Summit Trail Advisors’s Zscaler ZS Stock Holding History

Summit Trail 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
2026 Q1	$1.23M	Buy	8,785 +2,449	+39%	+$434K	0.02%	834
2025 Q4	$1.43M	Sell	6,336 -2,163	-25%	-$611K	0.02%	618
2025 Q3	$2.55M	Buy	8,499 +6,665	+363%	+$1.9M	0.04%	323
2025 Q2	$576K	Buy	+1,834	New	+$457K	0.01%	681
2018 Q2	–	Sell	-22,000	Closed	-$618K	–	694
2018 Q1	$618K	Buy	+22,000	New	+$644K	0.1%	183

Other funds holding ZS

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Trail Advisors's ZS Position: Q1 2026 in Review

Summit Trail Advisors increased its Zscaler (ZS) stake by 39% in Q1 2026, buying an estimated $434K and bringing the position to 8,785 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #834.

Summit Trail Advisors first reported a position in ZS in Q1 2018 and has held it in 5 quarters since. The position peaked at $2.55M in Q3 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Summit Trail Advisors held 8,785 shares of Zscaler worth $1.23M as of Q1 2026.
Summit Trail Advisors bought 2,449 Zscaler shares in Q1 2026, an estimated $434K.
Zscaler made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #834 holding.
Summit Trail Advisors first reported a position in Zscaler in Q1 2018 and has held it in 5 quarters since.
Summit Trail Advisors's Zscaler position peaked at $2.55M in Q3 2025.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.