AIM
ZUO

ARK Investment Management’s Zuora, Inc. ZUO Stock Holding History

ARK Investment Management’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-378,316
Closed -$7.17M – 211
2019
Q1 		$7.58M Buy
378,316
+68,727
+22% +$1.48M 0.22% 56
2018
Q4 		$5.62M Buy
309,589
+10,320
+3% +$198K 0.23% 58
2018
Q3 		$6.92M Buy
299,269
+150,048
+101% +$4M 0.21% 63
2018
Q2 		$4.06M Buy
+149,221
New +$3.53M 0.15% 69

Other funds holding ZUO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ARK Investment Management's ZUO Position: Q2 2019 in Review

ARK Investment Management sold out of Zuora, Inc. (ZUO) in Q2 2019, closing a stake of 378,316 shares — an estimated $7.17M sold.

ARK Investment Management first reported a position in ZUO in Q2 2018 and held it in 4 quarters. The position peaked at $7.58M in Q1 2019. 176 funds tracked by Wall St. Rank hold ZUO as of Q2 2019.

  • ARK Investment Management reported no remaining Zuora, Inc. position as of Q2 2019 after selling out during the quarter.
  • ARK Investment Management sold 378,316 Zuora, Inc. shares in Q2 2019, an estimated $7.17M.
  • ARK Investment Management first reported a position in Zuora, Inc. in Q2 2018 and held it in 4 quarters.
  • ARK Investment Management's Zuora, Inc. position peaked at $7.58M in Q1 2019.
  • 176 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2019.

Based on ARK Investment Management's 13F filing for Q2 2019, filed 30 Jul 2019.