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O'Shaughnessy Asset Management’s Zscaler ZS Stock Holding History

O'Shaughnessy Asset Management’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 		$140K Buy
+1,000
New +$177K ﹤0.01% 2066

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

O'Shaughnessy Asset Management's ZS Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Zscaler (ZS) stake by 38% in Q1 2026, selling an estimated $435K and leaving 3,965 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

O'Shaughnessy Asset Management first reported a position in ZS in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.39M in Q3 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • O'Shaughnessy Asset Management held 3,965 shares of Zscaler worth $556K as of Q1 2026.
  • O'Shaughnessy Asset Management sold 2,453 Zscaler shares in Q1 2026, an estimated $435K.
  • Zscaler made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1484 holding.
  • O'Shaughnessy Asset Management first reported a position in Zscaler in Q3 2020 and has held it in 17 quarters since.
  • O'Shaughnessy Asset Management's Zscaler position peaked at $2.39M in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.