KP Management’s Zscaler ZS Stock Holding History

KP 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
2024 Q4	–	Sell	-7,000	Closed	-$1.2M	–	84
2024 Q3	$1.2M	Hold	7,000	–	–	0.39%	63
2024 Q2	$1.35M	Hold	7,000	–	–	0.47%	62
2024 Q1	$1.35M	Sell	7,000 -3,000	-30%	-$671K	0.52%	56
2023 Q4	$2.22M	Buy	+10,000	New	+$1.85M	0.95%	44

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

KP Management's ZS Position: Q4 2024 in Review

KP Management sold out of Zscaler (ZS) in Q4 2024, closing a stake of 7,000 shares — an estimated $1.2M sold.

KP Management first reported a position in ZS in Q4 2023 and held it in 4 quarters. The position peaked at $2.22M in Q4 2023. 759 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

KP Management reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
KP Management sold 7,000 Zscaler shares in Q4 2024, an estimated $1.2M.
KP Management first reported a position in Zscaler in Q4 2023 and held it in 4 quarters.
KP Management's Zscaler position peaked at $2.22M in Q4 2023.
759 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on KP Management's 13F filing for Q4 2024, filed 14 Feb 2025.