Position in ZS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$22,523,138
-$10,661,333 QoQ
Shares Held
160,547
+8.8% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.05543547995291099.ToString("F0")%
Shared 0.ToString("F0")%
None 99.94456452004708.ToString("F0")%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Derivatives in ZS
reported options exposure · as of Mar 31, 2021CallValue
$274,672
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Creative Planning holds $2,068,804,700 across 87 Software - Infrastructure names. ZS ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,870,580 | $1,432,772,598 | |
| 2 | ORCL |
Oracle Corp
|
1,066,125 | $156,837,648 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
714,374 | $104,498,628 | |
| 4 | PANW |
Palo Alto Networks Inc
|
403,778 | $64,733,688 | |
| 5 | FTNT |
Fortinet, Inc.
|
400,266 | $32,709,737 | |
| 6 | SNPS |
Synopsys Inc
|
71,610 | $28,391,931 | |
| 7 | ZS |
Zscaler, Inc.
This page
|
160,547 | $22,523,138 | |
| 8 | NET |
Cloudflare, Inc.
|
93,302 | $19,251,933 |
All Filings in ZS
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,523,138 | 160,547 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $33,184,471 | 147,539 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,737,623 | 102,575 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,039,236 | 89,314 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,424,200 | 107,974 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $21,305,518 | 118,095 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $25,390,401 | 148,534 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $26,518,950 | 137,983 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $23,887,083 | 124,005 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $23,289,943 | 105,118 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,339,859 | 117,873 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $17,332,599 | 118,473 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $8,504,171 | 72,791 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,033,524 | 71,792 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,681,118 | 71,066 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,007,972 | 73,627 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,736,010 | 73,508 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,045,424 | 77,943 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $17,468,571 | 66,618 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $15,277,818 | 70,711 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,511,503 | 67,056 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $274,672 | 1,600 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $239,652 | 1,200 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $12,747,689 | 63,831 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $140,690 | 1,000 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $9,893,039 | 70,318 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $196,966 | 1,400 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $8,052,301 | 73,537 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $131,400 | 1,200 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $6,402,654 | 105,203 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $73,032 | 1,200 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||