Position in ZS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$42,345
+$258 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#68
of 98 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $6,181,041 across 31 Software - Infrastructure names. ZS ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,734 | $4,377,016 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,300 | $851,691 | |
| 3 | NTSK |
Netskope Inc
|
45,306 | $495,647 | |
| 4 | ORCL |
Oracle Corp
|
756 | $110,791 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
400 | $76,314 | |
| 6 | PANW |
Palo Alto Networks Inc
|
211 | $71,955 | |
| 7 | TWLO |
Twilio Inc
|
250 | $51,582 | |
| 8 | ZS |
Zscaler, Inc.
This page
|
300 | $42,345 |
All Filings in ZS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,345 | 300 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $42,087 | 300 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $67,476 | 300 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $89,898 | 300 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $94,182 | 300 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $59,526 | 300 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $54,123 | 300 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $51,794 | 303 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $58,810 | 306 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $58,944 | 306 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $67,797 | 306 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $46,677 | 300 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $43,890 | 300 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $35,049 | 300 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $33,570 | 300 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $49,311 | 300 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||