Lewis Asset Management’s Zscaler ZS Stock Holding History

Lewis Asset 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
2025 Q1	–	Sell	-1,145	Closed	-$207K	–	139
2024 Q4	$207K	Buy	+1,145	New	+$222K	0.16%	123

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lewis Asset Management's ZS Position: Q1 2025 in Review

Lewis Asset Management sold out of Zscaler (ZS) in Q1 2025, closing a stake of 1,145 shares — an estimated $207K sold.

Lewis Asset Management first reported a position in ZS in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 766 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

Lewis Asset Management reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
Lewis Asset Management sold 1,145 Zscaler shares in Q1 2025, an estimated $207K.
Lewis Asset Management first reported a position in Zscaler in Q4 2024 and held it in 1 quarter.
Lewis Asset Management's Zscaler position peaked at $207K in Q4 2024.
766 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Lewis Asset Management's 13F filing for Q1 2025, filed 5 May 2025.