Position in ZS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,469,371
-$1,623,492 QoQ
Shares Held
24,730
+9.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Campbell & CO Investment Adviser LLC holds $42,722,000 across 32 Software - Infrastructure names. ZS ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,699 | $8,032,318 | |
| 2 | VRSN |
Verisign Inc/Ca
|
24,813 | $6,162,556 | |
| 3 | ZS |
Zscaler, Inc.
This page
|
24,730 | $3,469,371 | |
| 4 | NET |
Cloudflare, Inc.
|
15,082 | $3,112,019 | |
| 5 | FFIV |
F5, Inc.
|
8,484 | $2,454,675 | |
| 6 | MDB |
MongoDB, Inc.
|
8,874 | $2,172,088 | |
| 7 | NTAP |
NetApp, Inc.
|
18,442 | $1,888,276 | |
| 8 | OKTA |
Okta, Inc.
|
22,731 | $1,789,157 |
All Filings in ZS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,469,371 | 24,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,092,863 | 22,643 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,233,665 | 7,454 | Shares | Sole | 2025-10-28 | |
| 2024-12-31 | $570,636 | 3,163 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,420,860 | 7,393 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,984,108 | 25,874 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $2,142,270 | 14,643 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $519,659 | 4,448 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $233,734 | 1,422 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $224,931 | 700 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $603,106 | 2,300 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||