Latest revenue
$815.8M
as of 2026-01-31
Latest net income
$-34.3M
as of 2026-01-31
Net margin
-4.2%
as of 2026-01-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $29.32B
- Enterprise value
- $29.32B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $336.99
- 52-wk low
- $114.63
- Beta
- —
- Shares out
- 160.8M
5-year trend
What this company does
PART I Item 1. Business Overview We enable our customers to succeed in a digital world where technology decisions not only impact growth and competitiveness, but also directly impact enterprise risk. We were incorporated in 2007, during the early stages of cloud adoption and mobility, based on a vision that the internet would become the new corporate network, as the cloud became the new data center. We correctly predicted that with rapid cloud adoption and increasing workforce mobility, traditional perimeter security approaches would fail to protect users and data, become prohibitively expensive and deliver poor user experience. Enterprises now rely on external software as a service, or…
AI summary unavailable — showing raw filing excerpt
Generated from ZS's filing dated 2025-09-11
Key risks
Table of Contents Item 1A. Risk Factors A description of the risks and uncertainties associated with our business is set forth below. You should carefully consider the risks and uncertainties described below, as well as the other information in this Annual Report on Form 10-K, including the consolidated financial statements and the related notes and "Management’s Discussion and Analysis of Financial Condition and Results of Operations." The occurrence of any of the events or developments described below, or of additional risks and uncertainties not presently known to us or that we currently deem immaterial, could materially and adversely affect our business, results of operations, financial…
AI summary unavailable — showing raw filing excerpt
Generated from ZS's filing dated 2025-09-11
Profitability
Gross margin
76.9%
1.4%Operating margin
-4.8%
14.2%Net margin
-1.6%
41.7%Return on equity
-2.3%
71.0%Return on assets
-0.6%
47.3%Leverage
Debt / equity
2.57×
53.2%Long-term debt / equity
0.95×
Debt / assets
72.0%
14.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $815.8M | +25.9% | $-34.3M | -344.2% | -4.2% |
Q4 2025 2025-10-31 | $788.1M | +25.5% | $-11.6M | +3.6% | -1.5% |
Q3 2025 2025-07-31 | $719.2M | +21.3% | $-17.6M | -18.1% | -2.4% |
Q2 2025 2025-04-30 | $678.0M | +22.6% | $-4.1M | -121.6% | -0.6% |
Q1 2025 2025-01-31 | $647.9M | +23.4% | $-7.7M | +72.9% | -1.2% |
Q4 2024 2024-10-31 | $628.0M | +26.4% | $-12.1M | +64.0% | -1.9% |
Q3 2024 2024-07-31 | $592.9M | — | $-14.9M | — | -2.5% |
Q2 2024 2024-04-30 | $553.2M | — | $19.1M | — | 3.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Computer Programming Services · SIC 7371
Your notes
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Insider activity
Insider buying
$0
Insider selling
$73.7M
Net activity
−$73.7M
Distinct insiders
11
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ZS
Institutional value
$6.52B
Total shares held
47.6M
Distinct holders
498
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.6M | $1.20B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.9M | $832.0M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4.7M | $653.9M | — | New |
| 4 | FIRST TRUST ADVISORS LP | 3.5M | $493.6M | — | New |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.0M | $275.7M | — | New |
| 6 | Pictet Asset Management Holding SA | 1.9M | $269.3M | — | New |
| 7 | UBS Group AG | 1.4M | $198.2M | — | New |
| 8 | Invesco Ltd. | 932.0K | $130.8M | — | New |
| 9 | VANGUARD FIDUCIARY TRUST CO | 649.3K | $91.1M | — | New |
| 10 | Legal & General Group Plc | 626.3K | $87.9M | — | New |
| 11 | CITIGROUP INC | 532.3K | $74.7M | — | New |
| 12 | Bank of New York Mellon Corp | 494.7K | $69.4M | — | New |
| 13 | Champlain Investment Partners, LLC | 438.9K | $61.6M | — | New |
| 14 | BNP PARIBAS FINANCIAL MARKETS | 434.0K | $60.9M | — | New |
| 15 | SEB Asset Management AB | 427.9K | $60.0M | — | New |
| 16 | WESTFIELD CAPITAL MANAGEMENT CO LP | 427.9K | $60.0M | — | New |
| 17 | DEUTSCHE BANK AG\ | 421.8K | $59.2M | — | New |
| 18 | Liontrust Investment Partners LLP | 258.9K | $58.2M | — | New |
| 19 | Artisan Partners Limited Partnership | 385.2K | $54.0M | — | New |
| 20 | Nuveen, LLC | 358.2K | $50.3M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ZS's latest filing finishes processing.