Zscaler (ZS) reported fiscal fourth-quarter revenue of $898.2 million, up 25% year over year, for the quarter ended July 31, 2026. The company recorded a GAAP net loss of $3.4 million, or $0.02 per basic and diluted share.
Fiscal 2026 revenue rose 25% to $3.353 billion, while annual recurring revenue increased 25% to $3.771 billion. Zscaler forecast first-quarter fiscal 2027 revenue of $935 million to $939 million.
- Fourth-quarter ARR was $3.771 billion, including $246 million in net new ARR.
- Fourth-quarter cash provided by operations was $279.3 million, and free cash flow was $60.8 million.
- Full-year GAAP net loss was $63.2 million, or $0.39 per basic and diluted share.
- Zscaler expects fiscal 2027 revenue of approximately $3.908 billion to $3.938 billion.
$ZS Insider Trading Activity
$ZS insiders have traded $ZS stock on the open market 26 times in the past 6 months. Of those trades, 0 have been purchases and 26 have been sales.
Here’s a breakdown of recent trading of $ZS stock by insiders over the last 6 months:
- ADAM GELLER (Chief Product Officer) has made 0 purchases and 4 sales selling 8,336 shares for an estimated $1,144,670.
- MICHAEL J. RICH (CRO and President of WW Sales) has made 0 purchases and 2 sales selling 7,331 shares for an estimated $1,021,779.
- ROBERT SCHLOSSMAN (Chief Legal Officer) has made 0 purchases and 3 sales selling 5,531 shares for an estimated $770,417.
- JAGTAR SINGH CHAUDHRY (CEO & Chairman) has made 0 purchases and 2 sales selling 4,819 shares for an estimated $667,811.
- KEVIN RUBIN (Chief Financial Officer) has made 0 purchases and 12 sales selling 4,374 shares for an estimated $637,762.
- RAJ JUDGE (EVP, Corp. Strategy & Ventures) sold 2,488 shares for an estimated $389,603
- JAMES A BEER has made 0 purchases and 2 sales selling 354 shares for an estimated $49,388.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ZS Hedge Fund Activity
We have seen 409 institutional investors add shares of $ZS stock to their portfolio, and 553 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 1,839,487 shares (-84.0%) from their portfolio in Q2 2026, for an estimated $259,643,590
- TIGER GLOBAL MANAGEMENT LLC removed 1,579,766 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $222,983,970
- VICTORY CAPITAL MANAGEMENT INC added 1,536,364 shares (+1108.1%) to their portfolio in Q2 2026, for an estimated $216,857,778
- AMERICAN CENTURY COMPANIES INC removed 1,517,931 shares (-63.7%) from their portfolio in Q2 2026, for an estimated $214,255,960
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 1,362,862 shares (+inf%) to their portfolio in Q2 2026, for an estimated $192,367,971
- BLACKROCK, INC. added 1,322,067 shares (+15.4%) to their portfolio in Q2 2026, for an estimated $186,609,757
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,257,901 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $177,552,726
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
