Perpetual Ltd’s Zscaler ZS Stock Holding History

Perpetual Ltd’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 Q3	$879K	Buy	4,409 +1,470	+50%	+$250K	0.01%	231
2026 Q2	$415K	Sell	2,939 -17	-0.6%	-$2.37K	0.01%	362
2026 Q1	$415K	Sell	2,956 -95,186	-97%	-$16.9M	0.01%	344
2025 Q4	$22.1M	Sell	98,142 -42,929	-30%	-$12.1M	0.32%	86
2025 Q3	$42.3M	Sell	141,071 -34,861	-20%	-$9.9M	0.52%	41
2025 Q2	$55.2M	Buy	175,932 +174,482	+12,033%	+$43.5M	0.65%	47
2025 Q1	$288K	Sell	1,450 -3,062	-68%	-$610K	﹤0.01%	378
2024 Q4	$814K	Buy	+4,512	New	+$873K	0.01%	267
2024 Q1	–	Sell	-1,200	Closed	-$266K	–	478
2023 Q4	$266K	Buy	+1,200	New	+$222K	﹤0.01%	401

Other funds holding ZS

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Perpetual Ltd's ZS Position: Q3 2026 in Review

Perpetual Ltd increased its Zscaler (ZS) stake by 50% in Q3 2026, buying an estimated $250K and bringing the position to 4,409 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #231.

Perpetual Ltd first reported a position in ZS in Q4 2023 and has held it in 9 quarters since. The position peaked at $55.2M in Q2 2025. 373 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

Perpetual Ltd held 4,409 shares of Zscaler worth $879K as of Q3 2026.
Perpetual Ltd bought 1,470 Zscaler shares in Q3 2026, an estimated $250K.
Zscaler made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #231 holding.
Perpetual Ltd first reported a position in Zscaler in Q4 2023 and has held it in 9 quarters since.
Perpetual Ltd's Zscaler position peaked at $55.2M in Q2 2025.
373 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.