Position in ZS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,375
+$1,140 QoQ
Shares Held
31
+34.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#687
of 740 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $48,786,290 across 12 Software - Infrastructure names. ZS ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
130,090 | $48,526,171 | |
| 2 | ORCL |
Oracle Corp
|
1,243 | $182,161 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
309 | $36,051 | |
| 4 | FTNT |
Fortinet, Inc.
|
139 | $21,353 | |
| 5 | ZS |
Zscaler, Inc.
This page
|
31 | $4,375 | |
| 6 | RDWR |
Radware Ltd
|
108 | $3,332 | |
| 7 | NTAP |
NetApp, Inc.
|
18 | $2,785 | |
| 8 | XYZ |
Block, Inc.
|
36 | $2,736 |
All Filings in ZS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,375 | 31 | Shares | Other | 2026-08-04 | |
| 2020-09-30 | $3,235 | 23 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $9,964 | 91 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $5,538 | 91 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||