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LMCG Investments’s Zscaler ZS Stock Holding History

LMCG Investments’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 		$8.11M Buy
57,454
+38,752
+207% +$5.4M 0.43% 78
2026
Q1 		$2.62M Sell
18,702
-3,399
-15% -$603K 0.16% 119
2025
Q4 		$4.97M Buy
22,101
+1,252
+6% +$353K 0.28% 95
2025
Q3 		$6.25M Buy
20,849
+1,121
+6% +$320K 0.37% 86
2025
Q2 		$6.19M Buy
19,728
+544
+3% +$136K 0.39% 83
2025
Q1 		$3.81M Buy
19,184
+4,339
+29% +$865K 0.25% 106
2024
Q4 		$2.68M Buy
14,845
+1,616
+12% +$313K 0.16% 127
2024
Q3 		$2.26M Buy
13,229
+5,748
+77% +$1.05M 0.14% 128
2024
Q2 		$1.44M Buy
+7,481
New +$1.33M 0.08% 152

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

LMCG Investments's ZS Position: Q2 2026 in Review

LMCG Investments increased its Zscaler (ZS) stake by 207% in Q2 2026, buying an estimated $5.4M and bringing the position to 57,454 shares worth $8.11M. The position accounts for 0.43% of the portfolio, ranked #78.

LMCG Investments first reported a position in ZS in Q2 2024 and has held it in 9 quarters since. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • LMCG Investments held 57,454 shares of Zscaler worth $8.11M as of Q2 2026.
  • LMCG Investments bought 38,752 Zscaler shares in Q2 2026, an estimated $5.4M.
  • Zscaler made up 0.43% of LMCG Investments's portfolio in Q2 2026, its #78 holding.
  • LMCG Investments first reported a position in Zscaler in Q2 2024 and has held it in 9 quarters since.
  • 742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.