Position in ZS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$548,650
+$304,727 QoQ
Shares Held
3,887
+377.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#409
of 743 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names. ZS ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,778 | $30,504,829 | |
| 2 | PANW |
Palo Alto Networks Inc
|
61,181 | $20,863,944 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
159,459 | $18,604,081 | |
| 4 | ORCL |
Oracle Corp
|
34,390 | $5,039,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
97,700 | $4,659,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,541 | $1,148,791 | |
| 7 | NET |
Cloudflare, Inc.
|
3,374 | $827,574 | |
| 8 | ZS |
Zscaler, Inc.
This page
|
3,887 | $548,650 |
All Filings in ZS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,650 | 3,887 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $243,923 | 814 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $271,244 | 864 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $260,723 | 1,314 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 | $367,855 | 2,039 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,712,305 | 10,017 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,924,206 | 10,012 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $724,481 | 3,761 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $808,694 | 3,650 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $585,173 | 3,761 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $541,017 | 3,698 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $405,867 | 3,474 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $474,791 | 4,243 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $674,738 | 4,105 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $635,267 | 4,249 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,032,784 | 8,425 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,396,821 | 4,347 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,250,002 | 4,767 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,543,532 | 7,144 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,492,670 | 8,695 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $676,018 | 3,385 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $625,648 | 4,447 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $416,647 | 3,805 | Shares | Other | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||