Position in ZS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$782,535
-$15,715 QoQ
Shares Held
5,544
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#365
of 740 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Synergy Financial Group, LTD holds $13,719,854 across 7 Software - Infrastructure names. ZS ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,205 | $7,909,889 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
14,960 | $2,854,143 | |
| 3 | OKTA |
Okta, Inc.
|
5,969 | $814,470 | |
| 4 | ZS |
Zscaler, Inc.
This page
|
5,544 | $782,535 | |
| 5 | NET |
Cloudflare, Inc.
|
3,102 | $760,858 | |
| 6 | PANW |
Palo Alto Networks Inc
|
966 | $329,425 | |
| 7 | SNPS |
Synopsys Inc
|
602 | $268,534 |
All Filings in ZS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,535 | 5,544 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $798,250 | 5,690 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,275,071 | 5,669 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,795,862 | 5,993 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,008,902 | 6,399 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,317,310 | 6,639 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,172,123 | 6,497 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,176,067 | 6,880 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,317,270 | 6,854 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,299,096 | 6,744 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,448,116 | 6,536 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,025,493 | 6,591 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $966,018 | 6,603 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $771,428 | 6,603 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $829,850 | 7,416 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,567,761 | 9,538 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,464,450 | 9,795 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,310,979 | 9,578 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $2,763,116 | 8,599 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||