Position in ZS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$257,598
-$6,988 QoQ
Shares Held
1,825
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#505
of 740 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026TRUE Private Wealth Advisors holds $17,765,601 across 7 Software - Infrastructure names. ZS ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,876 | $12,263,405 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,586 | $2,245,957 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,955 | $2,143,767 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,256 | $379,877 | |
| 5 | ORCL |
Oracle Corp
|
1,968 | $288,410 | |
| 6 | ZS |
Zscaler, Inc.
This page
|
1,825 | $257,598 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,912 | $186,587 |
All Filings in ZS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,598 | 1,825 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $264,586 | 1,886 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $436,794 | 1,942 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $593,626 | 1,981 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $619,089 | 1,972 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $391,284 | 1,972 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $353,784 | 1,961 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $316,751 | 1,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $356,128 | 1,853 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $365,226 | 1,896 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $410,550 | 1,853 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $288,308 | 1,853 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $265,973 | 1,818 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $218,004 | 1,866 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $337,451 | 2,053 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $295,730 | 1,978 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $406,074 | 1,683 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $540,798 | 1,683 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $441,316 | 1,683 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $363,628 | 1,683 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $288,920 | 1,683 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $346,097 | 1,733 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $240,579 | 1,710 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $188,778 | 1,724 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $102,549 | 1,685 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||