Paloma Partners’s Zscaler ZS Stock Holding History

Paloma Partners’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
2023 Q2	–	Sell	-7,500	Closed	-$876K	–	966
2023 Q1	$876K	Sell	7,500 -11,100	-60%	-$1.33M	0.03%	394
2022 Q4	$2.08M	Buy	+18,600	New	+$2.53M	0.1%	214

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Paloma Partners's ZS Position: Q4 2024 in Review

Paloma Partners sold out of Zscaler (ZS) in Q4 2024, closing a stake of 7,550 shares — an estimated $1.29M sold.

Paloma Partners first reported a position in ZS in Q2 2019 and held it in 15 quarters. The position peaked at $12M in Q2 2019. 761 funds tracked by Wall St. Rank hold ZS as of Q4 2024.

Paloma Partners reported no remaining Zscaler position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 7,550 Zscaler shares in Q4 2024, an estimated $1.29M.
Paloma Partners first reported a position in Zscaler in Q2 2019 and held it in 15 quarters.
Paloma Partners's Zscaler position peaked at $12M in Q2 2019.
761 funds tracked by Wall St. Rank held Zscaler as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.