Position in ZS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,185,095
+$104,301 QoQ
Shares Held
8,396
+9.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#318
of 740 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Derivatives in ZS
reported options exposure · as of Mar 31, 2024CallValue
$481,575
CallShares
2,500
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 Jun 30, 2026INSPIRION WEALTH ADVISORS, LLC holds $5,022,524 across 7 Software - Infrastructure names. ZS ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,271 | $2,339,208 | |
| 2 | ZS |
Zscaler, Inc.
This page
|
8,396 | $1,185,095 | |
| 3 | ORCL |
Oracle Corp
|
2,735 | $400,814 | |
| 4 | VRSN |
Verisign Inc/Ca
|
1,500 | $377,340 | |
| 5 | PANW |
Palo Alto Networks Inc
|
727 | $247,921 | |
| 6 | OKTA |
Okta, Inc.
|
1,760 | $240,152 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,864 | $231,994 |
All Filings in ZS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,185,095 | 8,396 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,080,794 | 7,704 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,713,665 | 7,619 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,720,613 | 9,079 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,698,000 | 8,594 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,712,166 | 8,629 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,556,757 | 8,629 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,551,964 | 9,079 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,749,889 | 9,105 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,762,564 | 9,150 | Shares | Sole | 2024-04-12 | |
| 2024-03-31 | $481,575 | 2,500 | Call | Sole | 2024-04-12 | |
| 2023-12-31 | $2,470,394 | 11,150 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,126,915 | 13,670 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,992,606 | 13,620 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,753,618 | 15,010 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,676,821 | 14,985 | Shares | Sole | 2023-01-18 | |
| 2022-12-31 | $559,500 | 5,000 | Call | Sole | 2023-01-18 | |
| 2022-09-30 | $2,379,255 | 14,475 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,109,885 | 14,112 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,564,082 | 10,627 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,014,075 | 9,380 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $521,293 | 1,988 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $429,527 | 1,988 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $341,279 | 1,988 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $399,020 | 1,998 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $281,098 | 1,998 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $234,877 | 2,145 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||