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Thematics Asset Management: ZS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thematics Asset Management on ZS, newest first. How the timeline and the estimate are built.

Thematics Asset Management held 94,104 ZS shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 94,104 shares
    Change vs previous 13F -7,243 shares

    1.28% of the 13F portfolio, value $28,199,205.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 101,347 shares
    Change vs previous 13F -38,806 shares

    1.43% of the 13F portfolio, value $31,816,877.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 140,153 shares
    Change vs previous 13F -21,847 shares

    1.41% of the 13F portfolio, value $27,809,158.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 162,000 shares
    Change vs previous 13F +15,000 shares

    1.28% of the 13F portfolio, value $29,226,420.

    13F-HR 0001104659-25-012944 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 147,000 shares
    Change vs previous 13F +69,000 shares

    0.99% of the 13F portfolio, value $25,128,180.

    13F-HR 0001104659-24-117705 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 78,000 shares
    Change vs previous 13F -10,000 shares

    0.61% of the 13F portfolio, value $14,990,820.

    13F-HR 0001104659-24-088937 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 88,000 shares
    Change vs previous 13F -5,000 shares

    0.7% of the 13F portfolio, value $16,951,440.

    13F-HR 0001104659-24-060512 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 93,000 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $20,605,080.

    13F-HR 0001104659-24-019861 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).