Congress Park Capital’s Zuora, Inc. ZUO Stock Holding History

Congress Park Capital’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 Q3	–	Sell	-21,675	Closed	-$337K	–	91
2019 Q2	$337K	Buy	+21,675	New	+$411K	0.27%	72

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

BCM

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Congress Park Capital's ZUO Position: Q3 2019 in Review

Congress Park Capital sold out of Zuora, Inc. (ZUO) in Q3 2019, closing a stake of 21,675 shares — an estimated $337K sold.

Congress Park Capital first reported a position in ZUO in Q2 2019 and held it in 1 quarter. The position peaked at $337K in Q2 2019. 181 funds tracked by Wall St. Rank hold ZUO as of Q3 2019.

Congress Park Capital reported no remaining Zuora, Inc. position as of Q3 2019 after selling out during the quarter.
Congress Park Capital sold 21,675 Zuora, Inc. shares in Q3 2019, an estimated $337K.
Congress Park Capital first reported a position in Zuora, Inc. in Q2 2019 and held it in 1 quarter.
Congress Park Capital's Zuora, Inc. position peaked at $337K in Q2 2019.
181 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2019.

Based on Congress Park Capital's 13F filing for Q3 2019, filed 24 Oct 2019.