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Shepherd Financial Partners’s Zscaler ZS Stock Holding History

Shepherd 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 		$515K Sell
3,668
-257
-7% -$45.6K 0.05% 157
2025
Q4 		$883K Sell
3,925
-19
-0.5% -$5.36K 0.08% 116
2025
Q3 		$1.18M Sell
3,944
-18
-0.5% -$5.13K 0.11% 108
2025
Q2 		$1.24M Sell
3,962
-161
-4% -$40.1K 0.13% 103
2025
Q1 		$818K Buy
4,123
+111
+3% +$22.1K 0.1% 119
2024
Q4 		$724K Sell
4,012
-1,023
-20% -$198K 0.09% 118
2024
Q3 		$861K Buy
5,035
+1,509
+43% +$276K 0.1% 108
2024
Q2 		$678K Buy
3,526
+4
+0.1% +$712 0.09% 122
2024
Q1 		$678K Buy
3,522
+108
+3% +$24.2K 0.09% 125
2023
Q4 		$756K Sell
3,414
-23
-0.7% -$4.26K 0.11% 114
2023
Q3 		$535K Sell
3,437
-48
-1% -$7.2K 0.08% 125
2023
Q2 		$510K Hold
3,485
– – 0.08% 128
2023
Q1 		$407K Buy
3,485
+1,069
+44% +$128K 0.07% 138
2022
Q4 		$270K Sell
2,416
-2,878
-54% -$391K 0.05% 151
2022
Q3 		$870K Sell
5,294
-88
-2% -$14.4K 0.17% 86
2022
Q2 		$805K Sell
5,382
-51
-0.9% -$9.02K 0.16% 87
2022
Q1 		$1.31M Sell
5,433
-44
-0.8% -$10.8K 0.23% 73
2021
Q4 		$1.76M Sell
5,477
-147
-3% -$46.3K 0.31% 63
2021
Q3 		$1.48M Buy
5,624
+1
+0% +$251 0.29% 68
2021
Q2 		$1.22M Buy
5,623
+38
+0.7% +$7.22K 0.23% 81
2021
Q1 		$959K Buy
5,585
+178
+3% +$35.4K 0.21% 88
2020
Q4 		$1.08M Buy
5,407
+341
+7% +$54.2K 0.25% 75
2020
Q3 		$713K Buy
+5,066
New +$658K 0.17% 87

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

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

Shepherd Financial Partners reduced its Zscaler (ZS) stake by 6.5% in Q1 2026, selling an estimated $45.6K and leaving 3,668 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #157.

Shepherd Financial Partners first reported a position in ZS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.76M in Q4 2021. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Shepherd Financial Partners held 3,668 shares of Zscaler worth $515K as of Q1 2026.
  • Shepherd Financial Partners sold 257 Zscaler shares in Q1 2026, an estimated $45.6K.
  • Zscaler made up 0.05% of Shepherd Financial Partners's portfolio in Q1 2026, its #157 holding.
  • Shepherd Financial Partners first reported a position in Zscaler in Q3 2020 and has held it in 23 quarters since.
  • Shepherd Financial Partners's Zscaler position peaked at $1.76M in Q4 2021.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.