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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
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 $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

Stephens Inc's ZS Position: Q1 2026 in Review

Stephens Inc sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,351 shares — an estimated $304K sold.

Stephens Inc first reported a position in ZS in Q1 2019 and held it in 11 quarters. The position peaked at $3.7M in Q3 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Stephens Inc reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 1,351 Zscaler shares in Q1 2026, an estimated $304K.
  • Stephens Inc first reported a position in Zscaler in Q1 2019 and held it in 11 quarters.
  • Stephens Inc's Zscaler position peaked at $3.7M in Q3 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.