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Sequoia Financial Advisors’s Zscaler ZS Stock Holding History

Sequoia Financial Advisors’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
Q2 		– Hold
0
– -$39.7K – 1647
2025
Q1 		– Hold
0
– – – 1352

Other funds holding ZS

LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Sequoia Financial Advisors's ZS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Zscaler (ZS) stake by 72% in Q2 2026, selling an estimated $6.2M and leaving 16,876 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #564.

Sequoia Financial Advisors first reported a position in ZS in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.6M in Q3 2025. 227 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Sequoia Financial Advisors held 16,876 shares of Zscaler worth $2.38M as of Q2 2026.
  • Sequoia Financial Advisors sold 44,439 Zscaler shares in Q2 2026, an estimated $6.2M.
  • Zscaler made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #564 holding.
  • Sequoia Financial Advisors first reported a position in Zscaler in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Zscaler position peaked at $17.6M in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.