ZS β€” Zscaler, Inc.

Ownership history in RIVERBRIDGE PARTNERS LLC  Β·  14 quarters on record

This page tracks every 13F SEC filing in which RIVERBRIDGE PARTNERS 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.

πŸ” Peak position
0.02% (2025 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2022 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
14

Position Intelligence

RIVERBRIDGE PARTNERS LLC Γ— ZS AI Analytics

πŸ“ˆ RIVERBRIDGE PARTNERS LLC outperformed the S&P 500 by +11.2% annually on this ZS position. Timing score: 67% (4/6 decisions correct). Average cost basis: $149.55. Maximum drawdown during holding period: –31.9%.

πŸ“ˆ Position Alpha vs SPY
+11.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 11.2% per year on this position.
13 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 6 add/trim decisions correct

πŸ’° Entry Quality
$149.55
+100.4% vs current ($299.66)

Best entry: $149.51 (2022 Q2)  Β·  Worst: $198.42 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–31.9%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
50%
buy-side decisions

3 adds Β· 3 trims. Bought during 1 of 5 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 0.02% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,148 β€” 0% 0.02% $1.2M $299.66
2025 Q2 REDUCED 4,148 -36 -0.9% 0.02% $1.3M $313.94
2025 Q1 ADDED 4,184 +1 +0.0% 0.01% $830K $198.42
2024 Q4 UNCHANGED 4,183 β€” 0% 0.01% $755K $180.41
2024 Q3 UNCHANGED 4,183 β€” 0% 0.01% $715K $170.94
2024 Q2 REDUCED 4,183 -16 -0.4% 0.01% $804K $192.19
2024 Q1 ADDED 4,199 +3 +0.1% 0.01% $809K $192.63
2023 Q4 UNCHANGED 4,196 β€” 0% 0.01% $930K $221.56
2023 Q3 UNCHANGED 4,196 β€” 0% 0.01% $653K $155.59
2023 Q2 UNCHANGED 4,196 β€” 0% 0.01% $614K $146.30
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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