Nicholas Company’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.6M Sell
209,676
-18,166
-8% -$2.53M 0.54% 51
2026
Q1
$32M Sell
227,842
-34,855
-13% -$6.18M 0.63% 49
2025
Q4
$59.1M Sell
262,697
-40
-0% -$11.3K 1.03% 34
2025
Q3
$78.7M Sell
262,737
-40
-0% -$11.4K 1.34% 13
2025
Q2
$82.5M Buy
262,777
+75,805
+41% +$18.9M 1.38% 12
2025
Q1
$37.1M Buy
+186,972
New +$37.3M 0.64% 56

Other funds holding ZS

Nicholas Company's ZS Position: Q2 2026 in Review

Nicholas Company reduced its Zscaler (ZS) stake by 8% in Q2 2026, selling an estimated $2.53M and leaving 209,676 shares worth $29.6M. The position accounts for 0.54% of the portfolio, ranked #51.

Nicholas Company first reported a position in ZS in Q1 2025 and has held it in 6 quarters since. The position peaked at $82.5M in Q2 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Nicholas Company held 209,676 shares of Zscaler worth $29.6M as of Q2 2026.
  • Nicholas Company sold 18,166 Zscaler shares in Q2 2026, an estimated $2.53M.
  • Zscaler made up 0.54% of Nicholas Company's portfolio in Q2 2026, its #51 holding.
  • Nicholas Company first reported a position in Zscaler in Q1 2025 and has held it in 6 quarters since.
  • Nicholas Company's Zscaler position peaked at $82.5M in Q2 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Nicholas Company's 13F filing for Q2 2026, filed 5 Aug 2026.