SEC 13F Intelligence

Navis Wealth Advisors, LLC / ZS

Navis Wealth Advisors, LLC’s Zscaler Inc Position

Does Navis Wealth Advisors, LLC own Zscaler Inc (ZS)? Not currently — the last reported position was 22.2K shares worth $5M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2025
Shares
22.2K
% of Portfolio
+2.11%
Quarters Held
11
position exited

Position History ZS

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $5MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202522.2K$5M+2.11%
Q3 202522.2K$7M+4.97%
Q2 202522.2K$7M+5.87%
Q1 202522.2K$4M+4.32%
Q4 202422.2K$4M+4.37%
Q3 202422.2K$4M+4.10%
Q2 202422.2K$4M+4.89%
Q1 202413.7K$3M+3.16%
Q4 202313.7K$3M+3.95%
Q3 202313.7K$2M+3.08%
Q2 202313.7K$2M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Navis Wealth Advisors, LLC’s full portfolio or all institutional holders of ZS.