Echo Street Capital Management’s Zuora, Inc. ZUO Stock Holding History

Echo Street Capital 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
2020 Q1	–	Sell	-713,707	Closed	-$10.2M	–	214
2019 Q4	$10.2M	Sell	713,707 -322,982	-31%	-$4.73M	0.16%	144
2019 Q3	$15.6M	Buy	1,036,689 +339,108	+49%	+$5.11M	0.26%	121
2019 Q2	$10.7M	Buy	+697,581	New	+$13.2M	0.19%	138
2018 Q4	–	Sell	-379,374	Closed	-$8.77M	–	198
2018 Q3	$8.77M	Buy	+379,374	New	+$10.1M	0.19%	138

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

Echo Street Capital Management's ZUO Position: Q1 2020 in Review

Echo Street Capital Management sold out of Zuora, Inc. (ZUO) in Q1 2020, closing a stake of 713,707 shares — an estimated $10.2M sold.

Echo Street Capital Management first reported a position in ZUO in Q3 2018 and held it in 4 quarters. The position peaked at $15.6M in Q3 2019. 171 funds tracked by Wall St. Rank hold ZUO as of Q1 2020.

Echo Street Capital Management reported no remaining Zuora, Inc. position as of Q1 2020 after selling out during the quarter.
Echo Street Capital Management sold 713,707 Zuora, Inc. shares in Q1 2020, an estimated $10.2M.
Echo Street Capital Management first reported a position in Zuora, Inc. in Q3 2018 and held it in 4 quarters.
Echo Street Capital Management's Zuora, Inc. position peaked at $15.6M in Q3 2019.
171 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2020.

Based on Echo Street Capital Management's 13F filing for Q1 2020, filed 15 May 2020.