Zscaler, Inc. (ZS): A Bull Case Theory
We came across a bullish thesis on Zscaler, Inc. (ZS) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on ZS. Zscaler, Inc.
Zscaler Inc. (ZS)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 1,679,000 | $333,147,180 | +16% | 1.25% |
| 2. | 1,472,400 | $292,153,608 | +7% | 0.06% | |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,450,668 | $287,841,545 | +267% | 0.37% |
| 4. | AQR Capital Management Cliff Asness | 1,191,930 | $234,714,907 | +24% | 0.24% |
| 5. | 171,270,000 | $227,028,919 | +1% | 0.2% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $108.78 | 5,000 | $543,900.00 | 23,250 | 2022-12-23 | Filing | |
| $16.00 | 62,500 | $1,000,000.00 | 62,500 | 2018-03-20 | Filing | |
| $16.00 | 125,000 | $2,000,000.00 | 125,000 | 2018-03-20 | Filing | |
| $16.00 | 15,625 | $250,000.00 | 15,625 | 2018-03-20 | Filing | |
| $16.00 | 109,375 | $1,750,000.00 | 2,191,792 | 2018-03-20 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $303.70 | 2,849 | $865,247.28 | 353,565 | 2025-06-17 | Filing | |
| $303.70 | 4,064 | $1,234,245.33 | 106,659 | 2025-06-17 | Filing | |
| $306.77 | 300 | $92,031.99 | 88,970 | 2025-06-18 | Filing | |
| $305.60 | 1,014 | $309,877.08 | 89,270 | 2025-06-18 | Filing | |
| $303.46 | 200 | $60,691.00 | 90,284 | 2025-06-18 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,890,506 | $1,962,474,200 | 0.04% | |
| 2. | 6,850,406 | $1,359,257,355 | 0.03% | |
| 3. | 3,128,170 | $620,691,491 | 0.16% | |
| 4. | 2,937,603 | $582,879,187 | 0.36% | |
| 5. | 2,841,538 | $563,817,971 | 0.09% |
News See All
Wells Fargo Upgrades Zscaler (ZS) Stock, Lifts PT
Zscaler, Inc. (NASDAQ:ZS) is one of the 10 software stocks analysts are upgrading.
BofA Raises Zscaler's (ZS) PT to $340 Amid Rising Platform Adoption
Zscaler Inc. (NASDAQ:ZS) is one of the 10 best growth stocks to buy according to billionaires.
10 Best Growth Stocks to Buy According to Billionaires
Growth stocks are companies that are expected to report above-average earnings and revenue growth.
Cantor Fitzgerald Raises Zscaler (ZS) Price Target to $340 from $290
Zscaler, Inc. (NASDAQ:ZS) is one of the 10 Hot Large Cap Stocks to Buy Now. On June 11, Cantor Fitzgerald analyst Jonathan Ruykhaver raised the firm’s price target on Zscaler, Inc.
10 Hot Large Cap Stocks to Buy Now
On June 13, Tom McClellan, editor of The McClellan Market Report, appeared on CNBC's 'The Exchange' to talk about how the current geopolitical climate is expected to affect the stock market.
10 Software Stocks Analysts Are Upgrading
According to JPMorgan, the software sector remains a critical one for US venture investors, capturing ~60% of venture dollars in 2024, thanks to its scalability and high margins.
Jefferies Maintains Buy Rating on Zscaler (ZS), Raises Price Target to $350
On June 5, Jefferies analysts increased their price target for Zscaler Inc. (NASDAQ:ZS) to $350 from $305 while maintaining a ‘Buy’ rating.
Josh Brown Says Zscaler (ZS) ‘Dominant’ Cybersec Stock for ‘Years to Come’
Joshua Brown, the co-founder and CEO of Ritholtz Wealth Management, said in a latest program on CNBC that Zscaler, Inc (NASDAQ:ZS) is among his top cybersecurity stock picks.
Zscaler, Inc. (ZS) Unveils AI Tools to Boost Security and Enable Safe AI Use
Zscaler, Inc. (NASDAQ:ZS) announced new AI-driven security features today aimed at strengthening data protection and preventing cyberattacks.
Billionaire Hedge Funds
