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Stephens Inc’s Zscaler ZS Stock Holding History

Stephens Inc’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
Q2 		$278K Buy
+1,873
New +$261K ﹤0.01% 1101
2026
Q1 		– Sell
-1,351
Closed -$304K – 1391
2025
Q4 		$304K Sell
1,351
-10,985
-89% -$3.1M ﹤0.01% 1031
2025
Q3 		$3.7M Sell
12,336
-38,401
-76% -$10.9M 0.05% 344
2025
Q2 		$1.27M Buy
+50,737
New +$12.6M 0.02% 565
2024
Q3 		– Sell
-6,547
Closed -$1.26M – 1347
2024
Q2 		$1.26M Buy
+6,547
New +$1.17M 0.02% 524
2022
Q1 		– Sell
-2,304
Closed -$740K – 1412
2021
Q4 		$740K Hold
2,304
– – 0.01% 732
2021
Q3 		$604K Buy
+2,304
New +$579K 0.01% 802
2021
Q2 		– Sell
-1,585
Closed -$272K – 1385
2021
Q1 		$272K Sell
1,585
-446
-22% -$88.6K ﹤0.01% 1044
2020
Q4 		$406K Sell
2,031
-2,412
-54% -$384K 0.01% 834
2020
Q3 		$625K Buy
+4,443
New +$577K 0.01% 676
2019
Q3 		– Sell
-5,014
Closed -$384K – 1211
2019
Q2 		$384K Sell
5,014
-1,811
-27% -$129K 0.01% 826
2019
Q1 		$484K Buy
+6,825
New +$363K 0.01% 764

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Stephens Inc's ZS Position: Q2 2026 in Review

Stephens Inc opened a new position in Zscaler (ZS) in Q2 2026: 1,873 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings. This is a return to the name: Stephens Inc previously reported a position in ZS as recently as Q4 2025.

Stephens Inc first reported a position in ZS in Q1 2019 and has held it in 12 quarters since. The position peaked at $3.7M in Q3 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Stephens Inc held 1,873 shares of Zscaler worth $278K as of Q2 2026.
  • Zscaler was a new Stephens Inc position in Q2 2026.
  • Zscaler made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1101 holding.
  • Stephens Inc first reported a position in Zscaler in Q1 2019 and has held it in 12 quarters since.
  • Stephens Inc's Zscaler position peaked at $3.7M in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.