Waddell & Associates’s Zscaler ZS Stock Holding History

Waddell & Associates’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	-1,032	Closed	-$232K	–	491
2025 Q4	$232K	Sell	1,032 -519	-33%	-$146K	0.02%	328
2025 Q3	$465K	Buy	+1,551	New	+$442K	0.04%	145

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waddell & Associates's ZS Position: Q1 2026 in Review

Waddell & Associates sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,032 shares — an estimated $232K sold.

Waddell & Associates first reported a position in ZS in Q3 2025 and held it in 2 quarters. The position peaked at $465K in Q3 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Waddell & Associates reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Waddell & Associates sold 1,032 Zscaler shares in Q1 2026, an estimated $232K.
Waddell & Associates first reported a position in Zscaler in Q3 2025 and held it in 2 quarters.
Waddell & Associates's Zscaler position peaked at $465K in Q3 2025.
749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Waddell & Associates's 13F filing for Q1 2026, filed 11 May 2026.