Position in ZS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$31,963,954
-$27,121,855 QoQ
Shares Held
227,842
-13.3% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.7009243247513628.ToString("F0")%
Shared 0.ToString("F0")%
None 99.29907567524864.ToString("F0")%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NICHOLAS COMPANY, INC. holds $379,780,125 across 14 Software - Infrastructure names. ZS ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
451,856 | $167,263,535 | |
| 2 | PANW |
Palo Alto Networks Inc
|
344,380 | $55,211,001 | |
| 3 | SNPS |
Synopsys Inc
|
135,202 | $53,604,888 | |
| 4 | ZS |
Zscaler, Inc.
This page
|
227,842 | $31,963,954 | |
| 5 | CPAY |
Corpay, Inc.
|
71,005 | $20,661,744 | |
| 6 | OKTA |
Okta, Inc.
|
160,228 | $12,611,545 | |
| 7 | MDB |
MongoDB, Inc.
|
44,955 | $11,003,635 | |
| 8 | IIIV |
i3 Verticals, Inc.
|
293,827 | $6,569,971 |
All Filings in ZS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,963,954 | 227,842 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $59,085,809 | 262,697 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $78,731,769 | 262,737 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $82,496,211 | 262,777 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $37,098,984 | 186,972 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||