🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Zscaler, Inc.

ZS Technology
$140.29 +$3.03 (2.21%)
Market Cap: $22.56 B
Gurus Holding
6
Popularity Rank
#1531
% of Shares Held
2.11%
Net Activity (Q4 2025)
-$160.54 M

Guru Ownership Trend

Guru Analysis for Zscaler, Inc. (ZS)

Zscaler, Inc. (ZS), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $477.04 M.

Top institutional holders include Cliff Asness and Chase Coleman.

Institutional sentiment is currently Bearish. This is evidenced by a $160.54 M net outflow during the quarter.

Recent activity highlights Ken Fisher who increased their stake by 26.7%. Conversely, Joel Greenblatt reduced exposure by 84.2%.

Key Holders

Top 5 by Value

$359.66 M
$355.32 M
$23.16 M
$1.24 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$5.5 M
Total Buy Value
New Buys 0
Additions 2
-$166.04 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Zscaler, Inc. (ZS)

Major holders include Cliff Asness ($359.66 M), Chase Coleman ($355.32 M), Renaissance Technologies (RenTech) ($24.36 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.4 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $160.54 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited ZS. The total reported sell value was $166.04 M.

Yes, 0 managers opened new positions in ZS, and 2 increased their existing holdings. The total reported buy value was $5.5 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Reduce -17.6% 1,599,045 $359.66 M Q4 2025
1.20% Reduce -6.2% 1,579,766 $355.32 M Q4 2025
0.04% Add 2.7% 108,300 $24.36 M Q4 2025
0.01% Add 26.7% 102,968 $23.16 M Q4 2025
0.00% Reduce -79.4% 5,518 $1.24 M Q4 2025
0.00% Reduce -84.2% 4,814 $1.08 M Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form