ZS β€” ZSCALER INC

Ownership history in McIlrath & Eck, LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which McIlrath & Eck, LLC reported a position in ZSCALER INC (ZS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

McIlrath & Eck, LLC Γ— ZS AI Analytics

πŸ“ˆ McIlrath & Eck, LLC outperformed the S&P 500 by +31.7% annually on this ZS position. Maximum drawdown during holding period: –11.1%.

πŸ“ˆ Position Alpha vs SPY
+31.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 31.7% per year on this position.
4 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–11.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ZS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 96 -4 -4.0% 0.00% $29K $299.66
2025 Q1 UNCHANGED 100 β€” 0% 0.00% $20K $198.42
2024 Q4 UNCHANGED 100 β€” 0% 0.00% $18K $180.41
2024 Q3 UNCHANGED 100 β€” 0% 0.00% $17K $170.94
2024 Q2 UNCHANGED 100 β€” 0% 0.00% $19K $192.19
2024 Q1 INITIATED 100 β€” β€” 0.00% $19K β€”
← Back to McIlrath & Eck, LLC Holdings