Zscaler, Inc.
MX ˙ BMV ˙ US98980G1022
SecurityMX:ZS / Zscaler, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership6,641 shares
Latest Disclosed Value $ 931,666
CWM Advisors, LLC reports 223.95% increase in ownership of ZS / Zscaler, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 6,641 shares of Zscaler, Inc. (MX:ZS) valued at $931,666 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,050 shares of Zscaler, Inc.. This represents a change in shares of 223.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 ZSCALER COM 98980G102 6,641 4,591 223.95 932 101.95 0.1869
2026-04-23 2026-03-31 13F ZSCALER COM 98980G102 2,966 916 416 0.0342
2026-02-17 2025-12-31 13F ZSCALER COM 98980G102 2,050 419 25.69 461 -5.53 0.0415
2025-10-15 2025-09-30 13F ZSCALER COM 98980G102 1,631 822 101.61 489 92.13 0.0476
2025-07-24 2025-06-30 13F ZSCALER COM 98980G102 809 809 254 0.0277
2022-11-07 2022-09-30 13F ZSCALER COM 98980G102 0 -4,672 -100.00 0 -100.00
2022-08-10 2022-06-30 13F ZSCALER COM 98980G102 4,672 -152 -3.15 699 -39.95 0.0927
2022-04-21 2022-03-31 13F ZSCALER COM 98980G102 4,824 -216 -4.29 1,164 -28.15 0.1347
2022-02-14 2021-12-31 13F/A-1 ZSCALER COM 98980G102 5,040 -864 -14.63 1,620 4.65 0.1857
2021-11-09 2021-09-30 13F ZSCALER COM 98980G102 5,904 1,458 32.79 1,548 61.08 0.1957
2021-08-10 2021-06-30 13F ZSCALER COM 98980G102 4,446 1,278 40.34 961 76.65 0.1265
2021-04-30 2021-03-31 13F ZSCALER COM 98980G102 3,168 2,048 182.86 544 143.95 0.0834
2021-02-12 2020-12-31 13F ZSCALER COM 98980G102 1,120 1,120 223 0.0493
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.