We are live on ! Find out more

536 hedge funds and large institutions have $9.51B invested in Zscaler in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 75

15% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 174

4% more funds holding

Funds holding: 517536 (+19)

1.3% less ownership

Funds ownership: 42.04%40.75% (-1.3%)

17% less capital invested

Capital invested by funds: $11.5B → $9.51B (-$1.97B)

37% less call options, than puts

Call options by funds: $842M | Put options by funds: $1.35B

62% less funds holding in top 10

Funds holding in top 10: 135 (-8)

Holders
536
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.09%
New
102
Increased
200
Reduced
174
Closed
75
Calls
$842M
Puts
$1.35B
Net Calls
-$503M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
401
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K -$76.1K -383 -19%
RIM
402
Redpoint Investment Management
Australia
$278K +$322K +1,620 New
WDG
403
Wealth Dimensions Group
Ohio
$277K -$19.9K -100 -6%
KA
404
Kovack Advisors
Florida
$275K +$32.6K +164 +11%
XT
405
XTX Topco
Cayman Islands
$273K +$316K +1,593 New
SI
406
Stephens Inc
Arkansas
$272K -$88.6K -446 -22%
SPC
407
Sigma Planning Corp
Michigan
$268K -$159K -798 -34%
OIA
408
Optimum Investment Advisors
Illinois
$262K
KPWS
409
Kestra Private Wealth Services
Texas
$255K -$46.9K -236 -14%
P
410
Pitcairn
Pennsylvania
$252K +$73.1K +368 +33%
FC
411
FORA Capital
Florida
$250K -$3.72M -18,750 -93%
AG
412
AlphaSimPlex Group
Massachusetts
$249K +$288K +1,449 New
RIA
413
Realta Investment Advisors
Delaware
$242K -$2.78K -14 -1%
QP
414
Quilter Plc
United Kingdom
$237K +$274K +1,380 New
WAM
415
World Asset Management
Michigan
$233K -$19.1K -96 -7%
PGWM
416
Parisi Gray Wealth Management
New Jersey
$233K +$12.3K +62 +5%
VFA
417
Valeo Financial Advisors
Indiana
$233K +$125K +630 +86%
FAIM
418
Financial Advocates Investment Management
Washington
$230K +$266K +1,341 New
SBIA
419
Sheaff Brock Investment Advisors
Indiana
$226K +$1.19K +6 +0.5%
AC
420
Allstate Corporation
Illinois
$226K +$31K +156 +13%
CC
421
Cipher Capital
New York
$226K +$262K +1,318 New
OL
422
Optas LLC
Texas
$223K
JCM
423
JS Capital Management
New York
$223K +$258K +1,300 New
NIMI
424
Natixis Investment Managers International
France
$222K -$54.8K -276 -18%
LNC
425
Lincoln National Corp
Pennsylvania
$218K -$65.6K -330 -21%

ZS Hedge Fund Activity: Q1 2021 in Review

536 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q1 2021, worth a combined $9.51B — down 17% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new ZS positions and 75 closed out — a net gain of 27 holders — while 200 added to existing stakes and 174 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $197M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $295M sold.

  • 536 institutional investors held Zscaler (ZS) as of Q1 2021, up from 517 in Q4 2020.
  • Funds reported $9.51B of Zscaler stock for Q1 2021, down 17% quarter-over-quarter.
  • 102 funds opened new Zscaler positions in Q1 2021 and 75 closed out, a net change of +27 holders.
  • The largest Zscaler buyer in Q1 2021 was Capital Research Global Investors, an estimated $197M added.
  • The largest Zscaler seller in Q1 2021 was Whale Rock Capital Management, an estimated $295M sold.

Based on aggregated 13F filings for Q1 2021.