BP’s Zuora, Inc. ZUO Stock Holding History

BP’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
2020 Q1	–	Sell	-21,029	Closed	-$301K	–	553
2019 Q4	$301K	Buy	+21,029	New	+$308K	0.01%	510
2019 Q2	–	Sell	-20,847	Closed	-$418K	–	494
2019 Q1	$418K	Sell	20,847 -22,282	-52%	-$481K	0.02%	378
2018 Q4	$782K	Hold	43,129	–	–	0.03%	396
2018 Q3	$997K	Buy	+43,129	New	+$1.15M	0.03%	433

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BP's ZUO Position: Q1 2020 in Review

BP sold out of Zuora, Inc. (ZUO) in Q1 2020, closing a stake of 21,029 shares — an estimated $301K sold.

BP first reported a position in ZUO in Q3 2018 and held it in 4 quarters. The position peaked at $997K in Q3 2018. 171 funds tracked by Wall St. Rank hold ZUO as of Q1 2020.

BP reported no remaining Zuora, Inc. position as of Q1 2020 after selling out during the quarter.
BP sold 21,029 Zuora, Inc. shares in Q1 2020, an estimated $301K.
BP first reported a position in Zuora, Inc. in Q3 2018 and held it in 4 quarters.
BP's Zuora, Inc. position peaked at $997K in Q3 2018.
171 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2020.

Based on BP's 13F filing for Q1 2020, filed 5 May 2020.