OA
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Oak Associates’s Zscaler ZS Stock Holding History

Oak Associates’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 		$1.22M Sell
8,716
-9,572
-52% -$1.7M 0.08% 90
2025
Q4 		$4.11M Hold
18,288
– – 0.25% 51
2025
Q3 		$5.48M Sell
18,288
-2,784
-13% -$794K 0.33% 48
2025
Q2 		$6.62M Buy
21,072
+3,652
+21% +$910K 0.43% 43
2025
Q1 		$3.46M Buy
17,420
+632
+4% +$126K 0.26% 53
2024
Q4 		$3.03M Buy
16,788
+7,220
+75% +$1.4M 0.21% 56
2024
Q3 		$1.64M Hold
9,568
– – 0.11% 85
2024
Q2 		$1.84M Hold
9,568
– – 0.12% 82
2024
Q1 		$1.84M Hold
9,568
– – 0.13% 85
2023
Q4 		$2.12M Buy
+9,568
New +$1.77M 0.16% 79

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

Oak Associates's ZS Position: Q1 2026 in Review

Oak Associates reduced its Zscaler (ZS) stake by 52% in Q1 2026, selling an estimated $1.7M and leaving 8,716 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #90.

Oak Associates first reported a position in ZS in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.62M in Q2 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Oak Associates held 8,716 shares of Zscaler worth $1.22M as of Q1 2026.
  • Oak Associates sold 9,572 Zscaler shares in Q1 2026, an estimated $1.7M.
  • Zscaler made up 0.08% of Oak Associates's portfolio in Q1 2026, its #90 holding.
  • Oak Associates first reported a position in Zscaler in Q4 2023 and has held it in 10 quarters since.
  • Oak Associates's Zscaler position peaked at $6.62M in Q2 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.