Zumiez Inc.
US ˙ NasdaqGS ˙ US9898171015

SecurityZUMZ / Zumiez Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership154,387 shares
Latest Disclosed Value $ 3,421,216
Mackenzie Financial Corp reports 121.61% increase in ownership of ZUMZ / Zumiez Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 154,387 shares of Zumiez Inc. (US:ZUMZ) valued at $3,421,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 69,666 shares of Zumiez Inc.. This represents a change in shares of 121.61% during the quarter. The current value of the position is $2,684,790 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F ZUMIEZ COM 989817101 154,387 84,721 121.61 3,421 83.83 0.0041
2026-02-18 2025-12-31 13F ZUMIEZ COM 989817101 69,666 31,754 83.76 1,862 150.47 0.0022
2025-11-13 2025-09-30 13F ZUMIEZ COM 989817101 37,912 37,912 743 0.0009
2015-08-13 2015-06-30 13F ZUMIEZ COM 989817101 0 -17,101 -100.00 0 -100.00
2015-05-13 2015-03-31 13F ZUMIEZ COM 989817101 17,101 -2,092 -10.90 688 -7.15 0.0036
2015-02-11 2014-12-31 13F ZUMIEZ COM 989817101 19,193 -17,472 -47.65 741 -28.06 0.0038
2014-11-12 2014-09-30 13F ZUMIEZ COM 989817101 36,665 -11,779 -24.31 1,030 -22.96 0.0052
2014-08-11 2014-06-30 13F ZUMIEZ COM 989817101 48,444 -14,711 -23.29 1,337 -12.67 0.0062
2014-05-14 2014-03-31 13F ZUMIEZ COM 989817101 63,155 12,201 23.95 1,531 15.55 0.0075
2014-02-11 2013-12-31 13F/A-1 ZUMIEZ COM 989817101 50,954 -3,874 -7.07 1,325 -12.19 0.0067
2014-02-03 2013-12-31 13F ZUMIEZ COM 989817101 50,954 1,325
2013-11-12 2013-09-30 13F ZUMIEZ COM 989817101 54,828 -17,754 -24.46 1,509 -27.70 0.0076
2013-08-20 2013-06-30 13F/A-1 ZUMIEZ COM 989817101 72,582 72,582 2,087 0.0100
2013-08-09 2013-06-30 13F ZUMIEZ COM 989817101 72,582 2,087
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.