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Equibles

MARATHON CAPITAL MANAGEMENT

Position in ZS — Zscaler, Inc.

CIK 1213206 Hunt Valley, MD
Back to ZS Full portfolio

Position in ZS

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$9,340,177
+$32,637 QoQ
Shares Held
66,172
-0.3% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#129
of 745 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in ZS Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $26,935,358 across 6 Software - Infrastructure names. ZS ranks #1 (34.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ZS
Zscaler, Inc.
This page 		66,172 $9,340,177
2 MSFT
Microsoft Corp
 23,877 $8,906,598
3 ZETA
Zeta Global Holdings Corp.
 239,765 $4,718,575
4 CALX
Calix, Inc
 83,555 $3,118,272
5 CPAY
Corpay, Inc.
 1,557 $518,901
6 PANW
Palo Alto Networks Inc
 976 $332,835

All Filings in ZS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,340,177 66,172
2026-03-31 $9,307,540 66,345
2021-09-30 $579,506 2,210