Position in ZS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,487,579
+$180,778 QoQ
Shares Held
10,539
+13.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#294
of 743 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Derivatives in ZS
reported options exposure · as of Jun 30, 2026CallValue
$56,460
CallShares
400
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, 2026180 WEALTH ADVISORS, LLC holds $74,760,395 across 18 Software - Infrastructure names. ZS ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,359 | $40,047,054 | |
| 2 | TWLO |
Twilio Inc
|
50,259 | $10,369,939 | |
| 3 | PATH |
UiPath, Inc.
|
520,891 | $5,662,085 | |
| 4 | CRWV |
CoreWeave, Inc.
|
33,137 | $3,298,456 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,365 | $2,852,632 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
54,932 | $2,620,050 | |
| 7 | ORCL |
Oracle Corp
|
17,416 | $2,552,314 | |
| 8 | ZS |
Zscaler, Inc.
This page
|
10,539 | $1,487,579 |
All Filings in ZS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,460 | 400 | Call | Sole | 2026-07-07 | |
| 2026-06-30 | $1,487,579 | 10,539 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,306,801 | 9,315 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,743,804 | 7,753 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,366,415 | 7,897 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,467,882 | 7,861 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,623,075 | 8,180 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,496,320 | 8,294 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,455,212 | 8,513 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,662,059 | 8,648 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,661,433 | 8,625 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,095,071 | 9,456 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,035,428 | 13,082 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,027,718 | 13,860 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,595,897 | 13,660 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,512,888 | 13,520 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,194,832 | 13,353 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,010,759 | 13,449 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,225,189 | 13,367 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,456,204 | 13,868 | Shares | Sole | 2022-01-26 | |
| 2021-12-31 | $128,532 | 400 | Call | Sole | 2022-01-26 | |
| 2021-09-30 | $4,110,560 | 15,676 | Shares | Sole | 2021-10-28 | |
| 2021-09-30 | $104,888 | 400 | Call | Sole | 2021-10-28 | |
| 2021-06-30 | $86,424 | 400 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $3,822,965 | 17,694 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,247,309 | 18,916 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $3,164,005 | 15,843 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||