Lido Advisors
ZS icon

Lido Advisors’s Zscaler ZS Stock Holding History

Lido Advisors’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 		$2.84M Buy
20,124
+13,210
+191% +$1.84M 0.01% 680
2026
Q1 		$970K Sell
6,914
-20,397
-75% -$3.62M ﹤0.01% 981
2025
Q4 		$6.59M Buy
27,311
+21,138
+342% +$5.97M 0.02% 393
2025
Q3 		$1.85M Buy
6,173
+494
+9% +$141K 0.01% 705
2025
Q2 		$1.78M Buy
5,679
+109
+2% +$27.2K 0.01% 620
2025
Q1 		$1.11M Buy
5,570
+132
+2% +$26.3K 0.01% 738
2024
Q4 		$981K Buy
5,438
+157
+3% +$30.4K ﹤0.01% 772
2024
Q3 		$903K Sell
5,281
-102
-2% -$18.6K ﹤0.01% 745
2024
Q2 		$1.03M Buy
5,383
+93
+2% +$16.6K 0.01% 656
2024
Q1 		$1.02M Buy
5,290
+38
+0.7% +$8.5K 0.01% 644
2023
Q4 		$1.16M Buy
5,252
+261
+5% +$48.3K 0.01% 560
2023
Q3 		$777K Sell
4,991
-98
-2% -$14.7K 0.01% 610
2023
Q2 		$745K Buy
+5,089
New +$621K 0.01% 614

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 $3.37T AUM 44.26% 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

Lido Advisors's ZS Position: Q2 2026 in Review

Lido Advisors increased its Zscaler (ZS) stake by 191% in Q2 2026, buying an estimated $1.84M and bringing the position to 20,124 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #680.

Lido Advisors first reported a position in ZS in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.59M in Q4 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Lido Advisors held 20,124 shares of Zscaler worth $2.84M as of Q2 2026.
  • Lido Advisors bought 13,210 Zscaler shares in Q2 2026, an estimated $1.84M.
  • Zscaler made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #680 holding.
  • Lido Advisors first reported a position in Zscaler in Q2 2023 and has held it in 13 quarters since.
  • Lido Advisors's Zscaler position peaked at $6.59M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.