Position in ZS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$292,772,603
-$172,728,576 QoQ
Shares Held
2,086,910
+0.8% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.89577892673857.ToString("F0")%
Shared 0.ToString("F0")%
None 0.1042210732614248.ToString("F0")%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $101,328,675,552 across 147 Software - Infrastructure names. ZS ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,501,918 | $69,777,754,985 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,871,332 | $8,172,858,444 | |
| 3 | ORCL |
Oracle Corp
|
38,948,218 | $5,729,672,349 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,323,515 | $3,097,945,924 | |
| 5 | SNPS |
Synopsys Inc
|
4,564,997 | $1,809,930,010 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,461,777 | $1,426,976,416 | |
| 7 | NET |
Cloudflare, Inc.
|
5,993,429 | $1,236,684,139 | |
| 8 | XYZ |
Block, Inc.
|
14,714,249 | $885,503,504 |
All Filings in ZS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,772,603 | 2,086,910 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $465,501,179 | 2,069,630 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $590,776,692 | 1,971,490 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $585,915,325 | 1,866,329 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $349,419,802 | 1,761,011 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $299,193,025 | 1,658,406 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $277,924,678 | 1,625,861 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $300,863,258 | 1,565,447 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $287,572,511 | 1,492,875 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $316,339,379 | 1,427,782 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $210,361,569 | 1,352,025 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $191,225,365 | 1,307,077 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $145,059,165 | 1,241,626 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $134,174,925 | 1,199,061 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $188,603,397 | 1,147,432 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $166,030,406 | 1,110,497 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $267,396,147 | 1,108,240 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $345,130,913 | 1,074,070 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $265,556,487 | 1,012,724 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $218,565,863 | 1,011,598 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $175,761,067 | 1,023,831 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $195,972,426 | 981,285 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $123,098,262 | 874,961 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $92,093,661 | 841,038 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $49,210,725 | 808,589 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||