Petrus Trust Company’s Zscaler ZS Stock Holding History

Petrus Trust Company’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
2025 Q1	–	Sell	-2,085	Closed	-$376K	–	807
2024 Q4	$376K	Buy	+2,085	New	+$404K	0.04%	351
2024 Q3	–	Sell	-2,666	Closed	-$512K	–	779
2024 Q2	$512K	Buy	2,666 +41	+2%	+$7.3K	0.05%	223
2024 Q1	$506K	Buy	+2,625	New	+$587K	0.05%	206
2023 Q2	–	Sell	-4,901	Closed	-$573K	–	767
2023 Q1	$573K	Sell	4,901 -207	-4%	-$24.8K	0.07%	56
2022 Q4	$572K	Buy	+5,108	New	+$694K	0.07%	64
2021 Q4	–	Sell	-774	Closed	-$203K	–	166
2021 Q3	$203K	Sell	774 -358	-32%	-$89.9K	0.02%	70
2021 Q2	$245K	Buy	+1,132	New	+$215K	0.03%	56

Other funds holding ZS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return