CAPITAL ADVISORS INC/OK ZS β€” ZSCALER INC

Ownership history in CAPITAL ADVISORS INC/OK  Β·  3 quarters on record

AI Ownership Summary

CAPITAL ADVISORS INC/OK reported ZSCALER INC (ZS) in 3 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows ZS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL ADVISORS INC/OK's position in ZSCALER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ZS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPITAL ADVISORS INC/OK held ZS β€” position size vs. price
% of Fund (quarterly)    ZS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 44.7% -23.9% βœ… 699 -564 -44.7% 0.00% $209K 2025-10-21 $310.37
2024 Q2 UNCHANGED β€” β€” β€” 1,263 β€” 0% 0.01% $243K 2024-07-31 $179.35
2024 Q1 INITIATED β€” β€” β€” 1,263 β€” β€” 0.01% $243K 2024-04-29 $179.04

FAQ About CAPITAL ADVISORS INC/OK and ZS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL ADVISORS INC/OK reported owning ZS?

CAPITAL ADVISORS INC/OK reported ZS across 3 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ZS position in CAPITAL ADVISORS INC/OK's portfolio?

The largest reported portfolio weight for ZS was 0.01% in 2024 Q1.

What is the latest reported ZS position on this page?

The most recent filing on this page is 2025 Q3, when CAPITAL ADVISORS INC/OK reported 699 shares, equal to 0.00% of portfolio, with an estimated market value of $209K.

What does the chart on this ZS ownership page compare?

The chart compares CAPITAL ADVISORS INC/OK's quarterly ZS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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