NASDAQ · Technology

ZSCALER INC ZS

Zscaler, Inc. operates as a cloud security company worldwide. The company offers cyberthreat protection products, including Zscaler Internet Access, which provides threat protection, cloud sandbox, and cloud browser isolation; Zscaler Private Access solution that includes cyberthreat and data protection, application discovery, secure application access, application segmentation, application protection, reduced attack surface, and browser isolation; Zero Trust Firewall; Cloud Sandbox; and Zero Trust Browser.

EDP Services

Company profile

Business mix

  • The company offers cyberthreat protection products, including Zscaler Internet Access, which provides threat protection, cloud sandbox, and cloud browser isolation.
  • It also provides data security products, such as web and email DLP, endpoint DLP, BYOD security, multi-mode CASB, unified SaaS security, DSPM, AI-SPM, public gen AI security, and Microsoft Copilot data protection; Zero Trust Cloud solution.
  • In addition, the company offers Zero Trust Branch comprising Zero Trust SD-WAN; IoT/OT segmentation; privileged remote access; Zscaler Cellular.
  • Further, it provides security operations products, including data fabric for security; asset exposure management; Risk360; unified vulnerability management; deception; managed detection and response; and managed threat hunting.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 4.56% Buyback -3.74%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Tiger Global Management Chase Coleman 1.0% $221.6M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $16.1M Estimated from net reduced shares
Net share change / base shares -6.2% -114,914 / 1,867,705
Tiger Global Management Chase Coleman 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -6.1% 13F value change -$149.1M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,683,266 Last 3 periods -103,500 (-6.1%) Total shares 1,579,766 Value $221.6M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.4% 13F value change -$2.8M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 3.9% 13F value change -$12.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -9.4% 13F value change -$18.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 184,439 Last 3 periods -11,414 (-6.2%) Total shares 173,025 Value $24.3M

Recent mentions

No public mentions.