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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's ZS Position: Q1 2026 in Review

Root Financial Partners reduced its Zscaler (ZS) stake by 77% in Q1 2026, selling an estimated $11.7K and leaving 20 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Root Financial Partners first reported a position in ZS in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.4K in Q3 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Root Financial Partners held 20 shares of Zscaler worth $2.81K as of Q1 2026.
  • Root Financial Partners sold 66 Zscaler shares in Q1 2026, an estimated $11.7K.
  • Zscaler made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2179 holding.
  • Root Financial Partners first reported a position in Zscaler in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Zscaler position peaked at $26.4K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.