Weatherly Asset Management’s Zscaler ZS Stock Holding History

Weatherly Asset Management’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 Q2	$4.08M	Buy	28,920 +3,830	+15%	+$534K	0.29%	58
2026 Q1	$3.52M	Buy	25,090 +3,160	+14%	+$560K	0.28%	62
2025 Q4	$4.93M	Buy	21,930 +2,110	+11%	+$596K	0.38%	47
2025 Q3	$5.94M	Buy	19,820 +3,160	+19%	+$901K	0.49%	43
2025 Q2	$5.23M	Buy	16,660 +2,910	+21%	+$725K	0.45%	41
2025 Q1	$2.73M	Buy	13,750 +1,010	+8%	+$201K	0.24%	64
2024 Q4	$2.3M	Buy	12,740 +3,310	+35%	+$641K	0.2%	71
2024 Q3	$1.61M	Buy	9,430 +5,970	+173%	+$1.09M	0.14%	84
2024 Q2	$665K	Buy	+3,460	New	+$616K	0.06%	120

Other funds holding ZS

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Weatherly Asset Management's ZS Position: Q2 2026 in Review

Weatherly Asset Management increased its Zscaler (ZS) stake by 15% in Q2 2026, buying an estimated $534K and bringing the position to 28,920 shares worth $4.08M. The position accounts for 0.29% of the portfolio, ranked #58.

Weatherly Asset Management first reported a position in ZS in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.94M in Q3 2025. 172 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Weatherly Asset Management held 28,920 shares of Zscaler worth $4.08M as of Q2 2026.
Weatherly Asset Management bought 3,830 Zscaler shares in Q2 2026, an estimated $534K.
Zscaler made up 0.29% of Weatherly Asset Management's portfolio in Q2 2026, its #58 holding.
Weatherly Asset Management first reported a position in Zscaler in Q2 2024 and has held it in 9 quarters since.
Weatherly Asset Management's Zscaler position peaked at $5.94M in Q3 2025.
172 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.