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Disclosery

ZS ZSCALER INC

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STOK (common), issuer CIK 1713683

889 managers (907 13F filers) reported a position in ZS shares at 2025-06-30, 83,292,924 shares in all. 206 filers opened a position and 70 filers sold out during the quarter.

Managers
889
13F filers
907
New
206
Added
331
Reduced
248
Sold out
70
Shares held by filers
83,292,924

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Geller Adamofficer (Chief Product Officer)2026-10-12-1,042 S$235.95Form 4
Geller Adamofficer (Chief Product Officer)2026-10-12+1,042 M$205.61Form 4
Geller Adamofficer (Chief Product Officer)2026-10-09-2,083 S$230.0006Form 4
Geller Adamofficer (Chief Product Officer)2026-10-09-21,875 S$225Form 4
Geller Adamofficer (Chief Product Officer)2026-10-09+23,958 M$205.61Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
E Fund Management (Hong Kong) Co., Ltd.72$22.6K0.02%+4413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC71$22.3K<0.01%new13F-HR/ATimeline
CHESAPEAKE ASSET MANAGEMENT LLC70$22K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.70$22K<0.01%013F-HRTimeline
Bullock Wealth Management Group70$21.5K0.01%013F-HRTimeline
Beacon Capital Management, LLC62$19.5K<0.01%013F-HRTimeline
Key Financial Inc54$17K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC50$15.7K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC50$15.7K0.01%013F-HRTimeline
Orion Capital Management LLC50$15.7K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.48$15K<0.01%+4413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Square Financial Group, LLC47$14.8K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…47$14.8K0.02%013F-HR/ATimeline
High Note Wealth, LLC45$14.1K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC43$13.5K<0.01%+1113F-HRTimeline
Scarborough Advisors, LLC43$13.5K<0.01%new13F-HRTimeline
Hemington Wealth Management44$13K<0.01%+813F-HRTimeline
Sound Income Strategies, LLC40$12.6K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC40$12.6K0.01%new13F-HRTimeline
Rise Advisors, LLC38$11.9K<0.01%013F-HRTimeline
SRH ADVISORS, LLC37$11.6K<0.01%013F-HRTimeline
Silicon Valley Capital Partners36$11.4K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC35$11K<0.01%013F-HRTimeline
Compass Financial Services Inc35$11K0.01%013F-HRTimeline
First Pacific Financial33$10.4K<0.01%+1113F-HRTimeline
Inlight Wealth Management, LLC33$10.4K0.01%013F-HRTimeline
WealthCollab, LLC28$8.79K<0.01%013F-HRTimeline
Activest Wealth Management28$8.79K<0.01%+113F-HRTimeline
Asset Dedication, LLC25$7.85K<0.01%013F-HRTimeline
Bogart Wealth, LLC23$7.22K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC22$6.91K<0.01%-213F-HRTimeline
Bell Investment Advisors, Inc22$6.91K<0.01%-213F-HRTimeline
Strengthening Families & Communities, L…21$6.59K<0.01%-213F-HRTimeline
Avion Wealth22$6K<0.01%+413F-HR/ATimeline
TOTAL INVESTMENT MANAGEMENT INC18$5.65K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.18$5.65K<0.01%+1213F-HRTimeline
Salomon & Ludwin, LLC18$5.57K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC20$5.51K<0.01%new13F-HRTimeline
Tidemark, LLC17$5.34K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.16$5.02K<0.01%-113F-HRTimeline
SIERRA OCEAN, LLC16$5.02K<0.01%-1413F-HRTimeline
BOKF, NAin group BOKF, NA15$4.71K<0.01%-1613F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.15$4.71K<0.01%-1513F-HRTimeline
Hughes Financial Services, LLC16$4.63K<0.01%+513F-HRTimeline
Dogwood Wealth Management LLC14$4.37K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP13$4.08K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12$3.77K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$3.77K<0.01%013F-HRTimeline
Cromwell Holdings LLC12$3.77K<0.01%+813F-HRTimeline
2UniFi Bank12$3.77K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11$3.45K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC10$3.14K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC10$3.14K<0.01%013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$3.14K<0.01%013F-HRTimeline
Missouri Trust & Investment Co10$3.14K<0.01%013F-HRTimeline
Rossby Financial, LCC10$3.14K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC8$3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC10$2.82K<0.01%+113F-HRTimeline
Fortitude Family Office, LLC8$2.51K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC7$2.2K<0.01%new13F-HRTimeline
Kilter Group LLC7$2.2K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC6$1.88K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc6$1.88K<0.01%+213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6$1.88K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.88K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC6$1.88K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC5$1.57K<0.01%+113F-HRTimeline
Sachetta, LLC5$1.57K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$1.57K<0.01%013F-HRTimeline
UMB Bank, n.a.4$1.26K<0.01%+213F-HR/ATimeline
GHP Investment Advisors, Inc.4$1.26K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC4$1.26K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC4$1.26K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$1.25K<0.01%+213F-HRTimeline
Horizon Investments, LLC3$942<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC3$942<0.01%-2513F-HRTimeline
Bare Financial Services, Inc3$942<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC3$942<0.01%013F-HRTimeline
DecisionPoint Financial, LLC3$922<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.2$628<0.01%-113F-HRTimeline
Stephens Consulting, LLC2$628<0.01%new13F-HRTimeline
WPG Advisers, LLC2$628<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$314<0.01%013F-HRTimeline
PayPay Securities Corp1$3140.02%-113F-HRTimeline
Painted Porch Advisors LLC1$314<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$314<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$314<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.0$82<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Geller Adam reported transactions in ZS shares with no net change in a Form 4 filed 2026-10-13. 0001713683-26-000202

    Accepted , ingested