Root Financial Partners
ZS icon

Root Financial Partners’s Zscaler ZS Stock Holding History

Root Financial 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
2026
Q3 		$96.7K Buy
+485
New +$82.6K ﹤0.01% 746
2026
Q2 		– Sell
-20
Closed -$2.81K – 3260
2026
Q1 		$2.81K Sell
20
-66
-77% -$11.7K ﹤0.01% 2179
2025
Q4 		$19.3K Sell
86
-2
-2% -$565 ﹤0.01% 1204
2025
Q3 		$26.4K Buy
+88
New +$25.1K ﹤0.01% 970

Other funds holding ZS

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Root Financial Partners's ZS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Zscaler (ZS) in Q3 2026: 485 shares worth $96.7K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZS as recently as Q1 2026.

Root Financial Partners first reported a position in ZS in Q3 2025 and has held it in 4 quarters since. 597 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Root Financial Partners held 485 shares of Zscaler worth $96.7K as of Q3 2026.
  • Zscaler was a new Root Financial Partners position in Q3 2026.
  • Zscaler made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #746 holding.
  • Root Financial Partners first reported a position in Zscaler in Q3 2025 and has held it in 4 quarters since.
  • 597 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.