Smart Money Radar / Tickers / ZS

ZS Software & Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
492
of 741 total, index funds excluded
This quarter
+81
222 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2018Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $12.0B held
FundValueNote
BlackRock, Inc. $1.2B
VANGUARD PORTFOLIO MANAGEME… $832M
VANGUARD CAPITAL MANAGEMENT… $654M
FIRST TRUST ADVISORS LP $494M
GOLDMAN SACHS GROUP INC $410M
STATE STREET CORP $335M
AMERICAN CENTURY COMPANIES … $335M
FMR LLC $307M
GEODE CAPITAL MANAGEMENT, L… $292M
UBS AM, a distinct business… $276M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.