LPL Financial
ZS icon

LPL Financial’s Zscaler ZS Stock Holding History

LPL Financial’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 		$296K Buy
2,100
+500
+31% +$69.7K ﹤0.01% 5469
2026
Q1 		$224K Buy
+1,600
New +$284K ﹤0.01% 5407
2025
Q4 		– Sell
-800
Closed -$240K – 6092
2025
Q3 		$240K Buy
+800
New +$228K ﹤0.01% 5216
2025
Q2 		– Sell
-1,300
Closed -$258K – 5708
2025
Q1 		$258K Sell
1,300
-5,700
-81% -$1.14M ﹤0.01% 4680
2024
Q4 		$1.26M Buy
+7,000
New +$1.35M ﹤0.01% 3292

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

LPL Financial's ZS Position: Q2 2026 in Review

LPL Financial increased its Zscaler (ZS) stake by 28% in Q2 2026, buying an estimated $4.56M and bringing the position to 151,272 shares worth $21.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

LPL Financial first reported a position in ZS in Q3 2018 and has held it in 31 quarters since. The position peaked at $33.6M in Q2 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • LPL Financial held 151,272 shares of Zscaler worth $21.4M as of Q2 2026.
  • LPL Financial bought 32,741 Zscaler shares in Q2 2026, an estimated $4.56M.
  • Zscaler made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1531 holding.
  • LPL Financial first reported a position in Zscaler in Q3 2018 and has held it in 31 quarters since.
  • LPL Financial's Zscaler position peaked at $33.6M in Q2 2025.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.