SEC 13F Intelligence

Thematics Asset Management / ZS

Thematics Asset Management’s Zscaler Inc Position

Does Thematics Asset Management own Zscaler Inc (ZS)? Yes — 94.1K shares worth $28M (+1.28% of its 13F portfolio) as of Q3 2025, down from 101.3K shares the prior filed quarter.

Position Value
$28M
Q3 2025
Shares
94.1K
% of Portfolio
+1.28%
Quarters Held
12
currently held

Position History ZS

Reported value by quarter
Q4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ2 ’23Q3 ’23: $12MQ4 ’23: $21MQ4 ’23Q1 ’24: $17MQ2 ’24: $15MQ2 ’24Q3 ’24: $25MQ4 ’24: $29MQ4 ’24Q1 ’25: $28MQ2 ’25: $32MQ2 ’25Q3 ’25: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202594.1K$28M+1.28%
Q2 2025101.3K$32M+1.43%
Q1 2025140.2K$28M+1.41%
Q4 2024162.0K$29M+1.28%
Q3 2024147.0K$25M+0.99%
Q2 202478.0K$15M+0.61%
Q1 202488.0K$17M+0.70%
Q4 202393.0K$21M+0.91%
Q3 202380.0K$12M+0.61%
Q2 202374.0K$11M+0.52%
Q1 202374.0K$9M+0.47%
Q4 202274.0K$8M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thematics Asset Management’s full portfolio or all institutional holders of ZS.