HolderBook

ZSCALER INC (ZS)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

30
Reporting holders
$58.8M
Reported value
5.6%
Calls
4.9%
Puts
-735
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
JIA INVESTMENT ALLIANCE PTE. LTD.$38.1M191,0603.28%9qHELD
CenterStar Asset Management, LLC$6.2Moptions only1.45%newOPTIONS
Red Spruce Capital, LLC$3.8M19,1401.35%28q-1.1%-$42.9K
INSPIRION WEALTH ADVISORS, LLC$1.7M8,3460.19%26q-0.6%-$10.0K
Bangor Savings Bank$1.6M8,2730.13%2q+2.0%+$32.9K
Retireful, LLC$1.5M7,4061.27%newNEW
Cox Capital Mgt LLC$1.1M5,6820.63%9q-1.6%-$17.9K
TLWM$973.6K4,8820.16%16qHELD
Farther Finance Advisors, LLC$736.0K3,6910.01%16q+79.8%+$326.6K
MOODY NATIONAL BANK TRUST DIVISION$616.4K3,0910.05%26q+57.8%+$225.7K
Green Alpha Advisors, LLC$536.8K2,6920.36%22q-4.4%-$24.9K
Investors Research Corp$354.0K1,7750.06%2qHELD
Valeo Financial Advisors, LLC$307.9K1,5440.01%newNEW
RIVERSEDGE ADVISORS, LLC$275.4K1,3810.03%newNEW
Wedmont Private Capital$246.1K1,1350.01%newNEW
Quintet Private Bank (Europe) S.A.$233.3K1,1700.01%16q+4.5%+$10.0K
GAMMA Investing LLC$160.5K8050.01%12q+13.9%+$19.5K
CoreCap Advisors, LLC$111.5K5590.00%11q-33.3%-$55.6K
EASTERN BANK$48.3K2420.00%9qHELD
Versant Capital Management, Inc$45.9K2300.00%21q+45.6%+$14.4K
MassMutual Private Wealth & Trust, FSB$32.7K1640.00%15q-96.1%-$795.7K
TOTH FINANCIAL ADVISORY CORP$31.3K1570.00%22q+4.7%+$1.4K
ELEVATION WEALTH PARTNERS, LLC$30.5K1530.01%4q+84.3%+$14.0K
BURKETT FINANCIAL SERVICES, LLC$26.5K1330.01%newNEW
Bullock Wealth Management Group$13.9K700.01%8qHELD
GK Wealth Management LLC$11.0K550.01%newNEW
GoalVest Advisory LLC$6.4K320.00%newNEW
Mn Services Vermogensbeheer B.V.$6.1K30,4580.05%22qHELD
Planning Strategies Inc.$1.2K60.00%2qHELD
Davis Capital Management$59830.00%5qHELD
CX Institutional$1226110.00%2q+15.9%
VALLEY WEALTH MANAGERS, INC.$5200.00%17qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-3013GBlackRock, Inc.5.1%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-242026-09-24Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-16RUBIN KEVINChief Financial OfficerSold5,957$1.1M
2026-09-21Schlossman RobertChief Legal OfficerSold5,394$1.1M
2026-09-16Geller AdamChief Product OfficerSold5,578$1.1M
2026-09-17Geller AdamChief Product OfficerSold4,584$880.2K
2026-09-16Rich Michael J.CRO and President of WW SalesSold4,108$791.9K
2026-06-16Rich Michael J.CRO and President of WW SalesSold4,184$529.0K
2026-09-16Schlossman RobertChief Legal OfficerSold2,325$448.2K
2026-06-16Schlossman RobertChief Legal OfficerSold3,146$397.7K
2026-06-25RUBIN KEVINChief Financial OfficerSold3,000$372.7K ×5
2026-06-22Geller AdamChief Product OfficerSold2,817$345.4K
2026-06-16Geller AdamChief Product OfficerSold1,940$245.3K
2026-06-16RUBIN KEVINChief Financial OfficerSold1,686$213.2K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-09-16Chaudhry Jagtar SinghCEO & ChairmanSold2,852$549.8K
2026-06-16Chaudhry Jagtar SinghCEO & ChairmanSold2,878$363.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202630$58.8M263,87788610.5%
Q2 2026765$15.6B87,294,66913128124321.2%
Q1 2026766$14.6B90,346,1918828626013.4%
Q4 2025906$23.4B90,855,1029332328312.6%
Q3 2025929$28.5B82,428,28312536223613.4%
Q2 2025925$30.6B83,475,76220732524914.4%
Q1 2025785$20.2B85,476,22210831321016.2%
Q4 2024770$16.4B75,796,15210726623416.6%
Q3 2024704$14.9B74,354,0078228122914.8%
Q2 2024734$16.3B73,926,3569529322316.5%
Q1 2024743$16.9B73,360,6119930820616.9%
Q4 2023756$18.8B70,242,85015326518317.3%
Q3 2023633$12.2B65,702,4258522217316.0%
Q2 2023604$11.6B67,520,5219920017914.7%
Q1 2023575$9.2B68,053,1937020717213.8%
Q4 2022565$9.1B66,929,7576517521317.7%
Q3 2022605$13.9B66,206,7016723518821.5%
Q2 2022591$12.4B65,289,9477121520621.1%
Q1 2022631$19.3B63,640,2958922421420.5%
Q4 2021670$29.4B64,548,49810321821429.4%
Q3 2021601$20.3B61,076,8708420519221.2%
Q2 2021553$16.5B60,283,0228722215921.0%
Q1 2021541$11.7B55,358,7199619316918.7%
Q4 2020526$15.3B57,128,89810817714223.8%
Q3 2020418$9.4B55,349,67810214411716.8%
Q2 2020371$7.2B55,862,2941281109915.4%
Q1 2020284$3.8B54,820,35183958211.4%
Q4 2019252$2.8B53,285,64047965811.7%
Q3 2019250$2.6B47,774,79360916812.6%
Q2 2019277$3.9B42,731,169103836816.2%
Q1 2019213$3.4B43,036,2977970379.1%
Q4 2018147$1.6B38,672,0874524.2%