Ovata Capital Management’s Zscaler ZS Stock Holding History

Ovata Capital 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	–	Sell	-3,880	Closed	-$873K	–	55
2025 Q4	$873K	Buy	+3,880	New	+$1.1M	0.11%	46

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ovata Capital Management's ZS Position: Q1 2026 in Review

Ovata Capital Management sold out of Zscaler (ZS) in Q1 2026, closing a stake of 3,880 shares — an estimated $873K sold.

Ovata Capital Management first reported a position in ZS in Q4 2025 and held it in 1 quarter. The position peaked at $873K in Q4 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Ovata Capital Management reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Ovata Capital Management sold 3,880 Zscaler shares in Q1 2026, an estimated $873K.
Ovata Capital Management first reported a position in Zscaler in Q4 2025 and held it in 1 quarter.
Ovata Capital Management's Zscaler position peaked at $873K in Q4 2025.
749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.