SHIKIAR ASSET MANAGEMENT INC ZS ZSCALER

Ownership history in SHIKIAR ASSET MANAGEMENT INC  ·  23 quarters on record

AI Ownership Summary

SHIKIAR ASSET MANAGEMENT INC reported ZSCALER (ZS) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.58% in 2025 Q3. The latest visible filing shows ZS at 0.72% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHIKIAR ASSET MANAGEMENT INC's position in ZSCALER, 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
2026 Q1

ZS was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.58% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 SHIKIAR ASSET MANAGEMENT INC held ZS — position size vs. price
% of Fund (quarterly)    ZS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 17,753 -17,672 -49.9% 0.72% $2K 2026-04-23 $132.97
2025 Q4 ADDED 35,425 +1,269 +3.7% 1.98% $8.0M 2026-01-22 $208.31
2025 Q3 ADDED 34,156 +12,191 +55.5% 2.58% $10.2M 2025-10-14 $301.80
2025 Q2 ADDED 21,965 +14,750 +204.4% 1.92% $6.9M 2025-07-24 $284.30
2025 Q1 REDUCED 7,215 -10 -0.1% 0.43% $1.4M 2025-04-17 $201.09
2024 Q4 REDUCED 15.0% +10.0% 7,225 -1,275 -15.0% 0.35% $1.3M 2025-01-15 $189.99
2024 Q3 ADDED 8,500 +565 +7.1% 0.38% $1.5M 2024-10-10 $195.50
2024 Q2 REDUCED 8.0% -11.1% 7,935 -690 -8.0% 0.41% $1.5M 2024-07-16 $203.12
2024 Q1 REDUCED 8,625 -320 -3.6% 0.48% $1.7M 2024-04-22 $170.97
2023 Q4 REDUCED 26.3% -13.3% 8,945 -3,190 -26.3% 0.61% $2.0M 2024-02-01 $238.06
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHIKIAR ASSET MANAGEMENT INC and ZS

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

How long has SHIKIAR ASSET MANAGEMENT INC reported owning ZS?

SHIKIAR ASSET MANAGEMENT INC reported ZS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ZS position in SHIKIAR ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for ZS was 2.58% in 2025 Q3.

What is the latest reported ZS position on this page?

The most recent filing on this page is 2026 Q1, when SHIKIAR ASSET MANAGEMENT INC reported 17,753 shares, equal to 0.72% of portfolio, with an estimated market value of $2K.

What does the chart on this ZS ownership page compare?

The chart compares SHIKIAR ASSET MANAGEMENT INC'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.

How well did SHIKIAR ASSET MANAGEMENT INC time their ZS position?

Based on 13F filing dates vs. subsequent ZS price moves, SHIKIAR ASSET MANAGEMENT INC correctly timed 9 out of 22 reported position changes (41%). The annualised alpha on ZS relative to SPY over the holding period was +29.6%.

← Back to SHIKIAR ASSET MANAGEMENT INC Holdings