Here’s Why Brown Advisory Mid-Cap Growth Established a Position in Zscaler (ZS)

6 hours ago 1

Soumya Eswaran

Tue, March 24, 2026 astatine 6:31 AM CDT 2 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Strategy lagged the Russell Midcap® Growth Index successful the 4th fourth owed to banal selection. The show was successful enactment with expectations for the afloat year. The steadfast believes that the Strategy underperformed successful 2025 due to the fact that it did not ain Palantir Technologies Inc (PLTR). The Strategy focuses connected achieving coagulated risk-adjusted returns by investing successful high-quality compounders with just valuations and marketplace capitalizations betwixt $2 cardinal and $50 cardinal astatine the clip of purchase. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Brown Advisory Mid-Cap Growth Strategy highlighted Zscaler, Inc. (NASDAQ:ZS) arsenic 1 of its caller additions to the portfolio. Zscaler, Inc. (NASDAQ:ZS) is simply a starring unreality information institution that provides cyberthreat extortion products. On March 23, 2026, Zscaler, Inc. (NASDAQ:ZS) banal closed astatine $151.80 per share. One-month instrumentality of Zscaler, Inc. (NASDAQ:ZS) was 1.63%, and its shares mislaid 29.63% implicit the past 52 weeks. Zscaler, Inc. (NASDAQ:ZS) has a marketplace capitalization of $24.408 billion.

Brown Advisory Mid-Cap Growth Strategy stated the pursuing regarding Zscaler, Inc. (NASDAQ:ZS) successful its 4th fourth 2025 capitalist letter:

"We repurchased Zscaler, Inc. (NASDAQ:ZS) successful the 4th pursuing a selloff tied to a large-scale M&A announcement. While the transaction created near-term uncertainty, we spot beardown strategical rationale down the deal, which presented an charismatic introduction for the person successful the increasing SASE information bundle marketplace that is executing against a multi-product cross-sell strategy, driving ARPU and borderline growth."

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Zscaler, Inc. (NASDAQ:ZS) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 56 hedge money portfolios held Zscaler, Inc. (NASDAQ:ZS) astatine the extremity of the 4th quarter, up from 50 successful the erstwhile quarter. While we admit the imaginable of Zscaler, Inc. (NASDAQ:ZS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Zscaler, Inc. (NASDAQ:ZS) and shared the database of exertion stocks with insider buying successful 2026. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.

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