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
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 $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

LPL Financial's ZS Position: Q1 2026 in Review

LPL Financial increased its Zscaler (ZS) stake by 22% in Q1 2026, buying an estimated $3.81M and bringing the position to 118,531 shares worth $16.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

LPL Financial first reported a position in ZS in Q3 2018 and has held it in 30 quarters since. The position peaked at $33.6M in Q2 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • LPL Financial held 118,531 shares of Zscaler worth $16.6M as of Q1 2026.
  • LPL Financial bought 21,508 Zscaler shares in Q1 2026, an estimated $3.81M.
  • Zscaler made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1597 holding.
  • LPL Financial first reported a position in Zscaler in Q3 2018 and has held it in 30 quarters since.
  • LPL Financial's Zscaler position peaked at $33.6M in Q2 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.