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
2023
Q4 		– Sell
-300
Closed -$46.7K – 1451
2023
Q3 		$46.7K Hold
300
– – ﹤0.01% 1171
2023
Q2 		$43.9K Buy
+300
New +$36.6K ﹤0.01% 1185

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Lido Advisors's ZS Position: Q1 2026 in Review

Lido Advisors reduced its Zscaler (ZS) stake by 75% in Q1 2026, selling an estimated $3.62M and leaving 6,914 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Lido Advisors first reported a position in ZS in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.59M in Q4 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Lido Advisors held 6,914 shares of Zscaler worth $970K as of Q1 2026.
  • Lido Advisors sold 20,397 Zscaler shares in Q1 2026, an estimated $3.62M.
  • Zscaler made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #981 holding.
  • Lido Advisors first reported a position in Zscaler in Q2 2023 and has held it in 12 quarters since.
  • Lido Advisors's Zscaler position peaked at $6.59M in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.