Position in ZS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,082,058
+$562,182 QoQ
Shares Held
28,920
+15.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#198
of 740 holders
Holding Since
Jun 2024
9 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $103,766,582 across 7 Software - Infrastructure names. ZS ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
133,772 | $45,618,927 | |
| 2 | MSFT |
Microsoft Corp
|
95,292 | $35,545,821 | |
| 3 | FTNT |
Fortinet, Inc.
|
104,857 | $16,108,132 | |
| 4 | ZS |
Zscaler, Inc.
This page
|
28,920 | $4,082,058 | |
| 5 | ORCL |
Oracle Corp
|
10,686 | $1,566,033 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,224 | $439,950 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
3,477 | $405,661 |
All Filings in ZS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,082,058 | 28,920 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,519,876 | 25,090 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,932,495 | 21,930 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,939,261 | 19,820 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,230,240 | 16,660 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,728,275 | 13,750 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,298,423 | 12,740 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,611,964 | 9,430 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $664,977 | 3,460 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||