TwinBeech Capital’s Zscaler ZS Stock Holding History

TwinBeech Capital’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	$365K	Buy	2,600 +1,067	+70%	+$189K	0.04%	409
2025 Q4	$345K	Buy	+1,533	New	+$433K	0.02%	458
2025 Q1	–	Sell	-2,491	Closed	-$449K	–	1009
2024 Q4	$449K	Buy	+2,491	New	+$482K	0.01%	466
2024 Q3	–	Sell	-58,886	Closed	-$11.3M	–	940
2024 Q2	$11.3M	Buy	+58,886	New	+$10.5M	0.22%	129
2024 Q1	–	Sell	-134,528	Closed	-$29.8M	–	905
2023 Q4	$29.8M	Buy	+134,528	New	+$24.9M	0.48%	56
2022 Q4	–	Sell	-96,493	Closed	-$15.9M	–	976
2022 Q3	$15.9M	Buy	+96,493	New	+$15.8M	0.42%	71
2021 Q3	–	Sell	-40,120	Closed	-$8.67M	–	787
2021 Q2	$8.67M	Buy	+40,120	New	+$7.63M	1.05%	13
2020 Q2	–	Sell	-22,771	Closed	-$1.39M	–	511
2020 Q1	$1.39M	Buy	+22,771	New	+$1.25M	0.55%	63

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

TwinBeech Capital's ZS Position: Q1 2026 in Review

TwinBeech Capital increased its Zscaler (ZS) stake by 70% in Q1 2026, buying an estimated $189K and bringing the position to 2,600 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #409.

TwinBeech Capital first reported a position in ZS in Q1 2020 and has held it in 8 quarters since. The position peaked at $29.8M in Q4 2023. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

TwinBeech Capital held 2,600 shares of Zscaler worth $365K as of Q1 2026.
TwinBeech Capital bought 1,067 Zscaler shares in Q1 2026, an estimated $189K.
Zscaler made up 0.04% of TwinBeech Capital's portfolio in Q1 2026, its #409 holding.
TwinBeech Capital first reported a position in Zscaler in Q1 2020 and has held it in 8 quarters since.
TwinBeech Capital's Zscaler position peaked at $29.8M in Q4 2023.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.