What smart money is saying about Zscaler
ZS
No fund has written a full thesis on Zscaler in our archive, but 2 fund letters report a position in it — most recently Vision Capital Fund in June 2026.
2
Reported positions
2
Bought
0
Sold
2
Letters
Position history
Every position in Zscaler on record in the archive was reported in Q2 2026, across 2 fund letters — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 2 | 0 | 0 |
Fund activity · 2 positions · 2 moves
- AddedVision Capital FundJune 2026
“We deployed some of that new capital to 10 of our existing positions (in alphabetical order): Cloudflare (NET), MercadoLibre (MELI), Meta (META), Nu (NU), Palantir (PLTR), Pro Medicus (PME), Sea Limited (SE), ServiceNow (NOW), Shopify (SHOP), and Zscaler (ZS).”
Read the letterZscaler - AddedEmerald Wealth Partners AGMay 2026
“Zscaler Increase position”
Read the letterZscaler
Read the letters behind these Zscaler positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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