Position in ZS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$93,193,581
+$51,590,021 QoQ
Shares Held
660,245
+122.6% QoQ
Ownership
0.408%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#29
of 743 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $2,464,904,588 across 33 Software - Infrastructure names. ZS ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,737,693 | $648,194,242 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,564,536 | $393,964,020 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,928,504 | $367,929,635 | |
| 4 | VRSN |
Verisign Inc/Ca
|
921,158 | $231,726,506 | |
| 5 | SNPS |
Synopsys Inc
|
448,092 | $199,880,398 | |
| 6 | VRNS |
Varonis Systems Inc
|
3,331,623 | $139,794,901 | |
| 7 | DBX |
Dropbox, Inc.
|
4,356,717 | $119,679,015 | |
| 8 | NTNX |
Nutanix, Inc.
|
1,962,593 | $100,013,739 |
All Filings in ZS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,193,581 | 660,245 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,603,560 | 296,554 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,725,436 | 301,109 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,902,644 | 83,103 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $866,160 | 2,759 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,231,468 | 16,286 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $38,636,569 | 200,574 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $50,542,267 | 228,120 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $36,183,699 | 232,558 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $38,615,738 | 263,949 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,848,337 | 366,758 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $39,398,423 | 352,086 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $41,683,410 | 253,595 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,214,745 | 75,010 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,451,134 | 84,761 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $41,643,725 | 129,598 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,204,483 | 8,407 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $5,936,579 | 29,726 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,964,509 | 70,826 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,700,005 | 33,790 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||