ZS
Zscaler, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares -11.1% ·
flujo de acciones +10.0% ·
nuevas posiciones netas -12.5%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 152 | -1 | 60.59M | $8.55B | +8 | −8 |
| Q1 2026 | 155 | -10 | 69.07M | $9.69B | +3 | −14 |
| Q4 2025 | 164 | -1 | 75.91M | $17.07B | +1 | −1 |
| Q3 2025 | 23 | +2 | 39.54M | $11.84B | +2 | −1 |
| Q2 2025 | 19 | 0 | 34.68M | $10.88B | — | — |
| Q1 2025 | 16 | 0 | 11.18M | $2.21B | +1 | −1 |
| Q4 2024 | 16 | -2 | 10.00M | $1.80B | +1 | −3 |
| Q3 2024 | 17 | +2 | 6.99M | $1.19B | +2 | — |
| Q2 2024 | 15 | — | 6.72M | $1.29B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 2.10M | — | $378.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 2.10M | — | $378.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.66M | +2.0% | $298.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.66M | +2.0% | $298.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Tiger Global Management ✦ | 1.45M | Nuevo | $261.59M | 1.0% | New | 1 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 964.03K | +120.1% | $173.92M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 964.03K | +120.1% | $173.92M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 964.03K | +120.1% | $173.92M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 964.03K | +120.1% | $173.92M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 964.03K | +120.1% | $173.92M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 964.03K | +120.1% | $173.92M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Viking Global Investors ✦ | 914.97K | +7.9% | $165.07M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 847.83K | -16.6% | $152.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 847.83K | -16.6% | $152.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 396.08K | -2.1% | $71.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Marshall Wace ✦ | 396.08K | -2.1% | $71.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 324.05K | -7.7% | $58.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Millennium Management ✦ | 294.98K | +8.4% | $53.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 236.78K | -30.5% | $42.72M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 211.37K | +9.0% | $38.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wellington Management ✦ | 211.37K | +9.0% | $38.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wellington Management ✦ | 211.37K | +9.0% | $38.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wellington Management ✦ | 211.37K | +9.0% | $38.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wellington Management ✦ | 211.37K | +9.0% | $38.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wellington Management ✦ | 211.37K | +9.0% | $38.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 208.95K | -10.9% | $37.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Norges Bank ✦ (pasivo) | 178.25K | +267.6% | $32.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 156.87K | -66.2% | $28.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 156.87K | -66.2% | $28.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Fisher Asset Management ✦ | 56.30K | +137.2% | $10.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Gotham Asset Management ✦ | 2.39K | -11.8% | $430,819 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Tiger Global Management | $261.59M | 1.0% |
Posición cerrada
| Point72 Asset Management | $107.33M | era 0.4% |
| Adage Capital Partners | $15.98M | era 0.0% |
| D. E. Shaw & Co. | $461,880 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 111.90K acciones, $15,698 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.