Position in ZS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,603,560
-$26,121,876 QoQ
Shares Held
296,554
-1.5% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 61.386796333888604.ToString("F0")%
Shared 0.ToString("F0")%
None 38.6132036661114.ToString("F0")%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $1,789,824,410 across 37 Software - Infrastructure names. ZS ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,616,923 | $598,536,386 | |
| 2 | FTNT |
Fortinet, Inc.
|
3,052,283 | $249,432,566 | |
| 3 | VRSN |
Verisign Inc/Ca
|
919,657 | $228,406,012 | |
| 4 | DBX |
Dropbox, Inc.
|
4,803,221 | $109,129,181 | |
| 5 | MQ |
Marqeta, Inc.
|
5,641,985 | $92,077,195 | |
| 6 | NTNX |
Nutanix, Inc.
|
2,079,787 | $79,052,703 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
913,960 | $78,399,488 | |
| 8 | SNPS |
Synopsys Inc
|
181,330 | $71,893,718 |
All Filings in ZS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||