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ZS · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ZSMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ZS
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterZSMSFT
Q3 202014 holders, $1.3bn63 holders, $218bn
Q4 202017 holders, $1.7bn66 holders, $228bn
Q1 202115 holders, $1.4bn65 holders, $241bn
Q2 202117 holders, $2.0bn62 holders, $273bn
Q3 202119 holders, $3.2bn64 holders, $283bn
Q4 202114 holders, $3.6bn65 holders, $336bn
Q1 202219 holders, $2.9bn63 holders, $297bn
Q2 202216 holders, $1.8bn67 holders, $245bn
Q3 202222 holders, $2.0bn68 holders, $216bn
Q4 202212 holders, $1.3bn62 holders, $217bn
Q1 202311 holders, $1.4bn65 holders, $254bn
Q2 202318 holders, $1.9bn69 holders, $304bn
Q3 202322 holders, $1.7bn71 holders, $281bn
Q4 202317 holders, $2.2bn66 holders, $333bn
Q1 202419 holders, $2.0bn68 holders, $361bn
Q2 202419 holders, $1.4bn67 holders, $374bn
Q3 202417 holders, $1.1bn69 holders, $356bn
Q4 202417 holders, $1.4bn70 holders, $338bn
Q1 202514 holders, $1.8bn67 holders, $294bn
Q2 202526 holders, $5.3bn65 holders, $401bn
Q3 202523 holders, $4.6bn70 holders, $427bn
Q4 202522 holders, $4.3bn68 holders, $411bn
Q1 202617 holders, $1.9bn64 holders, $312bn
Q2 202611 holders, $860m60 holders, $291bn
ZS

Zscaler Inc

Holders
19
Reported value
$2.0bn
Buyers
15
Sellers
5

Breadth +10 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUP
MSFT

Microsoft Corp

Holders
68
Reported value
$361bn
Buyers
21
Sellers
44

Breadth -23 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q1 2024

Among the 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ZS (2)

PDT Partners LLC, Renaissance Technologies LLC

Only MSFT (51)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 26 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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