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Lindbrook Capital’s Zscaler ZS Stock Holding History

Lindbrook Capital’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 		$94.8K Buy
478
+249
+109% +$49.6K 0.01% 704
2024
Q4 		$41.3K Sell
229
-36
-14% -$6.97K ﹤0.01% 897
2024
Q3 		$45.3K Buy
265
+19
+8% +$3.47K ﹤0.01% 872
2024
Q2 		$47.3K Sell
246
-3
-1% -$534 ﹤0.01% 815
2024
Q1 		$48K Buy
249
+12
+5% +$2.69K ﹤0.01% 789
2023
Q4 		$52.5K Buy
237
+69
+41% +$12.8K 0.01% 737
2023
Q3 		$26.1K Buy
168
+35
+26% +$5.25K ﹤0.01% 935
2023
Q2 		$19.5K Buy
133
+101
+316% +$12.3K ﹤0.01% 1106
2023
Q1 		$3.74K Buy
32
+2
+7% +$240 ﹤0.01% 1976
2022
Q4 		$3.36K Sell
30
-14
-32% -$1.9K ﹤0.01% 1998
2022
Q3 		$7K Sell
44
-69
-61% -$11.3K ﹤0.01% 1524
2022
Q2 		$17K Buy
113
+20
+22% +$3.54K ﹤0.01% 1049
2022
Q1 		$22K Sell
93
-65
-41% -$16K ﹤0.01% 974
2021
Q4 		$51K Buy
158
+5
+3% +$1.57K 0.01% 713
2021
Q3 		$40K Buy
153
+16
+12% +$4.02K 0.01% 510
2021
Q2 		$30K Buy
137
+3
+2% +$570 0.01% 640
2021
Q1 		$23K Buy
134
+34
+34% +$6.75K 0.01% 707
2020
Q4 		$20K Buy
100
+65
+186% +$10.3K ﹤0.01% 691
2020
Q3 		$5K Buy
35
+5
+17% +$649 ﹤0.01% 1136
2020
Q2 		$3K Buy
+30
New +$2.49K ﹤0.01% 1317

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lindbrook Capital's ZS Position: Q1 2025 in Review

Lindbrook Capital increased its Zscaler (ZS) stake by 109% in Q1 2025, buying an estimated $49.6K and bringing the position to 478 shares worth $94.8K. The position accounts for 0.01% of the portfolio, ranked #704.

Lindbrook Capital first reported a position in ZS in Q2 2020 and has held it in 20 quarters since. 767 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

  • Lindbrook Capital held 478 shares of Zscaler worth $94.8K as of Q1 2025.
  • Lindbrook Capital bought 249 Zscaler shares in Q1 2025, an estimated $49.6K.
  • Zscaler made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #704 holding.
  • Lindbrook Capital first reported a position in Zscaler in Q2 2020 and has held it in 20 quarters since.
  • 767 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.