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Valeo Financial Advisors’s Zscaler ZS Stock Holding History

Valeo Financial 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
Q3 		$308K Buy
+1,544
New +$263K 0.01% 624
2026
Q2 		– Sell
-2,594
Closed -$364K – 887
2026
Q1 		$364K Buy
2,594
+548
+27% +$97.2K 0.01% 487
2025
Q4 		$460K Buy
2,046
+1,270
+164% +$358K 0.01% 489
2025
Q3 		$233K Buy
776
+85
+12% +$24.2K 0.01% 702
2025
Q2 		$217K Buy
+691
New +$172K 0.01% 685
2024
Q4 		– Sell
-1,380
Closed -$236K – 792
2024
Q3 		$236K Sell
1,380
-3
-0.2% -$548 0.01% 604
2024
Q2 		$266K Buy
1,383
+5
+0.4% +$890 0.01% 535
2024
Q1 		$245K Sell
1,378
-28
-2% -$6.26K 0.01% 561
2023
Q4 		$312K Buy
1,406
+28
+2% +$5.18K 0.01% 476
2023
Q3 		$214K Buy
1,378
+1
+0.1% +$150 0.01% 549
2023
Q2 		$201K Buy
+1,377
New +$168K 0.01% 548
2022
Q4 		– Sell
-1,394
Closed -$229K – 614
2022
Q3 		$229K Hold
1,394
– – 0.01% 413
2022
Q2 		$208K Buy
1,394
+115
+9% +$20.3K 0.01% 433
2022
Q1 		$309K Buy
1,279
+426
+50% +$105K 0.02% 439
2021
Q4 		$274K Sell
853
-1,083
-56% -$341K 0.01% 433
2021
Q3 		$508K Buy
1,936
+620
+47% +$156K 0.03% 299
2021
Q2 		$284K Sell
1,316
-44
-3% -$8.37K 0.02% 370
2021
Q1 		$233K Buy
1,360
+630
+86% +$125K 0.01% 408
2020
Q4 		$146K Buy
730
+551
+308% +$87.6K 0.01% 482
2020
Q3 		$25K Buy
179
+89
+99% +$11.6K ﹤0.01% 871
2020
Q2 		$10K Sell
90
-110
-55% -$9.14K ﹤0.01% 1297
2020
Q1 		$13K Sell
200
-500
-71% -$27.5K ﹤0.01% 1015
2019
Q4 		$33K Buy
700
+200
+40% +$9.28K ﹤0.01% 788
2019
Q3 		$24K Sell
500
-200
-29% -$14.4K ﹤0.01% 805
2019
Q2 		$54K Buy
+700
New +$49.9K 0.01% 572

Other funds holding ZS

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors's ZS Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Zscaler (ZS) in Q3 2026: 1,544 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in ZS as recently as Q1 2026.

Valeo Financial Advisors first reported a position in ZS in Q2 2019 and has held it in 25 quarters since. The position peaked at $508K in Q3 2021. 20 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Valeo Financial Advisors held 1,544 shares of Zscaler worth $308K as of Q3 2026.
  • Zscaler was a new Valeo Financial Advisors position in Q3 2026.
  • Zscaler made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #624 holding.
  • Valeo Financial Advisors first reported a position in Zscaler in Q2 2019 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Zscaler position peaked at $508K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.