Vinva Investment Management Ltd Grows Stock Holdings in Zscaler, Inc. $ZS

Key Points

• Vinva Investment Management boosted its stake in Zscaler by 136.1% in Q3 to 11,347 shares, now valued at about $3.4 million.
• Insiders sold 19,350 shares (~$4.47M) over the last quarter (insiders own 17.2%), while institutional investors hold 46.45% of the stock, led by Vanguard's ~11.37 million‑share position.
• Zscaler beat Q results with $1.01 EPS vs. $0.89 expected and $815.8M revenue (up 25.9% YoY), set Q3 FY26 and FY26 EPS guidance, and carries a MarketBeat average rating of "Moderate Buy" with a $267.92 price target amid mixed analyst revisions.

Vinva Investment Management Ltd grew its stake in Zscaler, Inc. (NASDAQ:ZS - Free Report) by 136.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,347 shares of the company's stock after purchasing an additional 6,541 shares during the period. Vinva Investment Management Ltd's holdings in Zscaler were worth $3,400,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in ZS. Vanguard Group Inc. grew its holdings in Zscaler by 6.1% in the 3rd quarter. Vanguard Group Inc. now owns 11,367,903 shares of the company's stock valued at $3,406,506,000 after buying an additional 652,771 shares in the last quarter. First Trust Advisors LP raised its holdings in shares of Zscaler by 9.5% during the 3rd quarter. First Trust Advisors LP now owns 2,228,134 shares of the company's stock worth $667,682,000 after acquiring an additional 193,281 shares during the period. Geode Capital Management LLC raised its holdings in shares of Zscaler by 6.0% during the 2nd quarter. Geode Capital Management LLC now owns 1,866,329 shares of the company's stock worth $584,160,000 after acquiring an additional 105,318 shares during the period. Federated Hermes Inc. boosted its position in shares of Zscaler by 9.4% during the 3rd quarter. Federated Hermes Inc. now owns 1,281,671 shares of the company's stock valued at $384,066,000 after acquiring an additional 109,688 shares during the last quarter. Finally, AQR Capital Management LLC boosted its position in shares of Zscaler by 0.7% during the 2nd quarter. AQR Capital Management LLC now owns 1,199,815 shares of the company's stock valued at $371,823,000 after acquiring an additional 7,885 shares during the last quarter. Institutional investors and hedge funds own 46.45% of the company's stock.

Insider Buying and Selling

In other Zscaler news, EVP Raj Judge sold 3,438 shares of the business's stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $230.82, for a total value of $793,559.16. Following the sale, the executive vice president owned 70,394 shares of the company's stock, valued at $16,248,343.08. The trade was a 4.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Adam Geller sold 1,620 shares of the company's stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $232.79, for a total value of $377,119.80. Following the transaction, the insider owned 50,528 shares in the company, valued at $11,762,413.12. This trade represents a 3.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 19,350 shares of company stock valued at $4,471,509 over the last quarter. 17.20% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on ZS shares. Wedbush raised their price objective on shares of Zscaler from $330.00 to $350.00 and gave the stock an "outperform" rating in a research report on Monday, November 10th. Robert W. Baird decreased their target price on shares of Zscaler from $360.00 to $300.00 and set an "outperform" rating on the stock in a report on Monday, February 23rd. Morgan Stanley dropped their price target on shares of Zscaler from $305.00 to $200.00 and set an "overweight" rating for the company in a research note on Friday, February 27th. Capital One Financial set a $320.00 price target on shares of Zscaler and gave the stock an "overweight" rating in a report on Wednesday, November 26th. Finally, The Goldman Sachs Group reduced their price target on shares of Zscaler from $290.00 to $257.00 and set a "neutral" rating on the stock in a research report on Monday, March 2nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $267.92.

Zscaler Trading Down 0.9%

Shares of ZS stock opened at $162.62 on Tuesday. Zscaler, Inc. has a 1-year low of $140.56 and a 1-year high of $336.99. The firm has a market cap of $26.15 billion, a PE ratio of -387.19 and a beta of 1.07. The company has a 50-day moving average of $190.32 and a two-hundred day moving average of $250.01. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.90 and a quick ratio of 1.90.

Zscaler (NASDAQ:ZS - Get Free Report) last released its quarterly earnings results on Thursday, February 26th. The company reported $1.01 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.89 by $0.12. Zscaler had a negative net margin of 2.25% and a positive return on equity of 0.06%. The business had revenue of $815.75 million for the quarter, compared to the consensus estimate of $798.92 million. During the same period in the previous year, the firm earned $0.78 EPS. The business's revenue was up 25.9% on a year-over-year basis. Zscaler has set its Q3 2026 guidance at 1.000-1.010 EPS and its FY 2026 guidance at 3.990-4.020 EPS. On average, analysts predict that Zscaler, Inc. will post -0.1 EPS for the current year.

Zscaler Profile

Zscaler is a cloud security company that delivers a cloud-native platform to protect users, applications and data as organizations move away from traditional, network-centric security architectures. The company focuses on a zero trust approach that assumes no implicit trust for users or devices, providing secure access to the internet, SaaS applications and private applications regardless of where users are located. Zscaler positions its services as an alternative to legacy appliances and site-centric VPNs, aiming to simplify security while enabling modern, distributed workforces.

Key offerings are built around the Zscaler Zero Trust Exchange, a multi-tenant cloud platform that enforces security and access policies in-line.

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