Waverly Advisors’s Zscaler ZS Stock Holding History

Waverly 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 Q4	–	Sell	-1,343	Closed	-$402K	–	1527
2025 Q3	$402K	Buy	1,343 +493	+58%	+$141K	﹤0.01%	930
2025 Q2	$267K	Buy	+850	New	+$212K	﹤0.01%	1017

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Waverly Advisors's ZS Position: Q4 2025 in Review

Waverly Advisors sold out of Zscaler (ZS) in Q4 2025, closing a stake of 1,343 shares — an estimated $402K sold.

Waverly Advisors first reported a position in ZS in Q2 2025 and held it in 2 quarters. The position peaked at $402K in Q3 2025. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

Waverly Advisors reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
Waverly Advisors sold 1,343 Zscaler shares in Q4 2025, an estimated $402K.
Waverly Advisors first reported a position in Zscaler in Q2 2025 and held it in 2 quarters.
Waverly Advisors's Zscaler position peaked at $402K in Q3 2025.
889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.