This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ZS/capital-change-brief"
Use Arkolith's capital_change_brief for ZS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.2B | 8.6M | ▲+9.4% Added · +738K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $832.0M | 5.9M | ▲New +5.9M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $653.9M | 4.7M | ▲New +4.7M sh | Q1 2026 | |
| 4 | FIRST TRUST ADVISORS LP | $493.6M | 3.5M | ▲+36% Added · +936K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $410.3M | 2.9M | ▲+21% Added · +513K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $334.5M | 2.4M | ▲+2.0% Added · +47K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $334.5M | 2.4M | ▼−0.7% Reduced · −17K sh | Q1 2026 | |
| 8 | FMR LLC | $307.3M | 2.2M | ▼−52% Reduced · −2.3M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $292.0M | 2.1M | ▲+0.8% Added · +17K sh | Q1 2026 | |
| 10 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $275.7M | 2.0M | ▲+18% Added · +296K sh | Q1 2026 | |
| 11 | Pictet Asset Management Holding SA | $269.3M | 1.9M | ▲+53% Added · +661K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $245.4M | 1.7M | ▼−32% Reduced · −823K sh | Q1 2026 | |
| 13 | T. Rowe Price Investment Management, Inc. | Withheld | 1.7M | ▼−12% Reduced · −239K sh | Q1 2026 | |
| 14 | TIGER GLOBAL MANAGEMENT LLC | $221.6M | 1.6M | —Held | Q1 2026 | |
| 15 | VICTORY CAPITAL MANAGEMENT INC | $218.2M | 1.6M | ▲11× Added · +1.4M sh | Q1 2026 | |
| 16 | UBS Group AG | $198.2M | 1.4M | ▲+11% Added · +144K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $179.8M | 1.3M | ▼−18% Reduced · −276K sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $165.0M | 1.2M | ▲+484% Added · +975K sh | Q1 2026 | |
| 19 | AQR CAPITAL MANAGEMENT LLC | $141.5M | 1.0M | ▼−36% Reduced · −583K sh | Q1 2026 | |
| 20 | Amundi | $141.5M | 1.0M | ▲+49% Added · +331K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $109.3M | 779K | ▲+44% Added · +239K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $96.6M | 689K | ▲+1.2% Added · +8K sh | Q1 2026 | |
| 23 | Squarepoint Ops LLC | $94.9M | 677K | ▲+6.7% Added · +43K sh | Q1 2026 | |
| 24 | BARCLAYS PLC | $93.9M | 669K | ▼−8.0% Reduced · −58K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $91.1M | 649K | ▲New +649K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Schlossman Robert | Chief Legal Officer | Sell (S) | 122 | $18K |
| Jun 25, 2026 | RUBIN KEVIN | Chief Financial Officer | Sell (S) | 504 | $62K |
| Jun 25, 2026 | RUBIN KEVIN | Chief Financial Officer | Sell (S) | 2K | $210K |
| Jun 25, 2026 | RUBIN KEVIN | Chief Financial Officer | Sell (S) | 560 | $70K |
| Jun 25, 2026 | RUBIN KEVIN | Chief Financial Officer | Sell (S) | 228 | $29K |
| Jun 25, 2026 | RUBIN KEVIN | Chief Financial Officer | Sell (S) | 12 | $2K |
| Jun 22, 2026 | Geller Adam | Chief Product Officer | Sell (S) | 3K | $345K |
| Jun 17, 2026 | BEER JAMES A | Director | Sell (S) | 177 | $22K |
| Jun 16, 2026 | Schlossman Robert | Chief Legal Officer | Sell (S) | 3K | $398K |
| Jun 16, 2026 | Rich Michael J. | CRO and President of WW Sales | Sell (S) | 4K | $529K |
| Jun 16, 2026 | RUBIN KEVIN | Chief Financial Officer | Sell (S) | 2K | $213K |
| Jun 16, 2026 | Chaudhry Jagtar Singh | CEO & Chairman, Director, 10% Owner | Sell (S) | 3K | $364K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 239 funds | $361.7B |
| MICROSOFT CORPMSFT | 238 funds | $255.5B |
| APPLE INCAAPL | 236 funds | $275.9B |
| BROADCOM INCAVGO | 236 funds | $142.7B |
| AMAZON.COM INCAMZN | 235 funds | $190.8B |
| META PLATFORMS INC-CLASS AMETA | 234 funds | $104.2B |
| VISA INC-CLASS A SHARESV | 234 funds | $52.8B |
| SERVICENOW INCNOW | 234 funds | $17.2B |
| ALPHABET INC-CL AGOOGL | 233 funds | $165.6B |
| ELI LILLY & COLLY | 233 funds | $70.1B |
| COSTCO WHOLESALE CORPCOST | 229 funds | $40.3B |
| PALANTIR TECHNOLOGIES INC-APLTR | 229 funds | $25.1B |
Ranked by how many of ZS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ZS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.