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Trivest Advisors’s Zscaler ZS Stock Holding History

Trivest 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
Q1 		– Sell
-250,000
Closed -$45.1M – 54
2024
Q4 		$45.1M Buy
250,000
+122,000
+95% +$23.6M 2.05% 18
2024
Q3 		$21.9M Buy
+128,000
New +$23.4M 1.24% 17
2024
Q2 		– Sell
-9,000
Closed -$1.73M – 32
2024
Q1 		$1.73M Sell
9,000
-316,200
-97% -$70.7M 0.06% 25
2023
Q4 		$72.1M Buy
+325,200
New +$60.2M 3.28% 9
2023
Q3 		– Sell
-1,025,760
Closed -$150M – 32
2023
Q2 		$150M Buy
1,025,760
+1,020,760
+20,415% +$125M 5.17% 7
2023
Q1 		$584K Buy
+5,000
New +$600K 0.05% 17

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Trivest Advisors's ZS Position: Q1 2025 in Review

Trivest Advisors sold out of Zscaler (ZS) in Q1 2025, closing a stake of 250,000 shares — an estimated $45.1M sold.

Trivest Advisors first reported a position in ZS in Q1 2023 and held it in 6 quarters. The position peaked at $150M in Q2 2023. 766 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

  • Trivest Advisors reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
  • Trivest Advisors sold 250,000 Zscaler shares in Q1 2025, an estimated $45.1M.
  • Trivest Advisors first reported a position in Zscaler in Q1 2023 and held it in 6 quarters.
  • Trivest Advisors's Zscaler position peaked at $150M in Q2 2023.
  • 766 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Trivest Advisors's 13F filing for Q1 2025, filed 8 May 2025.