$13.3M 0.01% 391
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kovitz Investment Group Partners's ZS Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Zscaler (ZS) stake by 96% in Q2 2026, selling an estimated $13.3M and leaving 3,638 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #391.

Kovitz Investment Group Partners first reported a position in ZS in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.9M in Q1 2026. 748 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Kovitz Investment Group Partners held 3,638 shares of Zscaler worth $514K as of Q2 2026.
  • Kovitz Investment Group Partners sold 95,228 Zscaler shares in Q2 2026, an estimated $13.3M.
  • Zscaler made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #391 holding.
  • Kovitz Investment Group Partners first reported a position in Zscaler in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Zscaler position peaked at $13.9M in Q1 2026.
  • 748 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.